People and culture

Tony enjoyed a career at HSBC for over twenty five years, working across a number of different business areas, including the Global HR team. Tony now works for Eversheds Sutherland LLP holding responsibility for the development of their Diversity and CR strategy and leading their social mobility programmes.

Lena has worked as Head of External Reporting and Accounting Policy for Close Brothers Group. Prior to joining Close Brothers in 2010, Lena was a director in the capital markets group of PWC, based in London and New York.

Michael is a Chartered Financial Analyst, working for Morningstar as an equity analyst based in the Netherlands. Michael brings with him over a decade of experience in the financial services industry, having previously worked in the UK and Australia. In his prior role with Close Brothers Asset Management in London he worked within a multi-asset team managing over GBP 1.3 billion in assets.

Lillian is a lawyer and worked in international financial services where she has been Managing Director of a life assurance company and has subsequently held various non-executive roles in investment management, trust companies, charities and regulatory authorities. She is the current Chair of the Isle of Man Financial Services Authority as well as being Chair of the Island’s Research Ethics Committee. She is a Past President of the UK Chartered Insurance Institute and is a member of their professional standards committee.

Rachel has over 30 years’ experience with Barclays in financial services and payments. She has held a variety of roles in business management, risk and control, planning, commercial and P&L management, and is currently Head of Planning and Controls with Barclays Payments Digital.

Marco is a Senior Client Portfolio Manager for Aberdeen Standard Capital, the discretionary fund manager of Aberdeen Standard Investments, a leading global asset manager. He manages assets on behalf of pension funds, Trust companies and private clients. Marco is a Chartered Financial Analyst with over 15 years’ experience, having previously worked for the South Korean Sovereign Wealth Fund co-managing their European Equity portfolio and the Relx corporate pension fund managing UK equities.

Prior to taking early retirement in 2014, Beverley’s 35-year career at HSBC spanned large-scale leadership roles, having been Regional Director of a number of geographies throughout the UK and Head of the UK retail and wealth management business. Beverley has a portfolio of non-executive directorships, which includes her role at Bank Workers Charity, and also HSBC Bank Pension Trust (UK) Limited.

Suzanne is the Chief People and Transformation Officer for PRS for Music. Previously, Suzanne was an HR Director at Santander where she worked for over 15 years and has a strong interest in culture, diversity, wellbeing and health. Suzanne also worked as a management consultant at Accenture specialising in change management.

Sharon’s current role is as Wellbeing & Benefits Lead at NatWest Group, having previously worked as a pensions actuary for both Natwest and PwC. As well as her actuarial background, Sharon has an MSc in Psychology and is passionate about combining her knowledge of statistics and psychology to drive solutions led by people and data.

Duncan joined Bank Workers Charity in September 2020 as a Trustee and member of the Audit and Risk Committee. Duncan has worked in financial services for 40 years, twenty-five of which were in Internal Audit with extensive experience in global markets, investment, wealth management, regulation and governance. He has worked at several institutions including Barclays, Chase Manhattan, Bank of America, HBOS and Grant Thornton. He holds an ACIB qualification (Associate of the Chartered Institute of Bankers) and a BSc in Financial Studies from the University of Manchester Institute of Science and Technology.