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Managing Director at The Alternative Board (Bristol North)", "How to become a Non-Executive Director

\'\'This course is a must for any aspiring NED and even established NED's as a refresher. The content and its delivery were well paced, informative and challenging in equal measures, led by a seasoned expert whose capabilities provide a wealth of knowledge to be drawn upon. Incredible value for money and should be part of a suite of courses leading to a more formal qualification for aspiring NEDs. 100% recommended, you will not be disappointed. Jon Cross Managing Director at Essenjay Associates Ltd", "How to become a Non-Executive Director
The course covered the background to governance comprehensively but more usefully for me was some of the practical issues in becoming a non-executive director, particularly in the SME sector Graham Matthews", "How to become a Non-Executive Director
A great introduction to the world of NEDs; well-structured and expertly delivered. Tony Gunby OBE MA FCMI, E-Commerce and Trusts Fundraiser at Helen & Douglas House", "I found the How to become a Non-Executive Director course very informative and well presented. I would recommend it as a good overview of Board Function and personal requirements. It gave me clarity about things I thought I already knew but clearly did not. The small number of attendees made for a more personal interactive day which we all appreciated Maire Brankin, Director at Oxford Executive", "How to become a Non-Executive Director
\'\'I did the course in Bristol, in January on a chilly day. I received a warm welcome however and David brought the subject matter to life, made it practical, and tailored it to our specific objectives. The course structure made sense, we had enjoyable discussions, and the other people on the course (as usual with such things) were a good resource too. I can recommend it fully to anyone considering it. You'll be in capable and experienced hands. Alex Nichols Director at Alex Nichols Consulting Ltd", "How to become a Non-Executive Director
A really useful day for anyone with serious intentions of becoming a NED. The event was well structured with a good balance between the theory of corporate governance and NED responsibilities as well as allowing plenty of time for sharing experiences through group interaction Mike Jones Director OBS Management Consultants Limited", "How to become a Non-Executive Director
\'\'An invaluable course for anyone looking for NED roles. Expertly delivered, honest and action focussed. Extremely useful materials. Feel much better equipped for to pursue opportunities as a NED. Sumita Hutchison Chair of the Interim Commissioner for Race Equality, Lawyer", "How to become a Non-Executive Director
I found the day stimulating and informative. It confirmed many of the areas I was aware of working with a Board as a Company Secretary and refreshed my knowledge on some of the legal aspects of the role Barbara Suggitt Company Secretary at Hertfordshire Partnership NHS Foundation Trust", "\'\'I recently attended David's How to become a Non-Executive Director course. I can highly recommend this comprehensive and value-for-money all-day course. Class numbers were kept at a manageable size for maximum interaction, enabling everyone to contribute and get the most out of the day. It was interesting to note that the course attracted a diverse range of interested participants, ranging from someone in their first job to an experienced member of committees, to someone who had substantial work experience, quite removed from the corporate arena, who wanted to learn about and explore opportunities as an NED. The course content was extremely relevant and helpful including the different routes to becoming an NED. On the basis of this training, attendees could feel more confident about embarking on the next stage of applying for opportunities leading in the long-term to an NED role or two. David clearly has a wealth of experience and is to be congratulated for his extremely useful training that has been pitched at the right (user-friendly) level for participants from diverse backgrounds. Sally Aitchison Head of Legal", "How to become a Non-Executive Director
As an introduction to the world of NED's this course is well structured to give an honest and practical insight in to how to identify and prepare for a move in this direction. Money well spent! John Cooper, Vice President, North West Europe at Weber-Stephen Products LLC United Kingdom", "Sales for Non-Sales Directors

\'\'I found this very useful , John really knew his stuff and made this engaging and materials were spot on and good interaction with other members on the course which added to the skill sharing- I learned a lot. John Smith IT Resources Ltd.", "How to become a Non-Executive Director
The material, the course leader’s insights, and the opportunity to share thoughts and feelings with similarly inclined business people, made for a really valuable day. I came away with some clear actions. Bernard Grenville-Jones Chairman | NED | Entrepreneur", "Finance for Non-Finance Directors
Philip had an excellent wealth of experience & practical knowledge of a wide number of industries and was really warm & welcoming- An asset to the course! Alana Chalmers, Marketing Management & Business Development", "Having attended one of David's Social Media seminars in the past, can I highly commend anyone still sitting on the bottom rung, watching everyone else climb the social media engagement ladder, to attend, listen and be enlightened by what David will no doubt convey Sam Finlay Experts in Creating Engaging Video & Animated Videos that Explain the Value of What You Do.", "How to become a Non-Executive Director

