Mark Beattie

Stephan is one of the three founding directors of Liqueo, bringing his expertise in building and scaling businesses to the consultancy. With over 20 years of experience in financial services recruitment, he played a pivotal role in shaping the industry by co-founding Empiric, a specialist recruitment firm that grew into a global entity under his leadership.

Today, as CEO of Liqueo, Stephan leads with boundless energy, vision, and an unwavering commitment to both his team and clients. He has cultivated a company that thrives on expertise, transparency, and genuine care for its people. His leadership has been instrumental in shaping Liqueo’s culture – one that attracts top-tier talent, fosters long-term client relationships, and continuously redefines what excellence looks like in management consultancy.

Richard is one of the founding directors of Liqueo, where he brings decades of expertise in leading large-scale, transformative programmes across the asset and wealth management industry. With experience spanning front-to-back office operations, he is known for delivering efficient, client-focused solutions that are fast, effective, and within budget.

Before co-founding Liqueo, Richard built a career driving global change programmes for leading financial institutions. He has a talent for connecting with stakeholders at every level—whether working with C-suite executives or technical teams on the ground. A strong advocate for configuration over customisation, Richard ensures systems and processes are optimised to deliver the best possible outcomes while mitigating risks.

Helen plays a pivotal role at Liqueo as Executive Director, turning vision into reality and ensuring the company’s continued success. She blends strategic planning, organisational development, and leadership expertise to mobilise teams and create meaningful impact. With a background spanning sales, executive coaching, and leadership development, Helen is a dynamic force who wears many hats—all with one goal in mind: empowering people to be their best.

Her passion for unlocking potential is at the heart of everything she does. As an accredited executive coach, she continues to mentor and train members of the Liqueo team, fostering a culture of growth, collaboration, and excellence. Helen’s ability to inspire, strategise, and drive action makes her a key figure in shaping Liqueo’s future.

Sai is a recognised leader in asset management transformation, with over 20 years of experience helping global firms navigate complex change. As the head of Liqueo’s Advisory practice, he provides strategic oversight and expert guidance on a wide range of programmes—from Target Operating Model design and core platform implementations to large-scale data transformation and middle-office outsourcing. His deep domain knowledge spans technology change across platforms such as BlackRock Aladdin, State Street Alpha, SimCorp Dimension, and SS&C.

With a reputation for delivering results, Sai is highly regarded across the industry for his ability to align strategy with execution. He works closely with clients to design and implement transformation programmes that drive efficiency, enhance operations, and future-proof businesses. Whether shaping high-level strategy or rolling up his sleeves to solve complex challenges, Sai brings a pragmatic, results-driven approach that ensures success.

Craig is a highly experienced programme leader specialising in strategic change and operating model design for banks, global asset managers and buy-side vendors. With over 20 years of project management experience, he has successfully led large, complex programmes across front, middle, and back-office functions, overseeing global system implementations, outsourcing initiatives, and business integrations. His expertise in managing globally distributed teams, matrixed structures, and multi-tiered governance models makes him a trusted partner in delivering transformation.

Previously, in addition global programs such as Brexit and acquisitions in EMEA and Asia, Craig led teams in his role as Head of EMEA Product development for J.P. Morgan and Europe’s Implementation Services for Charles River Development. Today, as part of Liqueo’s Front Office practice, he provides oversight of front-office engagements, ensuring successful delivery. His ability to align strategy with execution, mitigate risks, and drive efficiency makes him an invaluable leader in the industry.

Danielle has spent her career partnering with financial services organisations to help build and scale their change and transformation programmes. As the head of Liqueo’s Talent & Engagement team, she ensures clients get the full value of our expertise – bringing in the right specialists, strengthening partnerships, and helping firms achieve their strategic goals.

With over 20 years of experience in client engagement, business development, and resource planning within asset and wealth management, Danielle knows what great looks like. She has played a key role in Liqueo’s growth, helping firms build high-performing teams and ensuring clients get the right solutions to meet their needs. A trusted partner to clients, she is dedicated to strengthening relationships, driving impactful change, and delivering long-term success.

With over 27 years of experience delivering technical implementations for global asset managers and buy-side vendors, John is a true expert in front-office system transformation. Having spent more than two decades specialising in Charles River, he has successfully led numerous migrations, integrations, and target operating model designs, ensuring seamless execution for clients across EMEA. As a former Managing Director at Charles River Development, he has built and managed technical teams that deliver enterprise-wide solutions with precision.

John’s deep expertise in front-office technology is matched by his forward-thinking approach. Passionate about the latest industry advancements, including blockchain and tokenization, he continuously explores how emerging technologies can enhance operational efficiency. His ability to blend hands-on technical leadership with strategic vision makes him a key player in any complex implementation.

With over 20 years of experience in asset management, Mark is a specialist in driving large-scale operational change across middle and back-office functions. As a programme leader, he has delivered strategic transformation initiatives for top-tier asset managers, optimising fund accounting, data migration, post-merger integration, and operating model design. His expertise spans leading global project teams, engaging board-level stakeholders, and executing seamless transitions in high-complexity environments.

Mark’s deep domain knowledge covers fund accounting, transaction lifecycles, client reporting, and reconciliations, making him a key driver of efficiency and innovation. Whether managing large-scale lift-outs, designing strategic operating models, or overseeing system migrations, he ensures clients achieve long-term success through well-executed, scalable solutions.

Warren leads Liqueo’s data practice with a meticulous, detail-driven approach that ensures every project is delivered to the highest standard. With over 20 years of experience across buy-side technology service providers and asset management institutions, he is a seasoned programme leader known for his ability to navigate complex challenges and drive successful outcomes. Having worked on both the vendor and client sides, Warren brings a unique ability to bridge communication gaps, align stakeholders, and oversee seamless implementation across front, middle, and back-office functions.

Clients trust Warren for his precision, strategic mindset, and ability to manage programmes with unwavering focus. Whether delivering large-scale system implementations, managing data quality and operations, or leading business transformation initiatives, he is committed to ensuring no detail is overlooked. His leadership style fosters collaboration and accountability, making him a key driver of successful change within Liqueo and beyond.