I have experience of managing and supporting complex engagements in the wealth management, asset management and banking industries, and across both traditional and alternative assets. I work closely with clients “on-the-ground” to understand their culture, strategic drivers and key challenges, to build and deliver innovative solutions.
My clients include wealth managers, asset managers, financial planners, banks, asset servicers and life and pensions companies. Recent key projects include: target operating model; Operational Resilience; strategy; vendor selection; process review and re-engineering; and risk and regulation.