\'\'This course was excellent and greatly exceeded my expectations. The course format is interactive, with small-group teaching in a seminar/workshop format, led by an experienced Chartered Director who generously shared his personal experience Christine Wilson Non-executive Director, Multi-Academy Trust", "How to become a Non-Executive Director

\'\'I attended this course shortly after starting my first Non-Executive Director role and found David’s expertise and insight to be invaluable. The course also covers practical things such as how to go about finding Non-Executive Director roles – and so last week (6 months after I attended the course) I started my second NED role, and have an interview for a third one next week. I can highly recommend attending this course for current or aspiring NEDs. Neil Stevens Director, Sirius Partners Ltd, NED for Bristol Community Health and Stalis Ltd", "How to become a Non-Executive Director
\'\'The course was a really thorough grounding in what it means to be a non-exec director and how you can apply your knowledge and skills to the role to good effect. The combination of useful information about corporate governance and directors' liabilities, a very experienced and insightful course lead in the form of David Doughty, and practical exercises about how to address particular situations that NEDs can expect to face made for a very interesting session, but also one which was directly applicable to my new role. Jane Ginnever FRSA Founding Director, SHIFT", "I found the How to become a Non-Executive Director workshop really insightful and useful in helping understand both the role of an NED and with creating your own plan on becoming an NED. I would recommend this workshop to anyone who is considering doing just that. Dave Harrison Co-Founder and Director at 10Eighty", ], numQuotes: 53, fadeDuration: 2, fadeoutDuration: 2, delay: 20, quotesInit: function(){ if (this.numQuotes

Rupert Tate - Non-Executive Director

 Finance, Specialist NEDs
Mar 292017
 
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Rupert Tate

Finance NED
Senior asset management professional with thirty years experience in financial services. Extensive board level experience, charity trustee and non exec for early stage venture. Proven track record in relationship management, product management and design, and marketing to clients in UK and overseas.
Email: [email protected]
Profile: Investment professional with strong communication and presentation skills

Pitching for new business and managing ongoing client relationships and reporting

Product design development, positioning and marketing

Broad knowledge of financial markets; IMC, FSA registered

Modern languages graduate with extensive international experience and contacts

Board experience, strategic planning and financial modelling.

 
Current Status: Looking for a NED role
Current and previous Board-level experience: Partner, Sarasin & Partners LLP (2008-2017)

External Member, Lady Margaret Hall Investment Committee (2007-2017)

Trustee, Young Musicians Symphony Orchestra (2006-2017)

Non Executive Director, Koda Music (2016-2017)
Career Record: 2006-17 Sarasin & Partners

2008-17 Partner (appointed 2008).Institutional Team with responsibilities for managing key client relationship in UK and overseas, marketing and business development.

2006-8 Product design and marketing of long short UCITS III pooled vehicles.

1987-2006: Merrill Lynch Investment Managers (MLIM)/Mercury Asset Management (MAM)

2004-6: Product Specialist, Hedge Funds.Product design and marketing.

2000-03: Investment Communication and Sales, Client Coverage Group (cross selling MLIM products through ML).

1997-9: Product Specialist, MLIM European Equity Team.  Marketing and sales, including roll out of MAM products through Merrill’s brokerage network in US.  Investment research responsibility for European Utility Sector.

1994-7: Mercury Bank, Geneva.  Client relationship, asset management and marketing for Spanish clients.

1993 Attached to McKinsey team reviewing MAM business (6 months). Review of French Asset Management market and proposed acquisition of French asset management business (based in Paris for 3 months).

1989-93 Fund Manager, MAM European Equity Team. Direct Continental European investments for institutional clients.  Research responsibilities for Spain (89-91) and France (91-93), Construction sector. Co-authored paper for MAM’s largest client on outlook for and impact of breakup of Warsaw Pact post 1989.

1988: Santander Warburg Asset Management, Madrid. Asset management for institutional accounts (primarily in Spanish equity market).

1987: MAM European Equity Team.  Research responsibility for Italian market.

1986-7 Cazenove and Co:  Graduate trainee.

 

 

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