Stephen Lowe

Energizer
DISC Type : I

Head of Middle Office and Investment Operations at Royal London Asset Management

Greater London, England, United Kingdom

Overview

Stephen Lowe is the Head of Middle Office and Investment Operations at Royal London Asset Management, a senior role reporting to the COO. He is responsible for multiple teams and manages the firms critical outsourced relationships, focusing on governance, risk management, and operational effectiveness. His career has progressed through several operations and relationship management roles within the company.

He has contributed to industry-wide standards as a member of the Investment Associations Outsourcing Working Group.

Personality Overview

Full Of Energy

Informal

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are people oriented, friendly and like creating new connections.

Topics They Care About

Outsourcing Governance
He emphasizes a well-defined governance framework for monitoring outsourced providers, managing risks, and ensuring performance KPIs are met.
Vendor Risk Management
He advocates for a "Know-Your-Outsourcer" (KYO) policy, highlighting the importance of closely monitoring all changes and activities at external service providers.
Investment Operations
His role encompasses the direct management of various operational teams supporting RLAM's investment functions, drawing on experience from previous roles in trade processing and corporate actions.

Media Appearances

Stephen has no verified media appearances

Work History

7-2013
Head of Middle Office and Investment Operations at Royal London Asset Management
5-2011 - 6-2013
Head of Relationship Management (Outsource Operations) at Royal London Asset Management
8-2006 - 4-2011
Senior Relationship Manager (Outsourced Operations) at Royal London Asset Management
11-2004 - 8-2006
Account Manager at JPM WSS
4-2001 - 11-2004
Manager Transaction Processing at Morley Fund Management

Education

1976 - 1983
Education details unavailable from Penketh High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Greater London, England, United Kingdom Job Level : Mid-senior Designation : Head of Middle Office and Investment Operations at Royal London Asset Management
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Insights For Selling To Stephen

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Stephen

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Stephen move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Stephen take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Stephen

Personality Compatibility


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