Corporate Advisory

Jason Sumner

Head of Financial Services, with over 25 years within the financial services banking capital markets and asset management sector. Has held senior leadership and executive positions within top tier institutions managing an array of financial products and businesses. Operations expert across a wealth of financial products and instruments.

Jason has deep knowledge of innovative structured products and his strong technical skills are complemented by a specialism in change and restructuring. Jason has a proven track record of operational advisory, re-engineering, recovery, resolution, start up and execution. He has been responsible for developing and driving numerous industry products and initiatives. His thorough understanding of regulation, directives, legal frameworks and operational risk enable Jason to translate and execute through to business practice and operational process.

Jason has extensive management experience, demonstrating technical expertise across financial trading products and instruments. Combined with his experienced approach to business and process review, new businesses opportunities, development and initiation, trade processing, risk mitigation and cost management, Jason brings access to experience and a wealth of knowledge and understanding across a broad business and product spectrum. Jason has held numerous global and regional management positions.

Jason held operations management roles at Barclays, JP Morgan and Morgan Stanley, before moving to Lehman Brothers, where he was responsible for numerous Capital Market and Asset Management roles including: Prime Brokerage, Global Head of Collateral Management, Global Head of Fixed Income, Credit, Commodities, FX, Loans, Real Estate and Private Equity Middle and Back Office Operations and European Head of Asset Management Operations. Jason also worked with the PwC Administrators in an interim executive role leading re-engineering and management of Trading, Operations, Treasury for the Lehman Brothers Administration. Challenged with locating, negotiating, repatriating and managing the assets whilst building a supporting infrastructure.

With OCREUS Group responsibilities including business origination and product evolution across the group,  Jason works with firms across the buy and sell side, brokers and custodians, in seeking to address many of the primary and secondary challenges being driven by the continued evolving global agenda, from regulatory and compliance to Brexit across business and operational.  Jason is a FCA Skilled person. In the new business space,  Jason works with firms through advisory helping them develop and accelerate their new business products, models and client base along with helping navigation through the regulatory environments. Jason also acts as an advisor to numerous clients.

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