Warren Edwardes
Warren Edwardes' CV in
PDF
contact via e-mail warren@edwardes.org
CV - profile - history - interests
Warren Edwardes, author of Key
financial instruments: understanding and innovating in the
world of derivatives; Financial Times Prentice Hall. Warren is ceo of the london-based financial product creativity,
communication and control consulting and training firm,
and founder of Wine for Spice Limited
Date of Birth:
13 August 1953
Nationality:
British 
(Wife is Spanish 
)
CV career
profile
Globally well-rounded experience as an investment and commercial banker, in a AAA corporate treasury, in insurance and as a consultant and trainer demonstrating vision, competence and drive.
Dealing desk experience in Treasury and Capital Markets areas as an asset/liability manager, risk immuniser and portfolio manager.
Structured, marketed, sold and risk-managed landmark wholesale and retail investment, financing and derivative products generating high-quality, low-risk profits in a cross-market environment.
Accomplished financial product innovator and entrepreneur managing and advising on development processes from concept to closing. Often quoted in the media on treasury, finance and e-finance.
Mature, yet alert, entrepreneurial and quick to react to emerging developments and cross-market opportunities.
Probability-trained, taxation and regulation aware.
Recognised in communication skills as an "Advanced Toastmaster". Regular conference chairman and speaker in Asia, Africa, America and in Europe and on television and radio on Banking, Finance & Creativity.
Regularly invited to write for or be interviewed by newspapers, banking, treasury and chambers of congress journals. Commissioned by Financial Times Prentice Hall to write best-selling "Key Financial Instruments: understanding and innovating in the world of derivatives" now launched in Spanish as "Instrumentos financieros fundamentales". Recently commissioned "Bankinsurance hybrids, insurance derivatives and ART". Invited to act as publications advisor to the Institute of Islamic Banking and Insurance. Publications list
A proficient net-worker and linguist, fluent in Spanish. voice voz veu
Skilled in leading creative people in a multinational environment.
Experience & Expertise
e-business
Developing finance training firm schoolofbanking.com at London international school of banking and finance.
Advised a FTSE top 10 firm on the benefits of setting up technology-driven banking services operation.
Appointed WebMaster of 11,000 member The Catenian Association one year after joining.
Set up websites for charities and firms.
Treasury & Capital Markets Management
Managed pre-eminent US Commercial Paper programme with "interest and currency exchange equalisation account" (an early swap); currency investments, exchanges and swaps; advice to purchasing and sales departments on the foreign exchange aspects of contracts.
Issued FRNs / FRCDs, managed bond portfolios; arbitrage structuring; Forecast interest rates and money supply
Structured Product Development
Developed "basis swaps" for use by financial institutions in A/L Management; structured "repackaged perpetual FRN" debt issue,
Developed retail deposit and mortgage product swaps for savings institutions with hedging backup; developed the tax-efficient "hedged currency deposit" for corporations; LDC debt package evaluation
Set up team to include project management, reporting, exposure control, risk assessment, legal framework and innovation; invented and implemented the landmark products: "Break Forward" & the "Limit Swap", tax and cash flow efficient option substitutes and the "SCOUT".
Structured retail and wholesale Islamic asset & liability products.
Created tax and capital-efficient hedging & investment structures including "Section 233 loans" and structured "Perpetual Currency Swaps", a tax and capital-saving translation exposure management currency swap.
Innovation & Creativity Management
Re-engineered Innovation process from thought to product; designed "Delphi Thought Pad" software.
Coined Hindervation concept which identifies organisational blockages; "50 Ways to Hinder Innovation" and upside-down thinking which suggests that problems should be inverted.
Spoken on IDEA method of innovation
Marketing & Sales
Head of Sales, Treasury and Capital Markets, London Branch (6 months Interim) at Belgium's KBC Bank.
Clients & relationships for own consultancy developed in Andorra, Australia, Greece, Ireland, Korea, Portugal, South Africa, Spain & the UK.
