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Business leader with extensive experience in Wealth and Asset management, Private Banking, FinTech, WealthTech, strategic consulting, entrepreneurship, and disruptive innovation. Owner of Acvantage, a management consulting and research business specialising in the Wealth Management sector. Acvantage focuses on strategy and business model innovation, with a particular emphasis on client value generation, front-end optimisation and business profitability through new technologies and FinTech solutions. Acvantage is positioned at the intersection of Wealth Management and financial technology. Provide strategic consulting services to CEOs and senior executives in financial organisations to enable growth plans, business model innovation and digital transformation. Work with entrepreneurs in FinTech, WealthTech and digital startups on business strategy and venture development. Expertise includes: ■ Wealth and Asset Management: Financial services, private banking, front office, investment advisory, portfolio management, wealth planning, products and services, investment vehicles. ■ Disruptive technologies: FinTech, WealthTech, AI, machine learning, robotics, robo-advisory, big data, data analytics, blockchain, DeFi, crypto, digital assets, tokenomics, web3, wealth applications. ■ Consulting and executive leadership: Strategy, client experience, value proposition, sales management, revenue generation, TOM design, process automation, cost reduction, M&A. ■ Innovation and digital entrepreneurship: Business model innovation, product and service innovation, entrepreneurial strategy, venture building, business development, fundraising, VC. Experienced keynote speaker at international events. Certified in Digital Strategies (IMD), Disruptive Strategy (Harvard) and Blockchain Technologies (MIT). MBA, PMP, CIIA, MLaw.
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