Find a Mentor
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I’m a Retail Banking professional with 34 years’ experience of dealing with customers, managing teams and delivering projects.
I’m an energetic and commercially focused Retail Banking professional, with 34 years experience in distribution and sales roles, people management, culture and engagement, organisational change, regulatory, credit and operational risk and business process change.
I’m now managing a portfolio of passions and interests including mentoring, board and charitable foundation support roles.
I’m a life long learner and have been a Fellow of the Chartered Banker since 2003.
Comfortable undertaking analysis at all stages of the project life-cycle, with the ability to communicate findings and issues in a friendly, positive & constructive manner.
View Linda's LinkedIn profile
Dr Coetzee has a PhD in Economics from the University of the Free State (UFS), an MBA (Chartered Banker) from the University of Bangor in Wales and a Master’s degree in Banking from the UFS.
He worked for Nedbank in the Retail Banking Division as a branch manager, and later as an analyst in the Sovereign and Institutions Risk Unit in the Corporate Credit Division.
Since leaving the private sector, he has pursued a career in academia and is currently the Deputy Chair of the Department of Economics at the UFS and a board member of the School of Investment and Banking at the Milpark Business School. Dr Coetzee has also been an external course evaluator and presenter in the Risk Management course presented by the South African Reserve Bank Academy, and teaches Macroeconomics in the MBA programme at the UFS Business School.
Since 2008 he has been a visiting external senior lecturer in financial risk management at the Salzburg University of Applied Sciences in Austria, where he teaches Master’s students specialising in Financial Risk Management. He has been an external course evaluator for several courses at, amongst others, North-West University and Rhodes University and has published in both South African and international academic journals in topics related to banking, specifically in the South African banking industry.
After being awarded the Top Emerging Researcher award by the Faculty of Economic and Management Sciences at the UFS in 2010 and 2013, Dr Coetzee was the editor and main contributor to a book published in 2016 based on the South African banking industry entitled “Bank Management in South Africa: A risk-based perspective.” This book is prescribed for several banking programmes by several universities in South Africa.
He is also a member of the Economics Society of South Africa and the Chartered Banker Institute, where he has Chartered Banker status and is a Senior Associate at the Centre for Risk, Banking and Financial Services at Nottingham University’s Business School.
View Johan's LinkedIn profile
Responsible for shaping the data strategy for the Commercial Bank and for its execution and delivery.
David has over 30 years’ experience in Banking. He completed his Chartered Banker Institute exams in 1990 and was made a Fellow of the Institute in 2008. He is also a qualified member of the Association of Corporate Treasurers and is a strong advocate of professional qualifications and continuous professional development.
David has broad experience having worked in such diverse areas as Retail Banking, Financial Management, Treasury Risk Management, Treasury Operations, Commercial Credit Risk, Infrastructure and Data Management. He has successfully delivered several large-scale change programmes.
David has built and led large, diverse and high performing teams and is passionate about helping people achieve their goals. He has had extensive mentoring experience, both as Mentor and Mentee; he is currently working with a personal coach as part of his ongoing professional development.
View David's LinkedIn profile
Senior member of the Commercial Banking team within Bank of Scotland & Lloyds Banking Group with a career that offers experience, expertise, achievement and recognition across the key areas of relationship management, finance, sales management, risk, control & oversight, financial & data analysis, customer service and people development.
Lead a team of Relationship Managers and Associate Relationship Managers providing local relationship banking services to corporates in the North of Scotland, and to Education, Government and Charities sector clients across Scotland
- Lloyds Banking Group Commercial Banking, Aberdeen, Senior Manager SME Banking - Leading a team of SME Relationship Managers in Aberdeen & Aberdeenshire
- Lloyds TSB Commercial Banking, Aberdeen - Senior Manager, Leading a team of relationship managers across Aberdeen, Aberdeenshire & Tayside
- Lloyds TSB Business Banking - Business Manager roles in Dundee and then Aberdeen
- Lloyds TSB Scotland - Various Branch Manager Roles
View Alex's LinkedIn profile
Trustee Royal Zoological Society of Scotland/ Vice President Chartered Banker Institute
Previously: Managing Director, Relationship Management. Adam & Company
View Kerry's LinkedIn profile
Joe has ten years’ experience in banking having started his career at RBS. During his time there, he worked in various roles in the Global Banking and Markets and Non-Core divisions, providing assurance work for southern Europe, Russia and the CIS.
