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A product leader for the decisions you'll live with for ten years.
I work with wealth managers, asset managers and family offices as a product leader for CIO, CEO and MD-level decisions: build versus buy, vendor selection, operating models and product strategy, then leading the teams that deliver them.
- Product strategy and roadmaps
- Executive decision framing (CIO, CEO, MD)
- Build vs buy and vendor selection
- Operating model and data governance
- Leading cross-functional delivery teams
- Change management and adoption
- Stakeholder alignment across regions
Consolidation & tech-debt reduction
For firms growing by acquisition, or carrying too many overlapping systems.
- Portfolio, order management and billing platform consolidation
- Migration planning and sequencing office by office
- Fee schedule and billing standardisation with client-impact sizing
- Central operations teams, training and change management
Platform & vendor selection
For a decision you'll live with for ten years.
- Front-to-back, PMS, OMS and CRM shortlists grounded in a live map of the vendor market
- Scripted demos and fit-gap against real workflows
- Total cost of ownership comparison
- Build-versus-buy calls and contract-ready requirements
Related engagement
Choosing a front-to-back platform for a $200B manager →Operating model, data & AI readiness
For making the stack you already own work harder.
- Target operating models: process maps, responsibilities, data flows
- Billing, revenue and onboarding controls
- Central data strategy and data team design
- Which processes AI can change now, which later, and why
Related engagement
One operating model across public and private investments →Start a conversation
Tell me a little about what you need. Prefer LinkedIn? Message me there.