Head of Insight and Consulting (Funds and DFM)
As Head of Insight and Consulting (Funds and DFM), Pan leads an expert team of insight analysts who are responsible for Defaqto’s Ratings, Risk Mappings and authoring thought leadership articles and publications. The team also provide consultancy services to fund houses, DFMs and intermediary clients.
Pan has held senior management and leadership roles in Allied Dunbar, Towry, Intrinsic and Sesame Bankhall Group (SBG) – gaining experience in tied, multi-tied, independent and network business models. Most recently, Pan has specialised in the design, development and delivery of advisory investment propositions and technology solutions. Whilst at SBG, Pan was responsible for the launch of the Optimum Investment Management.
In his spare time, Pan enjoys the frustrations of trying to play golf and he is a keen scuba diver.