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About

Angus Coats

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#inquisitive, #listener, #deepthinker, #unconventional, #creativeinnovator, #goodcommunicator, #collaborative, #relationshipmanager, #relationshipbuilder, #pragmatic, #decisive, #commercial, #strategic, #tactical, #budgeting, #forecasting, #technical, #datajunky, #securitiesbusiness, #impact-first investment, #knowledgemanagement, #changemanagement, #teambuilder-leader, #mentor, #self-starter, #proactive, #persistent, #enthusiastic, #empathetic, #demystifyier, #qualityhawk, #problemsolver, #deliverer, #AI pragmatist.

ROCK BAY is a UK-based boutique consultancy founded by Angus Coats in 2023. It serves enterprises of all sizes and geographies within the Financial Services ecosystem. As a senior leader with over 30 years of experience, Angus specialises in innovating Financial Services businesses through technology, strategic partnerships, effective team building, and forward-thinking strategies.

Throughout his career, Angus has created and developed products and services that deliver meaningful change, build value, maintain market relevance, and gain significant market share. His portfolio of experience includes:

  • Digital publishing platforms

  • Research Data platforms

  • Client-facing products, portals, and apps used by hundreds of thousands of users

  • Global distribution channels 

  • Operational optimisation and transformation initiatives on a global scale

  • Big Data and Alternative data strategies

  • AI implementation and integration

  • Data validation, modeling, and commercialization including:

    • Investment analysis

    • Trade floor modeling

    • Back office reporting

    • Actuarial solutions

    • ..and many others.

 

ROCK BAY leverages this expertise to deliver tailored solutions that address the challenges facing financial services organisations.

Former Head of Research - Credit Suisse

"I had the pleasure of working with Angus over two spells for more than 15 years. Not surprisingly, his expertise also led to him being retained as a contractor by UBS to assist in the integration of research analysts and systems from Credit Suisse to UBS. I oversaw aspects of that integration. Having worked closely with Angus and other IT professionals in investment banking and specifically equities, one of the features that stood out in Angus was his creativity. I have worked with many technically gifted technology executives but what they have often lacked has been a holistic understanding of a given business area and specifically potential commercial opportunities technology investment could lead to making them excellent at execution but at times lacking in recognising forward looking revenue generating opportunities. I found Angus’ creativity alongside his technical abilities lending itself to the latter. My presentations of our research offering to leading investment institutions alongside Angus testifies to this. In the current environment where AI specifically is providing sources of new disruption to the investment research model, his skill-set would be particularly invaluable. Understanding context to apply such tools is key. Angus has this expertise."

What you can expect...

Well.. quite a lot of questions, plenty of enthusiasm and creativity, a strong work ethic, close partnership, a dose of reality, leadership, clear strategy, communications and goals, tight governance (if applicable) and hopefully more than you were expecting.

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