Jim was appointed Chairman of SFE on 1 July, 2016. He has over 30 years of experience as a chartered accountant, with extensive experience in a listed environment at Board and Executive management level, including as CEO and Chairman.
(now EY) before moving into the corporate sector.
In 1988 he joined Sedgwick Group plc, a member of the FTSE 100, rising to become Group Treasurer and stayed until December 1998 at which point he was Deputy Group CFO.
In January 1999 he joined ICAP plc which became a FTSE 100 company and the world's largest specialist inter-dealer broker, as Group Finance Director.
He was Chief Operating and Financial Officer of Ashmore Group plc from 2006 to 2007 where he played an important role supporting the IPO initiative and managing the post IPO process both internally and externally.
Jim then became Chief Executive Officer of CMC Markets plc in October 2007 having previously served as a Non- Executive Director.
Currently Jim is Chairman of CYBG plc; Chairman of Miton Group plc; Chairman of RBC Europe Limited and BlueBay Asset Management; and Senior Independent Director for Rathbone Brothers plc. He is also Chairman of Scottish Financial Enterprise and Co- Chairman of Scotland's Financial Services Advisory Board with Nicola Sturgeon, First Minister of Scotland. Additionally, Jim sits on TheCityUK Advisory Board.
He was previously Non-Executive Director and Audit Committee Chairman at Aberdeen Asset Management PLC, Chairman of Edinburgh Investment Trust plc and Senior Independent Director of Crest Nicholson plc, Non-Executive Director at AON UK Limited and Non-Executive Director at Hermes Fund Managers Limited. He is also a past President of the Institute of Chartered Accountants of Scotland.
Amongst many outside interests, Jim has served on the Foundation Board helping preserve the world's last sea-going paddle steamer – The Waverley.
Graeme Jones was appointed as Chief Executive of Scottish Financial Enterprise (SFE) in January 2016.
Graeme's role focuses strongly on working across the SFE membership to understand the industry's diverse needs and external influences which shape the choices of its customers. Working with the membership, other industry bodies and partners, Graeme represents the needs and views of the industry to governments and regulators in Scotland, London and Brussels.
Before joining SFE, Graeme has held a number of senior posts in some of the UK's largest financial services organisations. His most recent post was Senior Partner – Banking and Financial Services at Experian and prior to this he has held the posts of; Head of Distribution for Aviva, Head of Regulated Sales at RBS Group and Manager of Strategy and Operations at Standard Life.
Graeme is a graduate of Aberdeen University, is an Associate of the Chartered Insurance Institute and a Chartered Insurer.
Stephanie is the Head of Financial Services in Scotland at PwC, appointed to this role in July 2010. The practice includes multi disciplinary teams working with financial services companies in retail banking, insurance and asset management.
Stephanie has worked in all these sectors, both in the UK and Europe, and is experienced in financial reporting, risk management, governance and regulatory requirements.
Stephanie is a law graduate, an Associate member of the Association of Corporate Treasurers and a member of the Institute of Chartered Accountants of Scotland.
Robin Bulloch became Managing Director of Lloyds Bank Retail in July 2015 following a period as Managing Director, Bank of Scotland. He is an established leader in both retail and business banking and was previously Deputy Chair of the Scottish Executive Committee, which acts to ensure that Lloyds Banking Group's interests are represented in the Scottish economy and community.
Robin joined Lloyds Banking Group in March 2011, having previously worked for RBS as Managing Director of UK Branch Banking, following his role as CEO of Tesco Bank, a joint venture between RBS and Tesco. Prior to taking on the role of Managing Director, Bank of Scotland, Robin ran the Group's General Insurance business.
He has over 35 years experience in financial services across retail banking, business banking, strategy and change, business banking and private banking, operating for a number of years at executive level and has held many regulator approved directorships.
Robin has an MBA from the University of Edinburgh and is a Fellow of the Chartered Institute of Bankers in Scotland. He is also a Trustee of the Bank of Scotland Foundation.
Wendy was appointed to the Board of SFE in December 2017 and chairs the Risk and Governance Committee. She is a senior Corporate Partner at international law firm CMS Cameron McKenna Nabarro Olswang LLP and has a particular focus on supporting financial services clients across the UK. Wendy acts for a large number of banks, insurers and UK fund and wealth managers and has over 25 years of experience in providing corporate, commercial, risk & governance, investment funds and outsourcing advice and in advising financial services clients strategically at board/executive level.
