Giles Travers
Executive Director@ Lionpoint Group
London, England, United Kingdom
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Giles Travers is a highly experienced professional with over 15 years of consulting experience in global asset and wealth management firms. He has a strong focus on digital and technology transformation, fintech, and legaltech solutions. Giles has expertise in strategic technology roadmap development, project management, and vendor selections. He has worked with renowned companies such as Lionpoint Group, SEI, and TMF Group, where he held various leadership positions. Giles is currently the Executive Director at Lionpoint Group and has a proven track record in the financial services industry.
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Emails and Phone Numbers

@seic.com
@tmf-group.com
@lionpointgroup.com
@lionpointgroup.com
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About

Over 15 years’ consulting experience with leading global asset and wealth management firms in respect of strategy, technology and operations. Strong focus on digital and technology transformation, fintech and legaltech solutions. Expertise: Strategic Technology Roadmap Development, Project Management, Fund Operations, Business Analysis, Vendor Selections, System Implementation, System Optimisation, Business Process Optimisation, Investor Relations, EPM, FP&A, Data & Analytics, CRM, Investor Reporting, Legal, Compliance and Regulatory Reporting. Systems Experience includes: Anaplan, Black Mountain Systems, Advent Geneva, FIS Investran, eFront, iLEVEL, Preqin Solutions, Burgiss, SEI, Cobalt, Chronograph, Yardi, Office 365, PowerBI, Blueprint, Computershare GEMS, Viewpoint, VTS, Workiva, Salesforce, Dynamics and more.

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Work Experience

805 3rd Ave, New York, 10022, US

Business Consulting and Services

276
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Giles Travers's Professional Milestones

  • Director, Alternative Investment Funds (2015-01-01~2018-01-01): Creating and implementing strategic investment programs to optimize portfolio performance and drive operational efficiency.
  • Director, Private Equity (2010-01-01~2015-01-01): Revitalized the company's financial strategies, driving profitability and optimizing portfolio performance.
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