Ideas and Action

For over 20 years, Pia has led marketing and communications teams in leading financial services brands such as Citi, HSBC, ABN AMRO and BNP Paribas-Fortis, both in Europe and Asia. Her experience spans corporate & investment banking (Treasury, Trade, Securities Services & Capital Markets) and commercial banking. Previously, Pia was a broadcast journalist, television producer and university lecturer on video production. She holds a Professional Postgraduate Diploma in Marketing from the Chartered Institute of Marketing and a Certificate in B2B Marketing, with distinction, from the Institute of Direct Marketing, UK.  She holds a Bachelor's Degree in Communications, Magna Cum Laude, from the Ateneo de Manila University. 

Jared is a financial services business strategy and marketing expert, having held roles ranging from strategic development, project management, operations design, relationship management, marketing and communications. His experience spans over 15 years and has included roles at ANZ Bank and HSBC Bank in Auckland, Hong Kong and London. Prior to joining Ideas and Action, Jared worked in HSBC’s Global Banking and Markets and Commercial Banking divisions, specialising in marketing strategy, client and industry insight, and proposition design. Jared holds a Masters of Business Administration (MBA), a Post-Graduate Diploma in Business Management, and a Bachelor of Commerce Degree in Marketing from the University of Auckland, New Zealand. He is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

Dandee has over 20 years of brand and marketing experience with multinational companies in the automotive (Toyota), retail clothing (Fila) and fast-moving consumer goods (Unilever, SCA Hygiene) industries.  He has spent the last 10 years working in financial services, most recently as Brand Marketing & Communications Director in the Philippines for AXA, the global insurance company.

Dandee holds a Bachelor of Science degree in Management. 

Daniel has seven years' international B2B marketing and communications experience with financial and professional services firms like HSBC and EY.
He has a record of delivering client-centric, media-neutral marketing campaigns based upon customer insights. This includes defining business propositions which shape the marketing messaging, as well as development and deployment of content and creative assets. Daniel holds a Bachelor’s degree in Business Studies.

Over a 30-year career in financial markets infrastructure, Ian has worked for the London Stock Exchange, the International Petroleum Exchange and Euroclear. He has held positions in product management, sales and relationship management, public affairs and communications and marketing. Most recently, he was Head of Internal Communications and Group Head of Marketing for Euroclear. Ian holds an MA (Hons) in Law from the University of Cambridge (UK) and a Diploma in Digital Marketing from the Institute of Direct Marketing. Based in Brussels, he is also a director of Anglo-Belgian charity, “The Giraffe Project”, which educates deprived children in the mega-slums of Nairobi, Kenya. 

Over 15 years, Kim has held roles at Citi, Santander and ABN AMRO in business development and marketing. She has a record of leading client-centric integrated programmes, designed to support business objectives and build stakeholder engagement. Kim is an accomplished strategist, influencer and project manager with commercial acumen and a focus on results. She holds a Bachelor of Science in Strategic Business Management and Marketing. 

Andrew has over 20 years’ experience in the market research industry, working for clients across the financial and professional services industries including: investment, commercial and central banks; sovereign wealth funds; wealth managers; accountancy groups and management consultants.

Using the full range of qualitative and quantitative methodologies, he works across geographies and audiences to provide research-based insights to help build effective behaviours, brands and communications. Previously Andrew has held leadership positions in Ipsos MORI, Brunswick, PSB and Populus.

Dianne Tan is a former banker who started her finance career in the treasury department of HSBC Philippines where she held various positions, including Treasurer of HSBC Savings Bank. She is a branding and social media expert with projects in retail and financial services, providing project management, marketing, social media and e-commerce consulting services. She holds a Bachelor of Science in Management Engineering from the Ateneo de Manila University.

Sanny is a market research and social media specialist. Prior to joining Ideas and Action, she was a research assistant at the University of Hong Kong specialising in information technology and social media. She also has a background in qualitative market research. Sanny holds a Master of Science in Applied Linguistics from the University of Edinburgh and a Bachelor of Science in Food and Nutritional Science and English Studies from the University of Hong Kong. 

Prior to working for Ideas and Action, Adam work within the events industry for 7 years. One of the most memorable and gratifying feats was managing the Olympic stadium and site over the Olympic and Paralympic games.

Most recently, Adam was the Operations Coordinator for Compass Group at KPMG.

Adam specialises in systems and process management, events and logistics, project management and client relations.

Chris has over 15 years' experience developing creative solutions for clients including global financial institutions, private equity firms as well as financial technology companies. Prior to working within financial services, Chris was a creative designer in the music industry, working on a range of global campaigns for artists including Madonna, Enya, Toploader and Holly Valance. He was also a professional musician and successful record producer, producing hit records for acts such as Moby, The Tamperer, Rammstein and The Headless Chickens.
Chris holds a first-class honours degree in Design from University of Salford.

Rupert is a financial copywriter with more than 20 years’ experience. After a short period as a stockbroker, Rupert was a financial journalist in the 1990s with The Independent, International Herald Tribune and Institutional Investor magazine. In 1996, he co-founded Global Fund Analysis, an early hedge fund periodical that he edited for three years. In 1999, he founded the Clerkenwell Consultancy, a financial copywriting agency that provides asset management content, thought leadership papers, annual reports, CEO speeches and corporate web sites.