• WF2
  • Sector Expertise and Key Skills
    Banking, Capital Markets, Asset Management & Insurance. Life & GI

    Prize winning risk, regulatory and project management expertise. Training and running workshops. Change management, Basel II/III, Compliance, Derivatives, Structured Products, Solvency II, BD, proposal writing, thought leadership.
    Memberships: Various financial services organisations

After periods at Citibank, Lehman Brothers and Goldman Sachs in product, line and management roles, Winn moved into a risk consulting role at one of the four large blue chip consulting firms where he focused on delivering project management ERM solutions to a variety of banking and insurance institutions. He now specialises in helping clients whose needs are focused on risk and regulatory compliance.

Winn also assists the business as part of the board

Winn has successfully delivered a number of programmes some of which are detailed below:

Client: ​Large UK composite insurer
Winn ensured the smooth running of a part VII transfer/restructuring with stakeholders as varied as the client, legal firms, the regulator and the Royal Courts of Justice.
Failure would mean a commercial, business and reputational risk for the client being realised.

Client: Large UK composite insurer, Stress & Scenario Testing
Winn helped develop the SST output after the engagement of the senior executive
As part of RST, he also helped the client to understand Business Model failure at Group, Region, BU and Legal Entity level.Output included workshop and presentation to regional board which greatly assisted interaction with the regulator

Client: Large UK retail bank
Winn acted as the lead SME for a merger/integration of an exotic derivatives FI trading book migration
from the target to client system platforms.
He additionally produced a Finance Model (Funding and Cash) for issuance under a new legal entity bank.
He delivered & project managed front to back change across a variety of business sets (Trading , Middle Office, Finance, Market & Credit Risk for complete balance sheet of trades.
By assisting, facilitated and managing change across IT & Finance across two legal entities the migration was a success

​Client: Independent UK Regulator
As a project director he led a key project on a Conceptual Modelling Framework.
By project managing the research standards and reports on the areas relating to the project and developing project timetable proposals he helped develop technically and economically sound proposals and presenting them to the Board
This interaction involved stakeholders, including business leaders and senior members of the actuarial profession.
This covered the traditional practice areas of pensions, general insurance, life & investment and was well received.

Client: Large UK Retail Bank
Winn worked as a change PM in the delivery phase of a business and programme of change in the cross product, multi geography client business area.
He wrote the Terms of Reference and Business Requirements written and obtained global signoff

Email: winn.faria@asourceglobal.com
Phone: + 44 (0) 207 558 8163