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
Graves David Gavin
Founder
Yuting Shao
Co founder and CEO
Jason Pozner
CEO
Hetal Shah
Chief Financial Officer
Barry DiBernardo
Managing Director
Jason Borne
Chief Revenue and Marketing Officer
Winnie Chong
Senior Assistant
Keith Chow
Senior Assistant
Chole Teoh
Senior Assistant
Philip Gore-Randall
Chairman
Robert King
Chief Executive Officer
Ian Mullen
Chief Financial Officer
Robin Bell-Jones
Partner, Head of London Permira
Chris Pell
Principal Permira
Daniel Tan
Principal, Head of Asia Permira
Tim Swales
Partner Equistone
Alan Middleton
Non-Executive Director
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.
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.