Her previous roles include working for Linklaters in London before heading-up the UK Corporate Group at Dundas &Wilson prior to its merger with CMS in 2014. A graduate of Edinburgh University, Wendy is also a Trustee of the Stewart Ivory Financial Education Trust.
Colin is Global Head of Data Services at HSBC and is a member of the HSBC Leadership team in Scotland. In his role as Global Head of Data Service, Colin is accountable for the following global functions; Asset Pricing, Instrument Management, Product, Change Delivery, Vendor & System Oversight, Client Relationship Management, Risk, Data Control, Business Management, Strategy, Communications and Strategic Golden Source Systems Delivery.
Colin has over 20 years Financial Services senior leadership experience across Asset Pricing, Instrument Management, Financial Markets Back Office Operations, Invoice Discounting and Mortgage Operations.
Before joining HSBC, Colin held a number of senior leadership roles at JP Morgan in Edinburgh, Ulster Bank (RBS) and Pfizer Treasury Services both based in Dublin.
Gary Marshall is Head of EMEA for Aberdeen Standard Investments. His role entails oversight of the asset management business activities undertaken by Group entities domiciled or operating in the EMEA region. He sits on the enlarged Group's Asset Management Committee.
Gary currently serves as Chief Executive of the ASI Group's primary fund management companies in UK and Luxembourg. He was previously Group Head of Product for Aberdeen Asset Management and joined the Aberdeen Group in 1997, serving as a member of Aberdeen's Group Management Board. He has had experience in many aspects of Aberdeen's operations in his previous roles having been based in London and Edinburgh, and in Philadelphia leading Aberdeen's business in the Americas from 2010 to mid-2014. Gary joined the financial services industry in 1983, working initially in marketing and product development at Scottish Provident, a UK life assurer. Gary joined Aberdeen via the acquisition of Prolific Financial Management (then a UK asset management subsidiary of Scottish Provident) in 1997.
Gary graduated with a BSc (Hons) in Actuarial Mathematics and Statistics from Heriot Watt University in Edinburgh and is a qualified Actuary.
Jamie Matheson was the Executive Chairman of Brewin Dolphin Holdings PLC until March 2013 – when he stepped down after eight years leading the company. Prior to this Jamie was a Glasgow director of the Bell Lawrie division of the Brewin Dolphin Group and was responsible for the Group's Corporate Broking activities.
Jamie started his career in 1972 at Parsons and Co. remaining with that firm through its various evolutionary stages until January 1996, when he joined Brewin Dolphin as a divisional director and then joined the PLC Board in 2002. Jamie Matheson was a Non-Executive Director of Scottish Radio Holdings plc from 2000 until its takeover by EMAP and a Non-Executive Director of Maven Income and Growth VCT5 PLC until April 2013.
Jamie is currently a Non-Executive Director of STV Group plc and is involved in a number of charitable organisations and their activities.
John joined Standard Life in December 2013 as Managing Director, Customer Operations. Shortly after arrival, John also took responsibility for employer relationships and our business in Germany and Ireland. As a member of Standard Life's UK and Europe Operating Committee John also plays an active role in all strategic matters relating to the business.
Prior to joining Standard Life John was Managing Director and Management Board member of Telefonica Germany based in Munich. His responsibilities covered sales in direct and indirect channels and customer operations. Prior to this John held the role of CEO Telefonica Slovakia and was a member of Telefonica's business in the Czech Republic.
Barry is Senior Vice President & Chief Operating Officer of State Street's Global Services business in the UK, Middle East & Africa with responsibility for service centres in Edinburgh, London & Cape Town covering all aspects of service delivery to State Street's Global Services customers in the region. He is a member of State Street's regional executive management committee and has overall responsibility for the strategic direction of our operations in the region. Barry is also a board member of a number of State Street legal entities in UK and South Africa.
Barry has spent his entire career in the asset servicing business having previously held senior positions within Bankers Trust and Deutsche Bank prior to him joining State Street in 2003. He is a member of the Financial Services Advisory Board which is the joint government and industry committee, set up and chaired by the Scottish First Minister.
Louise is Head of Design, Personal and Business Banking at RBS and is a member of the bank's Scotland Board. Louise is accountable for shaping the Personal and Business Banking transformation plan aligned to bank strategy and targeted at simplifying the bank and differentiating through customer experience.
Before joining RBS, Louise held a number of senior roles at Barclays Bank focused on defining and delivering core business strategy within the personal/retail segments and was also Chief of Staff to the UK Retail Bank CEO.