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CASE STUDY
Bespoke Communication Skills Development
Background
M&G is a leading international asset management house, known for its long-term and
conviction-led approach to investing. They have been an active manager of investments for
individual and institutional clients for over 80 years.
Today they manage assets in excess of £234.3 billion (as at 30 June 2013) in equities, multi-
asset, fixed income, real estate and cash for clients across Europe and Asia.
Their performance and expertise has been recognized by independent authorities within the
industry, helping them win awards as a group and for their funds.
Challenge
As a finance professional in a global investment business Grant Speirs, Group Finance Director
was a seasoned communicator. For more than two decades Grant has been making presentations,
which while well received, were by his own admission somewhat formal. Grant admits they weren’t
exactly a relaxing experience for him.
Grant commented:
“I wanted to take some of the stress out of preparing for both formal and informal
communications and to feel far more relaxed about the process.”
Grant wanted to raise his game, to initially benchmark his current performance and then develop a
range of communication approaches which allowed him to flex for different audiences.
“My role requires me to present, formally or informally, to a variety of different
audiences about the business. I have never had presentation training, and apart
from wanting to understand how I could deliver more effective, authoritative
presentations, I was hoping to pick up some tips on how to de-stress an activity
that for me, always involved a lot of anxiety in the lead up.”
EMPOWERING LEADERS TO LEAD
© The Aziz Corporation 2012
The Aziz Corporation, 1 Aziz Court, Parkhill, Winchester, Hampshire, SO21 3DS
Website: www.azizcorp.com / Tel: +44 (0) 1962 774766 / E-Mail: info@azizcorp.com
The Aziz Programme
Grant’s initial session was with Aziz Corporation Chairman and Senior Consultant, Khalid Aziz. Khalid discussed with him
the theory of effective communications and the communication traits of accomplished leaders. This ‘Leadership
Communication’ approach gave Grant an insight into how he might improve his performance. He was also given tools to
help him prepare more effectively and with a more efficient use of his time.
Khalid also recommended a suite of modules, delivered by Aziz Corporation consultants developing areas such as Voice,
Influencing skills, Performance and Presence, Content & Structure, and 3D Pressure Management, designed to help reduce
the stress involved in key communications.
“The approach described by The Aziz Corporation perfectly matched what I was hoping to achieve and, even
better, the actual sessions that I have completed so far have delivered on the promise.
I know that I am by no means the complete article, however I have been given the tools that can help me get
there and the rest is up to me.”
Benefits
Immediately after the initial Diagnostic session Grant had to make a major in-house
presentation and unprompted, colleagues remarked on a significant improvement in
Grant’s style, observing that he came across as both authoritative and relaxed.
Grant believes that the programme has resulted in:
“Being able to approach and deliver presentations more effectively with
greater confidence. The onus is on me to implement the skills that have been
taught.”
“I have been provided with the tools required to deliver a professional
presentation, I just need to practise using them”
Grant was able to build on this using the tools and tips offered in the other modules.
He is now considering further intervention from The Aziz Corporation team to
continue to reinforce the improvement.
The initial programme was delivered over a period of 3 months.
Timeline
1994-1996 – Accountancy
articles, E & Y, Johannesburg,
South Africa
1997-1999 – Project
Accountant, involved in
developing the back office
accounting system for a
business that ran a number of
strategies across UK and
Europe as well as managing the
Euro conversion in early 1999.
Maple Partners UK (Pty) Ltd
1999-2008 – Finance Director
of Prudential Portfolio
Managers. Responsible for
compliance, finance, back
office fund administration, HR
and IT. Based in Cape Town,
South Africa, PPMSA is a
subsidiary of M & G.
2008-Present – Group Finance
Director of M & G
Investments

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Case study_Grant Speirs

  • 1. CASE STUDY Bespoke Communication Skills Development Background M&G is a leading international asset management house, known for its long-term and conviction-led approach to investing. They have been an active manager of investments for individual and institutional clients for over 80 years. Today they manage assets in excess of £234.3 billion (as at 30 June 2013) in equities, multi- asset, fixed income, real estate and cash for clients across Europe and Asia. Their performance and expertise has been recognized by independent authorities within the industry, helping them win awards as a group and for their funds. Challenge As a finance professional in a global investment business Grant Speirs, Group Finance Director was a seasoned communicator. For more than two decades Grant has been making presentations, which while well received, were by his own admission somewhat formal. Grant admits they weren’t exactly a relaxing experience for him. Grant commented: “I wanted to take some of the stress out of preparing for both formal and informal communications and to feel far more relaxed about the process.” Grant wanted to raise his game, to initially benchmark his current performance and then develop a range of communication approaches which allowed him to flex for different audiences. “My role requires me to present, formally or informally, to a variety of different audiences about the business. I have never had presentation training, and apart from wanting to understand how I could deliver more effective, authoritative presentations, I was hoping to pick up some tips on how to de-stress an activity that for me, always involved a lot of anxiety in the lead up.” EMPOWERING LEADERS TO LEAD © The Aziz Corporation 2012
  • 2. The Aziz Corporation, 1 Aziz Court, Parkhill, Winchester, Hampshire, SO21 3DS Website: www.azizcorp.com / Tel: +44 (0) 1962 774766 / E-Mail: info@azizcorp.com The Aziz Programme Grant’s initial session was with Aziz Corporation Chairman and Senior Consultant, Khalid Aziz. Khalid discussed with him the theory of effective communications and the communication traits of accomplished leaders. This ‘Leadership Communication’ approach gave Grant an insight into how he might improve his performance. He was also given tools to help him prepare more effectively and with a more efficient use of his time. Khalid also recommended a suite of modules, delivered by Aziz Corporation consultants developing areas such as Voice, Influencing skills, Performance and Presence, Content & Structure, and 3D Pressure Management, designed to help reduce the stress involved in key communications. “The approach described by The Aziz Corporation perfectly matched what I was hoping to achieve and, even better, the actual sessions that I have completed so far have delivered on the promise. I know that I am by no means the complete article, however I have been given the tools that can help me get there and the rest is up to me.” Benefits Immediately after the initial Diagnostic session Grant had to make a major in-house presentation and unprompted, colleagues remarked on a significant improvement in Grant’s style, observing that he came across as both authoritative and relaxed. Grant believes that the programme has resulted in: “Being able to approach and deliver presentations more effectively with greater confidence. The onus is on me to implement the skills that have been taught.” “I have been provided with the tools required to deliver a professional presentation, I just need to practise using them” Grant was able to build on this using the tools and tips offered in the other modules. He is now considering further intervention from The Aziz Corporation team to continue to reinforce the improvement. The initial programme was delivered over a period of 3 months. Timeline 1994-1996 – Accountancy articles, E & Y, Johannesburg, South Africa 1997-1999 – Project Accountant, involved in developing the back office accounting system for a business that ran a number of strategies across UK and Europe as well as managing the Euro conversion in early 1999. Maple Partners UK (Pty) Ltd 1999-2008 – Finance Director of Prudential Portfolio Managers. Responsible for compliance, finance, back office fund administration, HR and IT. Based in Cape Town, South Africa, PPMSA is a subsidiary of M & G. 2008-Present – Group Finance Director of M & G Investments