We have one of the most experienced teams in the sector. Our breadth and depth of technical expertise, coupled with our business and international understanding sets us apart. We are responsible employers and have a highly stable and committed team that we continue to develop to exceed client expectations.

 

Our Board

 

Susan Brooks 

Managing Director

Having worked in a senior management capacity for several financial institutions for the past 20 years, Susan brings an exceptional blend of professional and academic credentials to Momentum, as well as a wealth of technical and operational experience. She is a Chartered Tax Adviser with the Irish Tax Institute, recognised as the international hallmark of excellence in tax advice worldwide. She is also a Member of the Irish Institute of Pensions Management. A graduate of National University of Ireland with a first-class Honours degree in Mathematics, Susan also holds a Masters in Financial and Industrial Mathematics from Dublin City University, as well as a Professional Diploma in Financial Advice.

Stewart Davies 

Director

Former Group CEO at Momentum Pensions, Stewart is a qualified banker and headed the wealth management operation of an international bank in the Isle of Man. He draws on his extensive knowledge and professionalism to ensure that Momentum continues to lead the way as a pensions provider. He led the purchase of Ernst & Young Trust Company in 2002, as well as the merger of two Isle of Man-based trust companies in 2009. Stewart was able to deploy this considerable expertise when he led our UK acquisition in 2014.

 

Valerie Calleja 

Director

Valerie has been working in financial services for the last twenty years and has gained over ten years’ experience in risk and compliance within the sector. Before joining Momentum, Valerie worked as an associate director with one of the ‘Big Four’ audit firms. She spent a number of years working for a major international bank, where she both established and led the Financial Crime Compliance Unit. She also supervised the foundation of the risk and compliance function within the bank’s insurance business. Valerie is based in Momentum’s Malta office, but her responsibility as Group head of compliance also covers the UK, Isle of Man and Gibraltar.

Josef Micallef 

Director

As a senior accountant, Josef worked with leading corporate services providers in the Isle of Man and, on his return to Malta, he took over the role of assistant finance manager for an EU licensed and regulated financial institution. Josef’s experiences have garnered instrumental knowledge in the financial services industry, which he brought with him to Momentum. He is a Fellow of the Association of Chartered Certified Accountants (FCCA), and holds a Bachelor of Accountancy (Hons) degree and Bachelor of Commerce degree from the University of Malta.

 

Sandra Robertson 

Director

An experienced Group CEO, Sandra brings over 30 years of financial services leadership to Momentum Pensions. Vastly experienced in designing and implementing growth strategies, Sandra has also delivered company turnarounds, secured acquisitions and launched new start-ups. With over 15 years’ board level experience, Sandra transitions seamlessly between sectors. She holds an MBA from Henley Business School, a first-class honours in Business Studies, the Certificate in Company Direction from the Institute of Directors, and is a Fellow of the Chartered Management Institute.