Jamie Sutton

Established a professional services business specialising in providing outsourced compliance services to international regulated entities across the financial services, e-gaming and crypto currency sectors. Achieved sustainable growth by developing effective business strategies. Through the appointment of a Managing Director, able to oversee the continued growth of the business at arms length.

Through existing contacts and relationships, created a consultancy business aimed at assisting clients seeking effective funding solutions or project finance in relation to their property requirements, by way of making introductions to appropriate debt brokerages.

Acquired an existing property lettings and management business responsible for the management a small number of local residential properties.

• Developed a strategic plan to grow the property lettings business and expand the business into a fully fledged online estate agency.
• Created a marketing strategy underpinning the strategic plan, and commenced delivering all aspects of the marketing campaign.
• Identified operational inefficiencies and set about addressing and implementing cost effective solutions.
• Successfully grew the business year on year to compete with established estate agencies.
• Sold the business in 2024, choosing from three offers on the table.

• Delivering an excellent client and stakeholder experience. 
• Reporting to the CEO, responsible for the day to day running of the business and its head office operation.
• Planning and delivering the operational strategy for the Company.
• Identifying market opportunities ahead of designing and launching innovative socially responsible and property based investment products.
• Managing a highly experienced global sales force made up of ex sales directors of large financial institutions that consistently delivered impressive levels of sales.
• Developed and managed a support function that adopted innovative ways of generating new contacts to maximise distribution opportunities through research and the analysis of market information.
• Restructured the sales force to allow for the introduction of independent distribution professionals to market the product offerings.
• Introduced management information reporting to provide data and analysis of sales performance by product, territory and individuals.
• Provided technical support to the sales force, including accompanied financial adviser and institutional investor visits to improve relationships and develop further distribution opportunities.
• Responsible for certain institutional investors and key IFA relationships, which included the introduction of significant inward investment.
• Appointed as an Executive Director on a number of the companies environmental themed funds, including chairmanship of an Authorised Scheme.
• In representing the Fund Manager, was responsible for the oversight of Fund Board Governance of collective investment schemes, where not an Executive Director.  This included a >£200m UK commercial property fund, an indirect global property fund, hotel investment fund and other property backed investment schemes.
• Established and responsible for the HR function of the business, including payroll, staff contracts, disciplinary and grievance incidents, writing and developing the company policies and procedures and all corporate tax matters.
• Supported the Compliance Officer to ensure that the company maintained a comprehensive and relevant compliance oversight program and was compliant in all aspects of the its duties and responsibilities to ensure regulatory oversight visits contained limited areas of concern.
• Carried out wide ranging investigations into the competence and suitability of financial advisers applying for terms of business.
• Introduced and maintained the adoption of quarterly risk reviews for each individual collective investment scheme to identify and regularly monitor the impact of key risks for each scheme.
• Following the resignation of the Finance Director, assumed control of and increased own responsibilities to incorporate the financial management of the business and the financial reporting including the production of audited financial statements and the ongoing relationship with the appointed Auditor.
• Wide ranging stakeholder management including the Regulator, Press, Institutional Investors, Asset Managers, Financial Intermediaries and Trade Bodies.
• Directed all phases of most recent investment fund projects, from concept to launch.  This involved carrying out all elements of market research with stakeholder groups to determine product offering and technical structures, working with lawyers to produce the legal documentation, company incorporation, in-house production of the marketing documentation, training the sales force and staff on the product offering, managing the press release with the PR firm including various interviews with trade press, launch initiatives such as identifying key sponsorship opportunities and relevant guest speakers through to distribution launch initiatives to maximise sales opportunities.
• Influential in gaining various classes of licences to convert the operation into a regulated Fund Manager and the Islands only regulated Fund Promoter.
• Continued to consistently deliver results in the workplace whilst studying towards and successfully completing a challenging MBA program.

Established my own consultancy business to provide operational consultancy support to Offshore Life Insurance Companies.

• Reporting to the Customer Services Director, managed the delivery of the client services strategy for all international clients.
• Led a team in excess of 100 staff.
• Achieved budgetary targets.
• Introduced workflow and lean principles into the work place, which led to the generation of efficiencies whilst improving the service delivery to various stakeholders.  These efficiencies resulted in reducing the overall head count of the business unit by ten heads.
• Implemented a quality improvement program to monitor the quality and improve upon the quality of the output from the business unit, identifying areas where this could be improved as well as the individual training needs to staff.
• Developed business plans and input into the Client Services strategy.
• Worked with regional offices to deliver that strategy worldwide.
• Sat on various project steering groups to oversee the implementation and delivery of client facing projects.
• Represented Client Services on company wide project initiatives.

• Developed from an Office Junior to Assistant Manager in a wide variety of roles gaining many skills along the way.
• Led teams from an early age, focusing upon delivering an improved service to the IFA community and investors alike, whilst achieving efficiencies and cost savings for the business unit.
• Converted the Hong Kong operation from a Sales Office to an Administrative Processing Centre.
• Operated as a business analyst to assist with the delivery of a Workflow Processing system to all staff within the Isle of Man head office operation.
• Project Managed and implemented the same Workflow Processing functionality in Hong Kong.
• Motivated and led a tam of 45 staff.
• Assisted the Customer Services Manager in delivering the business strategy.