Who we are

SPDR School of Finance and Economics, as a leading global investment institution, continuously moves towards the global market, especially the future investment development of emerging markets! SPDR is committed to developing multiculturalism and encouraging innovation, helping customers achieve success. Whether as a responsible investment expert or representing clients in corresponding investments, SPDR always adheres to actively fulfilling corporate responsibility. Since establishment, it aims to create a professional, systematic, and forward-looking learning and communication platform to meet the growing demand for wealth management and the gap in the investor education market.

100+

Employees and counting

100,000+

Satisfied clients

USD1bn

Profit for customers every year

5+

Cities presence globally

2,000+

Children's education sponsored

13+

Collaborate with 13 non-governmental organizations focused on education, entrepreneurship, and the environment

3,000+

Volunteering hours spent by employees annually

36.5%

Women Employees. We take pride in women's empowerment and skill development.

Who we serve

Our clients include leading financial institutions, retail investors, high net worth users, institutional investors, asset management companies, and fund managers

Why SPDR School of Finance and Economics

Our Advantage

Nearly two decades of experience serving global financial services industry.

Support multi-dimensional solution suite

We listen carefully and work in a consultative fashion This creates a competitive edge which is truly sustainable.

Financial Services Domain Expertise

Our global talent pool of subject matter experts understands the context of client challenges.

Support a comprehensive solution suite

Our proprietary suite of technology tools helps clients differentiate in the market.

Global leading investment institution

Technology leads the future, and technological innovation serves us Bringing unprecedented opportunities and changes Has high accuracy and stability.

Meet the Team

  • Executive Leadership
Robert King

Graves David Gavin

Founder

Philip Gore-Randall

Yuting Shao

Co founder and CEO

Ian Mullen

Jason Pozner

CEO

Damian Burleigh

Hetal Shah

Chief Financial Officer

Chanakya Dissanayake

Barry DiBernardo

Managing Director

Sumit Chhabra

Jason Borne

Chief Revenue and Marketing Officer

Winnie Chong

Winnie Chong

Senior Assistant

Joyce Church

Keith Chow

Senior Assistant

Chole Teoh

Chole Teoh

Senior Assistant

Philip Gore-Randall

Philip Gore-Randall

Chairman

Robert King

Robert King

Chief Executive Officer

Ian Mullen

Ian Mullen

Chief Financial Officer

Robin Bell-Jones

Robin Bell-Jones

Partner, Head of London Permira

Chris Pell

Chris Pell

Principal Permira

Daniel Tan

Daniel Tan

Principal, Head of Asia Permira

Tim Swales

Tim Swales

Partner Equistone

Alan Middleton

Alan Middleton

Non-Executive Director

Dr Sunil K. Singh

Dr Sunil K. Singh

Non-Executive Director

How to engage with us

We understand that each client is unique and hence, we are open to different engagement models. Below are the three most frequently employed engagement models by our clients.

Block of Hours Model

Description:
Client purchases a block of hours that can be used any time during the month

Suitable for:

Clients with variable workflow; support during peak cycles

Highlight:

  • Flexibility to utilize capacity at any time during the month
  • Teams are staffed with relevant subject-matter experts as per project requirements
  • Customers will always have a single point of contact on SPDR Finance School WhatsApp Group

Ad-hoc Project Model

Description:

Support on a standalone project basis, with no long-term commitment

Suitable for:

Award winning tasks and educational activities

Highlight:

  • Ability to staff any team size at short notice for any time period
  • Teams are staffed with relevant subject-matter experts as per project requirements
  • Full visibility of project costing

Dedicated Staff Model

Description:

Intended to create a professional, systematic, and forward-looking learning and communication platform

Suitable for:

Meeting the growing demand for wealth management and the gap in the investor education market

Highlight:

  • Enhance investment expertise and promote investor education
  • Promote communication and cooperation
  • Cultivate future financial talents
CSR

Giving back to society

Corporate social responsibility has been a part of our approach to doing business for many years. We actively support activities for social empowerment, inclusive development and environmental sustainability.

Each year, we expand and incorporate projects that support many areas in need of social intervention. Here, we have shared some of the projects we are involved with and our journey so far in the CSR domain.