Citywealth spoke to Zena Couppey, Chief Commercial Officer at LGL who took up the new role in May 2020 to find out how she was settling in and what’s on the work agenda.
Tell me about your role.
I joined LGL in May 2020 to take on the new role of Chief Commercial Officer. In this role I am responsible for a wide variety of tasks, including overseeing the organic growth strategy of the firm and the expansion of products and jurisdictions. I work closely with the Head of Divisions and Operations to ensure we are delivering an efficient and seamless value-add service to our global clients. I am also responsible for the Brand Strategy and Marketing of the firm.
What does a typical day look like for you?
Thankfully, no day is ever the same for me and one of the things that I love most is the continued variety of my role. As a growing business we are continually evolving and I get to deal with things such as M&A activity, new business, client and intermediary interaction, people and operations and technology. Now, more so than ever, with lockdown we are doing more digitally, and I fully embrace this evolution which allows more flexibility for all.
Tell us about a recent client instruction.
We were delighted to be approached by a senior executive of a global financial institution for family office services which would augment and compliment his existing family office based in the US and his team of legal advisors in the UK.
The introduction came to us with a tight and hard planning deadline of 5 April and involved the creation of a complex structure to hold existing financial assets. The LGL family office team worked seamlessly with the clients existing trusted advisors to create a bespoke wealth planning structure in a stressed environment (Covid-19 lockdown) and delivered on all aspects of the engagement brief. The instruction involved several hundred individual transaction documents adding to the overall complexity of transaction.
What challenges do your clients face and how are you helping your clients to overcome them?
It is hard to ignore the unprecedented pandemic of Covid-19 and the financial effects that are disseminating through all aspects of the financial markets. LGL spends time listening to and advising its clients accordingly and positioning trusted intermediaries who are able to add value where required. LGL has and will continue to react in a measured way which is tailored to their needs. There is no one size fits all approach, and we pride ourselves on delivering bespoke results.
What is your proudest professional achievement?
Most definitely completing my IOD certificate while 35 weeks pregnant and then going on to complete and pass my diploma with an 8-week-old baby.
I am also very grateful for my previous experience of taking a business from private to public and listing on the main FTSE 250 Market in London, I leant a tremendous amount and was fortune to travel extensively meeting and learning new cultures through business we acquired.
Who do you most admire and why?
That’s a difficult one as there are so many for many different reasons.
My husband for putting up with me and our crazy life with young children and my children who inspire me every day to do better and be a better person.
On a professional note I am fond of true entrepreneurs who have built incredible businesses from scratch by believing in their vision and using their wealth to make a positive impact.
Favorite travel destination?
That’s a hard one I have so many, but I think Capri in Italy and the Maldives for total relaxation.
Top tip for work/life balance?
Have a good routine and stick to it. I find getting up early and exercising before my children wake sets me up well for the day. I also find some light meditation before bed helps me de-stress and re-focus. I like setting goals for myself - both personal and professional - as I am a firm believer in continued development.
If you weren’t in the wealth management industry, what else might you be doing?
I would love to do something in fashion.