Wealth Manager Advisory

Transforming Wealth Managers, IFAs and EAMs with digital strategies and sound governance.

 

My expertise and network in WealthTech and Financial Services enables me to bring an independent and impactful energy to strategic projects for digital transformation.

 

By leveraging technology and best practices, I empower boards and executives to go beyond an innovation catch-up game to truly differentiate themselves towards enhanced client experience and operational efficiency. Strong from my corporate experiences, I have no fear of heavy-lifting for regulatory compliance and am able to speak the language of front-office, middle-office and back-office.

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Book a session here to discuss a potential collaboration.