Mark Forman

Key People

Mark Forman

Retail & Distribution Practice Leader

Mark Forman

Mark has accumulated a wealth of Financial Services experience during his 25 years in the industry.

After spending eighteen months as a regional financial adviser with London Life, Mark moved to Legal & General where he remained for nearly 20 years, holding several senior posts in various parts of the business. During this period he also sponsored and oversaw many complex projects, including migrating several books of business from strategic partners to L&G, the closure of a unit trust business and the manufacture of the Barclays MultiManager product range - largely from re-engineering existing funds. Mark also launched a number of new and innovative funds and products as part of his BAU role as Business Development Director in L&GUTM.  In addition Mark was also responsible for the design and implementation of the distribution strategy into the IFA Bank market and led many bespoke marketing initiatives with selected strategic partners.

Most recently before joining Knadel, Mark was the Distribution Director at Hearthstone Investments where he was responsible for the design and launch of the first residential property PAIF to be authorised in the UK. He also devised the distribution approach, including the funds placement on both B2B and D2C platforms, and negotiating terms with key distributors.

Mark’s role at Knadel will be to bring into focus our approach to the Retail & Distribution markets by launching a bespoke practice primarily dealing with Insurers, Fund Managers, Platforms & Distributors across a wide range of fund, product, operational and marketing issues.

Outside work Mark can (all too often!) be heard shouting “fore” on golf courses in and around Cambridgeshire. He also enjoys skiing, swimming, music, and is an enthusiastic, rather than good cook, with similar skills as an amateur gardener.

Get In Touch

+44 (0)20 7489 6368