Keith Fielden

Captain
DISC Type : DS

Co-Founder at SmartOnion

London Area, United Kingdom

Overview

Keith Fielden is a financial services executive with over 25 years of experience as a COO and CCO, particularly within hedge funds. Now a fintech innovator, he is the Co-Founder of SmartOnion, leveraging his expertise in governance and regulatory compliance, holding SMF16 and SMF17 certifications.

He transitioned from high-level institutional finance to founding a consumer-focused platform designed to solve the problem of "life admin" for families after identifying a critical gap in legacy planning.

Personality Overview

Long-Term Thinker

Dynamic But Sincere

Output-Driven

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Fintech Innovation
Founded SmartOnion, a digital platform to help individuals and families organize critical financial and legal documents, moving from institutional finance to consumer tech.
Legacy Planning
Passionate about solving the "life admin" problem, ensuring families can easily find wills, pensions, and insurance documents during critical life events.
Regulatory Compliance
A career-long expert in governance and regulatory structures for financial services firms, having held Chief Compliance Officer roles and SMF16/17 certifications.

Media Appearances

Keith has no verified media appearances

Work History

5-2024
Co-Founder at SmartOnion
2-2024
Chief Compliance Officer at Fortem Capital Limited
6-2021
Board Advisor /Chief Operating Officer / Chief Compliance Officer at DONNINGTON CONSULTING
3-2018 - 6-2021
Chief Operating Officer / Chief Compliance Officer at GREYHOUND CAPITAL MANAGEMENT
9-2017 - 2-2018
Chief Operating Officer at Cipher Principles

Education

Education details unavailable from Christ's College, Finchley

More Information

Social Presence :

Prographics :

Exp : 8 Location : London Area, United Kingdom Job Level : Leadership Designation : Co-Founder at SmartOnion
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Insights For Selling To Keith

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keith is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Keith

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Keith move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Keith take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Keith

Personality Compatibility


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