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Experienced Strategy consultant with over 20 years experience helping corporates and SMEs improve their businesses
Mathew Wheatley
,
London, United Kingdom
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Mathew has over 20 years experience helping SMEs and Corporates achieve their strategic ambitions. He is now focused solely on the SME sector where he is passionate about designing and implementing truly transformational business strategies.
He is enthusiastic about working closely with clients to create innovative and workable strategies based on robust research and analysis. He has helped companies move into new countries, launch new products, significantly reduce their cost base and increase their revenues.
Mathew began his career as a market analyst and subsequently created the go-to-market strategy for a new service line at KPMG, headed up Market Analysis and Strategy functions at Barclays, led Strategy teams at UBS and worked with the New Zealand government to help Kiwi firms move into the Middle East and Africa.
He has been focussed on the SME sector for over 6 years during which time he has worked with firms across 4 continents and in multiple industry sectors.
He is enthusiastic about working closely with clients to create innovative and workable strategies based on robust research and analysis. He has helped companies move into new countries, launch new products, significantly reduce their cost base and increase their revenues.
Mathew began his career as a market analyst and subsequently created the go-to-market strategy for a new service line at KPMG, headed up Market Analysis and Strategy functions at Barclays, led Strategy teams at UBS and worked with the New Zealand government to help Kiwi firms move into the Middle East and Africa.
He has been focussed on the SME sector for over 6 years during which time he has worked with firms across 4 continents and in multiple industry sectors.
Markets
United Kingdom
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Industries
Language
English
Fluently
Available
My experience
2016 - ?
freelance
Strategy Consultant
Swiss Capital Management.
Providing strategy consulting services for companies seeking to enter new markets, expand operations and/or increase market share globally. End to end service including liquidity management to assess optimal investment scale, risk management, market intelligence led business case development and operating model design.
• Developed go-to-market strategy for a UK engineering firm looking to expand into the Middle East. Built data and analysis driven business cases, undertook liquidity analysis to ensure financial and strategic risks were minimised and designed operating models on a country by country basis.
• Providing consulting services to a French aviation company seeking to expand their operations and develop a new market for an innovative hybrid propulsion technology. Used a data and intelligence led approach to build actionable business and operational plans, and market development strategies.
• Sought capital from GCC based private office for a digital media company targeting the education sector across the Middle East. Undertook deep analysis of the market to develop their business plan, company structure, target segments and joint venture activities. Developed investor pitch materials.
• Approached by PE firm to facilitate the development and launch of a Multi Family Office based in the Dubai International Financial Centre on behalf of two families domiciled in Saudi Arabia. Advised on product suite, client acquisition, and market positioning.
• Developed go-to-market strategy for a UK engineering firm looking to expand into the Middle East. Built data and analysis driven business cases, undertook liquidity analysis to ensure financial and strategic risks were minimised and designed operating models on a country by country basis.
• Providing consulting services to a French aviation company seeking to expand their operations and develop a new market for an innovative hybrid propulsion technology. Used a data and intelligence led approach to build actionable business and operational plans, and market development strategies.
• Sought capital from GCC based private office for a digital media company targeting the education sector across the Middle East. Undertook deep analysis of the market to develop their business plan, company structure, target segments and joint venture activities. Developed investor pitch materials.
• Approached by PE firm to facilitate the development and launch of a Multi Family Office based in the Dubai International Financial Centre on behalf of two families domiciled in Saudi Arabia. Advised on product suite, client acquisition, and market positioning.
Business cases, LED, Hybrid, Go, GCC, Strategy Consulting, International, Office, Development, Design, Engineering, Business Case, Service, Technology, Management, Consulting, Risk Management, Operations
2014 - 2016
job
Head of Capital & Investment Strategy IMEA
NZTE.
Developed and implemented capital and investment strategy across India, the Middle East and Africa. Member of the Global Capital Executive Committee and Leadership Team for IMEA.
• Designed operating and organisation components, defined priority countries and industry sectors and developed deal origination processes to ensure pipeline of qualified investment opportunities.
• Built collaboration across multiple stakeholders in order to successfully implement the strategy. This included global, regional and local leadership of government ministries, corporates and external industry bodies.
• Built and maintained strong relationships with HNW, UHNW, family offices, sovereign wealth funds, government ministries and investment firms including hosting high profile events introducing New Zealand ministers, including the Prime Minister, to GCC investor community.
• Designed operating and organisation components, defined priority countries and industry sectors and developed deal origination processes to ensure pipeline of qualified investment opportunities.
• Built collaboration across multiple stakeholders in order to successfully implement the strategy. This included global, regional and local leadership of government ministries, corporates and external industry bodies.
• Built and maintained strong relationships with HNW, UHNW, family offices, sovereign wealth funds, government ministries and investment firms including hosting high profile events introducing New Zealand ministers, including the Prime Minister, to GCC investor community.
Leadership, Hosting, Community, Organization, GCC, Processes
2006 - 2013
job
Director Strategy & Business Development
UBS. Zurich.
