I’ve worked in the finance industry for over 35 years, focusing mainly on wealth management. During that time, I’ve gained a breadth of knowledge and experience across all aspects of the business including strategy execution, client proposition, digital solutions, operating model design and outsourcing negotiations.
Having worked within the industry, including managing a client service team, I understand what it feels like to sit in the client’s chair. I advise with empathy. I know what change feels like in practice and how to get the buy-in needed for success.
Pragmatism is key to my approach, balancing the need for controls and compliance against the desires of both firm and clients for flexibility and efficiency.