Can you radically modernize a treasury function without expanding your team? Ashley Serrao of Tradeweb Markets reveals exactly how he leveraged technology to do just that – driving strategic impact and boosting returns while keeping his team lean. In this episode, host Mike Richards is joined by Ashley Serrao , Managing Director, Head of Treasury, FP&A, and Investor Relations at Tradeweb Markets , a global leader in electronic fixed income trading. Ashley sits on Tradeweb’s Executive Committee and oversees budgeting, capital management, ESG, and investor communications - while also chairing the firm’s ESG Steering Committee and co-chairing its Diversity, Equity & Inclusion Committee. With a unique pivot from equity research into treasury, Ashley shares how he transformed Tradeweb’s treasury into a lean, tech-powered function that delivers strategic impact - without needing headcount expansion. From leading the 2019 IPO to optimizing treasury operations with data and technology, his story is packed with real-world lessons. What We Cover in This Episode: Ashley’s career pivot from equity research at Credit Suisse to treasury leadership at Tradeweb How he led the implementation of a TMS with a two-person team Rewriting Tradeweb’s outdated Investment Policy Statement for a more modern approach Using technology and tools like money market funds and ICD to boost liquidity efficiency The strategic impact of thinking like a portfolio manager in treasury operations Building credibility with the CFO and earning a seat at the table Tradeweb’s tech-first mindset and how it’s transforming treasury workflows Balancing operational excellence with long-term strategic value Choosing treasury tech: what matters most in your decision-making process The future of treasury: analytics, democratization, and exploring AI You can connect with Ashley Serrao on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 📊 Managing short-term cash and investments - Without the right technology is a huge risk for modern treasurers. ICD changes that! 🎓 Save $150 on CTP, FPAC & AFP Boston 2025 – Exclusive discounts for treasury professionals – thanks to our trusted partners. 🧠 Leadership Under Pressure – Practical tools and coaching that work – from the team at Gazing Leadership 🧩 What if your whole team had one clear view of your group structure - Fuseable makes it happen 🔐 Managing signatory lists manually? Cygnetise gives treasury teams a smarter, safer way 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/