Led a team of strategy professionals within the division's internal consulting practice. Tasked with identifying and leveraging strategic opportunities across onshore and offshore locations. Drove the strategic agenda for Wealth Management ExCo and led initiatives covering new product development, new market entry strategies, client segmentation strategies and value proposition enhancement.
• Developed market entry strategies for wealth management franchises in the GCC, South Africa and a number of Latin American geographies.
• Undertook liquidity management analysis on a country and regional basis to optimise funding allocation, and built business cases to maximise return on investment for new market entry initiatives.
• Embedded financial and strategic risk management frameworks at Business Unit level to ensure that Exco had visibility of the risks allied with new market entry strategies and were aligned with the ERM strategy of UBS Group.
• Designed customer segmentation strategies and product suites where appropriate for global business owners, European UHNW, and the Italian onshore market.
• Embedded continual strategic information gathering and data analysis for market sizing, competitor profiling, competitor benchmarking and M&A pipeline evaluation.
• Developed market entry strategies for wealth management franchises in the GCC, South Africa and a number of Latin American geographies.
• Undertook liquidity management analysis on a country and regional basis to optimise funding allocation, and built business cases to maximise return on investment for new market entry initiatives.
• Embedded financial and strategic risk management frameworks at Business Unit level to ensure that Exco had visibility of the risks allied with new market entry strategies and were aligned with the ERM strategy of UBS Group.
• Designed customer segmentation strategies and product suites where appropriate for global business owners, European UHNW, and the Italian onshore market.
• Embedded continual strategic information gathering and data analysis for market sizing, competitor profiling, competitor benchmarking and M&A pipeline evaluation.
Business development, Data Analysis, Product development, Risk Management, M&A, Consulting, Management, Embedded, Offshore, Business cases, Market entry, Development, GCC, LED
2003 - 2006
job
Subject matter expert
KPMG.
London - 2003 to 2006
Global Financial Services Thought Leadership
Established knowledge and insights program that positioned KPMG at the forefront of developing innovative responses to industry challenges. Identified new solutions development initiatives across global FS practice.
• Spearheaded go-to-market strategy of KPMG's global Islamic Finance banking and insurance capability. Developed a Islamic Finance product suite and created a global network of specialists to ensure rapid growth of the business.
• Subject matter expert on consultancy projects for international financial services firms, including projects relating to MIFID, Performance Improvement, off-shoring and Islamic Finance.
Global Financial Services Thought Leadership
Established knowledge and insights program that positioned KPMG at the forefront of developing innovative responses to industry challenges. Identified new solutions development initiatives across global FS practice.
• Spearheaded go-to-market strategy of KPMG's global Islamic Finance banking and insurance capability. Developed a Islamic Finance product suite and created a global network of specialists to ensure rapid growth of the business.
• Subject matter expert on consultancy projects for international financial services firms, including projects relating to MIFID, Performance Improvement, off-shoring and Islamic Finance.
Leadership, Finance, Banking, Network, Growth, Insurance, Development, International, Go, MiFID
2000 - 2003
job
Senior Strategy & Planning Manager
Barclays Wealth.
Line manager for a team of analysts in tasked with driving the near and medium term strategic planning processes for Barclays Private Clients, including the Private Bank, Premier offering, Stockbrokers and European Retail.
• Worked on developing processes to collect and analyse competitor and industry intelligence in order to direct marketing planning activities.
• Used a data led approach to ensure business unit marketing plans and strategies were aligned and optimised.
Strategic Marketing Manager
• Developed new market entry strategies for mortgage lending to HNW clients in French and Spanish markets, and as part of a pre-deal team, identified potential synergies related to a joint venture with Legal & General Insurance, including determining key customer targets and value propositions.
• Worked on developing processes to collect and analyse competitor and industry intelligence in order to direct marketing planning activities.
• Used a data led approach to ensure business unit marketing plans and strategies were aligned and optimised.
Strategic Marketing Manager
• Developed new market entry strategies for mortgage lending to HNW clients in French and Spanish markets, and as part of a pre-deal team, identified potential synergies related to a joint venture with Legal & General Insurance, including determining key customer targets and value propositions.
Marketing, Retail, Strategic Planning, Direct marketing, Strategic Marketing, Marketing Planning, Market entry, Insurance, Processes, Manager, LED
1998 - 2000
job
Strategic Marketing Analyst
Independent Insurance Group.
Identified new market opportunities within insurance industry through assessments of market trends, industry dynamics & competitor information.
Marketing, Strategic Marketing, Analyst, Insurance
1997 - 1998
job
Research Analyst
Frost and Sullivan.
Researched and produced industry marketing reports and bespoke advisory analysis including market forecasts and assessments of corporate strategies in Energy and Environment industries.
Marketing, Research, Analyst, Energy, Energy
1995 - 1996
internship
Intern
United Nations.
Developed methodology to assess the environmental sustainability of economic development plans for emerging economies.
Sustainability, Development, Internal
My education
1992
-
1996
n/a
MSc, Geography
MSc, Geography
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