Peter Harris: A Pioneer in the Insurance Industry

In 2017, CBL sold 20 million shares valued at $65 million. The shares represent 8.5% of the company’s issued capital. The sell was made to boost share market liquidity. The shares were sold for AU$3.00 per share. This is an 11% discount from the previous price of AU$3.35. CBL’s managing director at the time, Peter Harris, sold five million shares; the senior management sold 9.6 million, and deputy chairman Alistair Hutchinson sold 5.5 million shares. The shares were sold to a variety of Australian and New Zealand investors. CBL was founded in 2012 and specializes in reinsurance services. The companies services include brokerage services, property deposits, underwriting, rental guarantee bonds, and income protection. CBL provides its services to customers across the globe. The company had its headquarters in New Zealand and had approximately 550 employees.                          ;

Peter Harris received his master’s degree from the University of Auckland Business School. He started with CBL in 2007. Peter was instrumental in the success of CBL. He is also a board member of 25 other companies, The New Zealand Institute of Management, and the Australian Graduate School of Management. Prior to joining CBL, Mr. Harris served as a director for a number of companies to include Special Risks Insurance Brokers Ltd., Sunshine Nominees Ltd., South British Nominees Ltd., Dominion 114 Ltd., Alliance Investments Ltd., Eurasia Investments Ltd., South British Capital Ltd., General Capital and Commerce Ltd., Boston Marks International Ltd., Deposit Power Ltd., PFP Singapore Pte Ltd., Altares Ltd., and Claims Administration Bureau Ltd.

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Stratford Shields: Leading the way in the finance industry

Stratford Shields is a leading example of what a hard-working entrepreneurial can do in the finance industry. Receiving a bachelor’s degree in History from Ohio State University, a Master’s in Political Science and a Master of Business Administration from Columbia University, he has spent over 20 years in the municipal finance industry. He served as the Treasurer with the municipal finance industry association and was Vice Chairman and then Chairman of the Securities Industry Financial Markets Association in the Municipal Division. He would later move onto working for the Morgan Stanley firm for five years as the Head of Public Finance before moving out on his own to become the Managing Director at Loop Capital Markets. The push that Shields had to leave the Morgan Stanley firm, was leading a major university parking privatization deal. The deal was a 50-year long contract and worth $483 million between Ohio State University and LAZ/QIC. The first of its kind, it was called the “Deal of the Year” by Bond Buyer.

Mr. Shields’ outlook is rather straight forward and simple. Stay up to date on current events that are not only relevant to your client’s needs but to the world around you as well. Also, have realistic goals for you and your client. He arrives early at his office to go over each client’s file and comes up with new strategies or goes over their current plans and goals. One thing he cannot stress enough is the mutual and complete trust that is needed between the client and the financial advisor. A good book that he recommends people going into this type of industry read is “Liar’s Poker” by Michael Lewis. It is about the financial markets in the 70-80s, the author’s personal experience working with the Salomon Brothers firm and Wall Street.

An Overview of The Professional Pursuits of Anil Chaturvedi

Having over 40 years of experience in the banking industry especially the top international banks, Anil Chaturvedi is a renowned banker who has left an everlasting footmark wherever he has trended upon. He basically specializes in private banking, investment banking, corporate banking, and commercials banking as well as offering some corporate advisory services. Over the years his main focus has been on enhancing corporate collaboration and cross-border transactions between his own country India and Europe. He is currently serving as the Managing Director of Hinduja Bank based in Switzerland.

In 1997, Anil Chaturvedi got his Bachelor of Arts in Economics at Meerut University in India and proceeded to pursue his MBA at Delhi University School of Economics. In his four decades in this industry, he has served various positions including being a Branch Manager

As the Managing Director of this great bank, Anil Chaturvedi is endowed with a great responsibility of ensuring that private banking and consequently the wealth management solutions are properly executed to the satisfaction of their clients. Hinduja Bank operates 3 major divisions which include corporate finance, investment, and management of wealth. The bank operates from Geneva but has various branches and subsidiaries.

Hinduja Bank has made various acquisitions under the leadership of Anil Chaturvedi. Some of the acquisitions that the bank has made since 2009 include Banca Commerciale Lugano that was acquired in 2010. It has several subsidiaries in Switzerland and globally with its offices in cities like Zurich, Basel, Dubai, New York, Chennai, and London. Currently, Anil Chaturvedi oversees more than 200 employees. The bank usually emphases more on their clients in a more personalized approach while availing themselves always. They have stood out to be more flexible when it comes to offering quality customized solutions.

Since this is the passion and the driving force of Anil Chaturvedi, he views it as a simple task because it is springing from inside him. One of the attractions of this professional banker and the entire Hinduja Bank is their direct access to various business opportunities throughout the world due to their mother bank, Hinduja Group.