Heather Anne Hubbell

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Heather-Anne Hubbell

Director Hubbell Ventures Limited

I'm passionate about enabling and driving strategic business transformation, particularly using digital tools, processes and applications to increase efficiency. I work with clients ranging from digital start-ups and small and medium size enterprises to global financial institutions. I believe in focused collaboration and troubleshooting, ensuring the end result is fully understood and embedded in your organisation.

I’ve got an extensive record of transformation within Financial Services, in areas spanning corporate governance, risk efficiency and strategic planning and over the past five years I’ve focused on helping clients with corporate governance training.

I’ve developed a platform to help businesses manage processes and transactions across global teams more efficiently (See Phundex)

My background as a business owner, lawyer, banker, risk manager and digital transformation expert give me a unique insight and understanding of how business works, resulting in a focused and strategic approach with my clients.

Heather-Anne’s expertise covers:

  • Strategic Advisory Consulting
  • Regulatory reporting, governance and control specialist
  • Risk Management Policies and procedurs
  • Strategic Business Transformation
  • Bespoke training for international financial services organisations in regulation, risk management, corporate governance and control, directors roles and responsibilities and economic substance
  • Non Executive Director roles and similar appointments
  • Education & Training

    • LL.M. Master of Laws, Tax – Osgoode Hall, York University, Toronto, Canada
    • LL.B. (Tax) – University of Western Ontario, London Ontario, Canada

    Professional Qualifications

    • 1999 – 2016 Law Society of England & Wales, Solicitor
    • 1997 – Chartered Financial PlAnner, Canada
    • 1993 – 2016 Law Society of Upper Canada, Barrister & Solicitors

    Board Experience

    • Director, Hubbell Ventures Limited, Environs Innovate Limited, Jersey (2019 – present)
    • Director, Phunded Limited (Jersey) (2020-present) and Phundex UK Ltd (2019-present)
    • Director, Hubbell Ventures (UK) Ltd. Limited, private consulting company (2009- present)
    • Company Secretary Trustco Capital and Wellbridge Group of Companies (2013 – 2021)
    • Director, University Women’s Club Limited, (2011-2015)
    • Director & Chief Operating Officer, Venture Trusco Limited (1983-1991) and Core Reality Management Ltd, Ontario Canada (1987-1991)

    Appointments, NED & Trustee Experience

    • Chair, Board of Advisors, Jersey Good Business Charter ( 2023-present)
    • Parish of St Helier Roads Committee, St Helier, Jersey (elected March 2023)
    • Commissioner for Appeals – Taxes, States of Jersey (May 2019 – present)
    • Founding Trustee, York University (UK) Foundation (January 2018 – 2022)
    • Founding Member, Trustee & Director, The University of Western Ontario (UK) Foundation (2000- 2008)
    • • Pension Trustee, Rabobank International London Branch Employee Pension Fund, (2001-2004)

    Areas Of Expertise

    • Managed business & technology budgets in excess of GBP £75mn and 300+ cross-departmental personnel
    • Senior programme director dealing at global head of business and board level
    • Delivery focused across complex global people, process & systems requirements
    • Digital transformation
    • Business requirements definition
    • Operating model design & change
    • Business & IT strategy definition & alignment
    • New product development
    • Strategic planning
    • Divisional reorganization & upsizing/downsizing
    • Systems integration & decommissioning
    • Enterprise Risk
    • Market & Credit Risk
    • Regulatory Risk
    • Stress Testing
    • Regulatory Reporting and Compliance
    • Corporate Governance
    • Operational risk
    • Interest Rate Derivatives (Exotic & Vanilla)
    • Bonds
    • Structured Credit Trading
    • Structured Products/ Rates Trading
    • ISDA’s
    • Securitisation
    • SIV’s/SPV’s

    Engages swiftly and purposefully with diverse stakeholder audiences on complex initiatives and strategies, augmented by a record of managing strong personalities when working to stringent deadlines.