In 2012, Joe joined Bank of London and The Middle East plc, a specialist Islamic corporate bank, becoming Associate Director in the Real Estate function. There, he wrote over £150m worth of lending, across a variety of sectors, such as residential, mixed-use, retirement and student accommodation with a total GDV of over £250m. Since April 2016, Joe has worked at Beaufort Capital, a specialist real estate private equity firm, focusing on mezzanine and equity investments for development projects across a wide range of asset classes and UK locations.
Joe received his Chartered Banker status in 2010, finishing second overall in that year’s graduating class, coming first in two subjects. Joe graduated from the University of Bristol and speaks Spanish and Russian.
View Joe's LinkedIn profile
In her most recent executive role, Sonia was Europe Head of Compliance with HSBC PLC advising on major global regulatory change programmes (inc. UK ring-fencing and senior managers’ regime), and responsible for overall governance and regulatory oversight of HSBC’s Global Functions, Operations & Technology across the Europe region.
Prior to HSBC, Sonia was a senior Compliance Director at Barclays where she was regional Head of Regulatory Change Oversight (Europe, Middle East, India and Africa). Sonia has worked in financial services for almost thirty years in a career spanning product development and marketing (AEGON); regulatory risk strategy & consulting (Arthur Andersen and Ernst & Young); and compliance advisory, regulatory change, governance and policy (Target Life, Royal Bank of Scotland, Lloyds Banking Group, Barclays, HSBC, UK regulators).
Sonia spent several years with the UK regulator (Financial Services Authority) as a senior conduct policy adviser, working on the (Conduct of Business Sourcebook) Handbook.
Sonia is an MBA graduate and Chartered Banker.
View Sonia's LinkedIn profile
Responsible for oversight, monitoring and risk appetite across all risk disciplines for the banking operations in China.
- 30 years with NAB Group
- 21 years with NAB’s UK operations in roles covering Retail Banking, Business Banking, Strategy and Risk Management
- 4 years with NAB in Melbourne in Group roles covering Retail Credit and Operational Risk
- 6 years as Head of Risk, China
View Ross's LinkedIn profile
29 years Banking experience across Retail Branch Management, Credit Policy, Business Banking, Corporate Banking, Specialised Business Services (workouts) and Credit.
I have worked in banking for 29 years across a number of roles, starting in Retail branch banking. I then moved into Credit Policy as a route to gaining a foundation level of knowledge in Business Banking and followed this with several years as a Business Banking Manager latterly managing a Business Centre.
For the past 10 years I have worked in Corporate & Structured Finance Credit, the last 5 of these has been as a Senior Credit Director. This role involves assessing and approving the Bank’s largest and most complex/specialised lending facilities to companies, and providing expert input to various Bank Committees. I have also recently been appointed to the Board of the Bank’s pension scheme.
I have benefited greatly from the guidance of other experienced senior lenders in banking and I would now like to pass that knowledge and experience on to the future banking senior leaders.
View John's LinkedIn profile
I started my career in the Oil & Gas industry working in different countries for short to medium periods of time. I covered a strong customer-facing role where I managed client contracts, technical, commercial contracts, and the related projects. After few years being away from Italy while I lived in many countries, I planned a career move into the Financial Service Industry. To achieve this target, I decided to increase my knowledge in Economics and Finance by obtaining a new degree in Business Economics where I was prized twice for outstanding academic performance and successively obtained an MBA in Finance, Warwick Business School, with the intention to add an in-depth financial knowledge. I have worked in Citi, Aberdeen Standard life, and now with my own consultancy company with major client in California (Franklin Templeton).
My major focus in FI is Asset and Wealth Management. I became Chartered Banker in Dec 2016 where I managed to be priced as the best performer of the year in Ethics and now actively member of the Chartered Banker Institute.
I recently moved to London after being based in Edinburgh for a few years due to business needs and network. Recently I have also enrolled in a Doctorate in Business Administration focused my research project in Ledger Technologies apply to digitalisation of financial institution and related ecosystem and opened a start-up in India based on my own idea and whitepaper.
Life is busy but exciting. Keen Golf player to free up my mind.
View Andre's LinkedIn profile
The 1st Institute’s qualified member in Hong Kong since 2002 and qualified Chartered Banker MCIBS. He has also been elected as a Fellow Member of Financial Services Institute of Australasia in 2017. The Chartered Banker Professional Conversion Course as well as the Chartered Banker MBA has been introduced to Hong Kong in 2009 and 2012 respectively.
A highly qualified audit professional with more than twenty years of experience in auditing of financial services corporations and non-governmental organisation.