Marketed and sold structured financial products to retail financial institutions and corporations
Derivatives Control / Performance Measurement & Management
Advised client to renegotiate structured swap. Client was saved $6 million
Reverse engineered structured financial products;
Designed derivatives valuation method: "Benefit Functions". Advised on Value @ risk.
Pension fund performance measurement; development of APR tables; analysis of randomness of lottery bonds; development of gilts indices.
Assisted with futures strategy prior to set-up of LIFFE.
Asset/Liability Risk Management
Hedging using on and off balance sheet instruments. Structured and developed activity and software.
Created "Delphi Duration" blending gaps, simulation and duration and "Composite Liquidity Scores".
A/LM responsibility during tight central bank currency, liquidity and balance sheet controls: the UK "corset".
Training
Developed and launched internet based bank and finance training firm schoolofbanking.com
Developed International Banking Academy English language MBA Finance and acted as Visiting Professor of Financial Engineering , Derivatives & Innovation at the Korea Banking Institute.
Seminars and presentations to various clients on subjects including volatility, special swaps, derivatives demystification, innovation and speechcraft.
| 91 to date |
link delphi risk management |
Founder & CEO of consulting and training firm dedicated to financial product creativity, communication & control |
| 88 to 91 |
link
Bank |
Board Director, Financial Engineering, Capital Markets Division |
| 84 to 88 |
 link |
Assistant Director, Group Asset/Liability Management; Manager, Group Treasury Product Development |
| 81 to 84 |
British Gas 
link |
Senior International Dealer, Treasurer’s Dept |
| 78 to 81 |
 link
Bank |
Senior Analyst, Balance Sheet Management Section, Treasurer’s Department |
| 76 to 78 |
UK Government Actuary’s
Dept  link |
Actuarial Officer |
| 70 to 71 |
 linkEquitable Life Assurance Society |
Actuarial Assistant (pre-university year aged 16) |
Education & Training
| 93 to 98 | Toastmasters International | CTM Communication & Leadership Mar. 96; Advanced Toastmaster May. 97; Distinguished Toastmaster in progress |
| 94 | Islamic Foundation | Certificate in Islamic Banking & Finance |
| 91 | London Academy of Performing Arts | Public Speaking and Presentation |
| 87 | Cranfield University School of Management | Managing Creative People |
| 82 - 83 | London Business School | Certificate in Corporate Finance |
| 81 | Bank of America | Currency and Treasury Management Training |
| 74 - 76 | University of Southampton |
Grad. Diploma Economics & Econometrics. MPhil thesis in interest
rate term structures published.  |
| 71 - 74 | University of Sheffield | BSc Probability & Statistics.(2.i) |
|
|
English | fluent (mother tongue) |
|
|
Spanish | fluent (marital tongue) |
 |
Catalan | intermediate |
|
Italian | elementary |
|
French | elementary |
|
Portuguese | elementary |
Professional Associations and Societies
UK Association of Corporate Treasurers
International Union for Housing Finance
Institute of Islamic Banking & Insurance, Governor, Fellow and Publications advisor
PRMIA Risk Managers Association
London Business School Chairman, Finance Group, Alumni Association
Social & Charitable Associations and Societies
Spanish Place church - developed website; vice-chair of church finance committee
The Catenian Association WebMaster for 11,000 member Global Association. Also Circle Vice President and incoming President, formerly Circle Communication officer and webmaster.
Rotary International City & Shoreditch club communications officer. Example
Toastmasters International; Public speaking club. Past President, Seoul Club & Korea Area
Member of Torremirona Golf Club, Girona, Spain
Member of Moreno's Spanish Wine Club , London
Public speaking and creativity training to selected charitable groups and schools.
telephone: +44 (0) 20 7724 4606
fax: +44 (0) 870 132 0055
mobile: +44 (0) 794 191 6328
warren@edwardes.org
3 park steps
saint george's fields
london W2 2YQ
Warren Edwardes