Governance & Stewardship
Fiduciary leadership across institutional capital
Eight years of board-level experience managing significant institutional capital has taught me that effective governance requires more than oversight - it demands active stewardship that translates organizational purpose into sustainable outcomes. From managing historic endowments to developing policy frameworks, I focus on how governance structures can enhance rather than constrain institutional effectiveness.
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My approach combines fiduciary discipline with practical understanding of implementation challenges. Whether serving as Investment Committee member for a £160 million royal endowment or Trustee Treasurer transforming a local charity's financial sustainability, I bring systems thinking to governance challenges that often appear intractable.
Effective stewardship requires understanding stakeholder dynamics, risk appetite frameworks, and the practical constraints within which institutions operate. My neurodivergent perspective often identifies patterns and mismatches that consensus-driven processes overlook, bringing constructive challenge without compromising shared purpose.
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Current Governance Roles
King Edward VI Foundation - Investment Committee Member
Strategic oversight of £160 million endowment funding independent school assisted places and foundation operations. Led development of values-led Responsible Investment Policy framework designed for multi-asset implementation across complex governance structures.
Thrale Almshouse & Relief in Need Charity
Trustee Treasurer Financial stewardship of £4 million endowment supporting local housing and relief programs. Delivered 33% increase in annual grant-giving capability through strategic asset allocation optimization and cost management initiatives.
Both roles demonstrate how governance expertise translates into measurable institutional outcomes while maintaining stakeholder accountability and regulatory compliance.
Governance Philosophy
My approach to institutional governance centres on creating frameworks that enhance decision-making quality while respecting stakeholder dynamics and operational realities. This includes understanding how different governance models perform under pressure and developing processes that maintain institutional resilience across economic cycles.
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I believe effective governance requires constructive challenge supported by practical alternatives. This means bringing analytical rigour to strategic discussions while maintaining collaborative relationships across diverse stakeholder groups - from lay governors to investment professionals.
