Warren Edwardes 


Warren Edwardes' CV in PDF

contact via e-mail   warren@edwardes.org

CV - profile - history - interests

Warren Edwardes, author of Key financial instruments: understanding and innovating in the world of derivatives; Financial Times Prentice Hall. Warren is ceo of the london-based financial product creativity, communication and control consulting and training firm, delphi risk management

and founder of Wine for Spice Limited  wine for spice


Date of Birth: 13 August 1953
British  (Wife is Spanish )

CV career profile

Globally well-rounded experience as an investment and commercial banker, in a AAA corporate treasury, in insurance and as a consultant and trainer demonstrating vision, competence and drive.

Dealing desk experience in Treasury and Capital Markets areas as an asset/liability manager, risk immuniser and portfolio manager.

Structured, marketed, sold and risk-managed landmark wholesale and retail investment, financing and derivative products generating high-quality, low-risk profits in a cross-market environment.

Accomplished financial product innovator and entrepreneur managing and advising on development processes from concept to closing. Often quoted in the media on treasury, finance and e-finance.

Mature, yet alert, entrepreneurial and quick to react to emerging developments and cross-market opportunities.

Probability-trained, taxation and regulation aware.

Recognised in communication skills as an "Advanced Toastmaster". Regular conference chairman and speaker in Asia, Africa, America and in Europe and on television and radio on Banking, Finance & Creativity.

Regularly invited to write for or be interviewed by newspapers, banking, treasury and chambers of congress journals. Commissioned by Financial Times Prentice Hall to write best-selling "Key Financial Instruments: understanding and innovating in the world of derivatives" now launched in Spanish as "Instrumentos financieros fundamentales". Recently commissioned "Bankinsurance hybrids, insurance derivatives and ART".  Invited to act as publications advisor to the Institute of Islamic Banking and Insurance. Publications list

A proficient net-worker and linguist, fluent in Spanish. voice    voz    veu

Skilled in leading creative people in a multinational environment.

Experience & Expertise


Developing finance training firm schoolofbanking.com at London international school of banking and finance.

Advised a FTSE top 10 firm on the benefits of setting up technology-driven banking services operation.

Appointed WebMaster of 11,000 member The Catenian Association one year after joining.

Set up websites for charities and firms.

Treasury & Capital Markets Management

Managed pre-eminent US Commercial Paper programme with "interest and currency exchange equalisation account" (an early swap); currency investments, exchanges and swaps; advice to purchasing and sales departments on the foreign exchange aspects of contracts.

Issued FRNs / FRCDs, managed bond portfolios; arbitrage structuring; Forecast interest rates and money supply

Structured Product Development

Developed "basis swaps" for use by financial institutions in A/L Management; structured "repackaged perpetual FRN" debt issue,

Developed retail deposit and mortgage product swaps for savings institutions with hedging backup; developed the tax-efficient "hedged currency deposit" for corporations; LDC debt package evaluation

Set up team to include project management, reporting, exposure control, risk assessment, legal framework and innovation; invented and implemented the landmark products: "Break Forward" & the "Limit Swap", tax and cash flow efficient option substitutes and the "SCOUT".

Structured retail and wholesale Islamic asset & liability products.

Created tax and capital-efficient hedging & investment structures including "Section 233 loans" and structured "Perpetual Currency Swaps", a tax and capital-saving translation exposure management currency swap.

Innovation & Creativity Management

Re-engineered Innovation process from thought to product; designed "Delphi Thought Pad" software.

Coined Hindervation concept which identifies organisational blockages; "50 Ways to Hinder Innovation" and upside-down thinking which suggests that problems should be inverted.

Spoken on IDEA method of innovation

Marketing & Sales

Head of Sales, Treasury and Capital Markets, London Branch (6 months Interim) at  Belgium's KBC Bank.

Clients & relationships for own consultancy developed in Andorra, Australia, Greece, Ireland, Korea, Portugal, South Africa, Spain & the UK.

Marketed and sold structured financial products to retail financial institutions and corporations

Derivatives Control / Performance Measurement & Management

Advised client to renegotiate structured swap. Client was saved $6 million

Reverse engineered structured financial products;

Designed derivatives valuation method: "Benefit Functions". Advised on Value @ risk.

Pension fund performance measurement; development of APR tables; analysis of randomness of lottery bonds; development of gilts indices.

Assisted with futures strategy prior to set-up of LIFFE.

Asset/Liability Risk Management

Hedging using on and off balance sheet instruments. Structured and developed activity and software.

Created "Delphi Duration" blending gaps, simulation and duration and "Composite Liquidity Scores".

A/LM responsibility during tight central bank currency, liquidity and balance sheet controls: the UK "corset".


Developed and launched internet based bank and finance training firm schoolofbanking.com

Developed International Banking Academy English language MBA Finance and acted as Visiting Professor of Financial Engineering , Derivatives & Innovation at the Korea Banking Institute.

Seminars and presentations to various clients on subjects including volatility, special swaps, derivatives demystification, innovation and speechcraft.

CV: career history

91 to date  link
risk management
Founder & CEO of consulting and training firm dedicated to financial product creativity, communication & control
88 to 91 link Bank Board Director, Financial Engineering, Capital Markets Division
84 to 88 link Assistant Director, Group Asset/Liability Management; Manager, Group Treasury Product Development
81 to 84 British Gas  link Senior International Dealer, Treasurer’s Dept
78 to 81 link Bank  Senior Analyst, Balance Sheet Management Section, Treasurer’s Department
76 to 78 UK Government Actuary’s Dept link Actuarial Officer
70 to 71 link
Equitable Life Assurance Society
Actuarial Assistant (pre-university year aged 16)

Education & Training

93 to 98 Toastmasters International CTM Communication & Leadership Mar. 96; Advanced Toastmaster May. 97; Distinguished Toastmaster in progress
94 Islamic Foundation Certificate in Islamic Banking & Finance
91 London Academy of Performing Arts Public Speaking and Presentation
87 Cranfield University School of Management Managing Creative People
82 - 83 London Business School Certificate in Corporate Finance
81 Bank of America Currency and Treasury Management Training
74 - 76 University of Southampton Grad. Diploma Economics & Econometrics. MPhil thesis in interest rate term structures published.
71 - 74 University of Sheffield BSc Probability & Statistics.(2.i)


English fluent (mother tongue) 
  Spanish fluent (marital tongue) 
Catalan intermediate
Italian elementary
French elementary
Portuguese elementary

Professional Associations and Societies

UK Institute of Directors

UK Association of Corporate Treasurers 

International Union for Housing Finance

Institute of Islamic Banking & Insurance, Governor, Fellow and Publications advisor

PRMIA Risk Managers Association

London Business School Chairman, Finance Group, Alumni Association

CV: leisure interests

Social & Charitable Associations and Societies

Spanish Place church - developed website; vice-chair of church finance committee

The Catenian Association WebMaster for 11,000 member Global Association. Also Circle Vice President and incoming President, formerly Circle Communication officer and webmaster.

Rotary International  City & Shoreditch club communications officer. Example

Toastmasters International; Public speaking club. Past President, Seoul Club & Korea Area

Member of Torremirona Golf Club, Girona, Spain

Member of Moreno's Spanish Wine Club , London

Public speaking and creativity training to selected charitable groups and schools.

telephone: +44 (0) 20 7724 4606
fax: +44 (0) 870 132 0055
mobile: +44 (0) 794 191 6328

3 park steps
saint george's fields
london W2 2YQ


Warren Edwardes