Our guest is Dean Proctor, CEO of 7IM, an investment management and technology firm that works with financial advisers and planners to achieve the best for their clients.
Dean became Chief Executive Officer (CEO) at 7IM in April 2019. He has 25 years of experience in the Financial Services sector encompassing leadership roles in businesses in the UK and the Middle East.
He began his career at Lloyds Bank, joined Citibank as UK Marketing Director then went on to run their Credit Cards business in the Middle East before returning to the UK as the Managing Director of UK Retail and Wealth Management and Egg Banking plc. From 2009, he spent three years as CEO of Arbuthnot Latham Private Bank Ltd then moved to Qatar as Executive General Manager of Retail, Private and Commercial Banking for Commercial Bank of Qatar. He returned to the UK in 2016 where he joined Barclays Bank, initially to lead the Private Global Clients business, then following the Structural Reform Programme he moved to head the UK Unsecured Lending business that included Barclaycard.
Taking on the leadership of 7IM, he sees it as a great challenge and a privilege to build on the legacy of the founders and to lead the business to the next level.
Dean Proctor