Michael Bird

Wildcard
DISC Type : isc

Head of LIO Operations at M&G

Chelmsford, England, United Kingdom

Overview

Michael Bird is the Head of LIO Operations at M&G, where he has progressed through several senior roles, including Head of Investment Services. His background is in team leadership and investment operations, supported by an Investment Management Certificate (IMC) and a CISI Level 3 qualification in Investments.

He has a significant history of internal promotion at M&G, advancing from Team Leader for Client Reporting to his current senior leadership position.

Personality Overview

Friendly But Slow

Curious But Skeptical

Requires Proof

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Investment Operations
As the Head of LIO Operations and former Head of Investment Services at M&G, he has extensive experience overseeing core operational functions.
Team Leadership
He has managed teams in several roles at both M&G and Praemium, focusing on areas like client reporting and corporate actions.
Multi-Asset Portfolios
Previously managed reporting and capital movements for a range of multi-asset portfolios with funds under management exceeding £150 billion.

Media Appearances

Michael has no verified media appearances

Work History

1-2026
Head of LIO Operations at M&G
3-2020 - 1-2026
Head of Investment Services - Treasury & Investment Office (T&IO) at M&G
10-2018 - 3-2020
Senior Analyst, Investment Services - Treasury & Investment Office (T&IO) at M&G
6-2016 - 10-2018
Team Leader - Client Reporting, Internal Portfolio Services at M&G
4-2015 - 6-2016
Corporate Actions Manager at Praemium

Education

1998 - 2003
Education details unavailable from Hylands Secondary School

More Information

Social Presence :

Prographics :

Exp : 21 Location : Chelmsford, England, United Kingdom Job Level : Mid-senior Designation : Head of LIO Operations at M&G
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Ask them questions to understand their needs better while staying affable
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Michael

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Michael take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Michael

Personality Compatibility


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