View Henry's LinkedIn profile
• Integral in the successful wind-down of the Irish loan portfolio through various projects and through formalising and agreeing viable customer exits within risk appetite
• While with Wealth & International Credit Sanctioning, Linda built and demonstrated her credit analysis skills, written and oral communication to Senior Leaders and the Group Executive
• Linda developed her negotiating, restructuring and credit management skills through positions within Commercial Risk
Bill is Principal of McCall & Partners, a strategic corporate finance advisory business he founded in 1999.
He is a seasoned independent Director and has been Chairman of more than 50 private equity backed companies. His current portfolio includes 5 Norwegian, US and UK based Energy and Tech/Service related businesses. He has chaired Listed and Private Company boards in the UK, Nordic region and North America.
View Bill's LinkedIn profile
Experienced retail and commercial banker with 35 years experience working for HSBC and Santander. The last 9 years of that career period as Managing Director for the North Division of Santander leading teams through several significant change periods and resulting in the creation of a successful challenger Bank.
View David's LinkedIn profile
David has been in Financial Services since 1982 starting in branch banking and then held numerous roles in RBS over a 28 year period covering risk focused roles in Retail Banking, Operations and Security and Fraud functions. He then spent four years in Virgin Money firstly developing the second line Change Risk oversight capability and then on the Risk function development for the Credit Cards business. David is currently with Clydesdale Bank as Operational Risk Oversight Partner. David is a Fellow of the Chartered Banker Institute.
He loves all forms of sport including, football, hockey, rugby, tennis, badminton although its more as a spectator now than as a participant.
View David's LinkedIn profile
Stuart Newey, Head of Banking at Coutts is responsible for the development and delivery of the end to end banking proposition, the day to day delivery of the Coutts / Adam 24 telephony based service and the Coutts 24 Private Banking client facing teams.
Stuart started his career with NatWest as a management trainee, before moving to work on the first online banking services in 1985. He has undertaken a variety of roles for the bank across a number of franchises including cashier, computer programmer, consultant, market researcher, product manager, banker, programme manager and operations manager. Joining Private Banking in 2000 Stuart was part of the senior team which relaunched NatWest Private Banking, has led our investment operations and was the business lead for the implementation of Avaloq into the UK Private Bank. Stuart is a Chartered Banker and holds an MBA with distinction from Warwick Business School.
Outside of work Stuart mentors creative maker designers and makes his own furniture when he is not on the family allotment.
View Stuart's LinkedIn profile
View Scott's LinkedIn profile
I have been an active member of the Institute throughout my Banking career, particularly with the Edinburgh District Local Centre. I have been a member of Committee with the District Centre for the last 10 years, having served as Secretary, Vice Chairman, and am currently Chairman of the Edinburgh, Lothians & Fife District Centre.
I have been a Chartered Banker since 2000, and was elected as a Fellow of the Institute in 2013. As well as being a Chartered Banker, I am a Chartered Secretary (ICSA – The Governance Institute), a member of the Association for Project Management (APM), and also hold PRINCE2 qualifications.
I have over 30 years experience in the Financial services sector, and have worked across the Banking Industry in a variety of roles, and for a number of Banks (including RBS, Tesco Bank, and Lloyds Banking Group). My main specialty is in Change Management, particularly in Governance & Reporting, but I also have a background in Continuous Improvement, Programme / Project Management, and Risk & Governance, with a particular interest in improving financial education.
View Eric's LinkedIn profile
Mohamed currently works as Senior Manager (MIS), Financial Analysis & Budgeting – Group Financial Control at Islamic bank based in Kuwait since 2004, whereby the assigned role is concerned with three main areas for Financial Planning, Budget Control & Financial Analysis and MIS Reporting.
His areas of distinguished experience, which are as follows:
- Islamic Banking and Finance
- Capital Adequacy [Basel II & III] and its implication in Islamic banking
- Capital Management [Optimization and Allocation]
- Profitability and Fund Transfer Pricing
- Financial Planning and Analysis [Budgeting, Cost Containment, Performance Measurement]
- Asset & Liability Management [ALM] - Financial Reporting
- MIS Framework [Data unification, Financial Models and BI Reporting]
- Financial System Implementation & IT Demand Management
- Transformation Change Management Program
- Corporate Governance and Professional Ethics
- Regulatory reporting [Micro and Macro Prudential regulation]
- Financial Reporting & adaption of newly Accounting & reporting Standards
View Mohamed's LinkedIn profile
I can support young bankers who would like insight into the various lines of banking and would like to work with enthusiastic, ambitious individuals from all types of backgrounds.
I enjoy golf, football and cycling in my spare time!
View Mark's LinkedIn profile