Deliver A World-Class Wealth Management Tech Project
Profit from our successful work with top-tier banks, wealth managers and fintech start-ups.
We feel fortunate that we've been able to help over 50 wealth management and fintech clients to successfully deliver their projects.
And we'd like to do the same for you, too.
I’ve worked with Stephen on a number of projects over the years and it’s always a pleasure to do so. He’s a very strong architect, with a wide-ranging knowledge across Fintech, Wealth Management, and FS more widely. His attention to detail is excellent and he’s devised innovative solutions, delivered with first-class documentation.
He is also a very good communicator, able to deal with people at all levels in a friendly and engaging manner which inspires confidence. Stephen is also very entrepreneurial and is constantly generating and working on new ideas. He’s great at identifying opportunities to utilise new or emerging technologies in innovative ways to reinvent businesses and design new business models.
Simon Bratt
Experienced Financial Services Interim Executive and Management Consultant
I’ve worked with Stephen on a number of projects over the years and it’s always a pleasure to do so. He’s a very strong architect, with a wide-ranging knowledge across Fintech, Wealth Management, and FS more widely. His attention to detail is excellent and he’s devised innovative solutions, delivered with first-class documentation.
He is also a very good communicator, able to deal with people at all levels in a friendly and engaging manner which inspires confidence. Stephen is also very entrepreneurial and is constantly generating and working on new ideas. He’s great at identifying opportunities to utilise new or emerging technologies in innovative ways to reinvent businesses and design new business models.
Simon Bratt
Experienced Financial Services Interim Executive and Management Consultant
I’ve worked with Stephen on a number of projects over the years and it’s always a pleasure to do so. He’s a very strong architect, with a wide-ranging knowledge across Fintech, Wealth Management, and FS more widely. His attention to detail is excellent and he’s devised innovative solutions, delivered with first-class documentation.
He is also a very good communicator, able to deal with people at all levels in a friendly and engaging manner which inspires confidence. Stephen is also very entrepreneurial and is constantly generating and working on new ideas. He’s great at identifying opportunities to utilise new or emerging technologies in innovative ways to reinvent businesses and design new business models.
Simon Bratt
Experienced Financial Services Interim Executive and Management Consultant
Advising a top-three UK retail bank on selecting a wealth management platform.
Helping the largest building society define a wealth management savings, investment and advice proposition.
Advising a top-three UK retail bank on selecting a wealth management platform.
Helping the largest building society define a wealth management savings, investment and advice proposition.
Helping a top-tier UK consultancy get on top of spiralling wealth management project costs & delivery risks.
Carrying out a strategic wealth management platform review for a high-end management consultancy.
Helping a top-tier UK consultancy get on top of spiralling wealth management project costs & delivery risks.
Carrying out a strategic wealth management platform review for a high-end management consultancy.
Designing the merger of two pension and investment back office systems into one.
Helping a top-three UK bank define an innovative, low-cost mutual fund share class for its pension and wealth management unit.
Designing the merger of two pension and investment back office systems into one.
Helping a top-three UK bank define an innovative, low-cost mutual fund share class for its pension and wealth management unit.
You're In Good Company.
From the first meeting with Stephen it was clear he had a deep understanding of the Market, over time with considered, detailed and structured consultancy helped me arrive at a much more complete solution.
Mark Cardy
Chartered Financial Planner FPFS IMC SOLLA Accredited Retirement & Care Fees Planning Specialist, Laterlife Advice and Chartered Financial Planner
I have worked with Stephen on a number of client engagements. He is a thoughtful consultant and has a great deal of subject matter expertise in the wealth management space. He is easy to work with and shares his knowledge and insights freely.
Giles Drury
Partner at PEN
I would highly recommend Stephen Ashurst. He worked at Barclays for over one year and did an excellent job of managing key stakeholders at a strategic level right through to operationally delivering on a number of key projects. He can operate on many levels and always strives to deliver high quality outcomes.
Katharine Photiou
Head of Workplace Savings Product & Proposition at Legal & General Investment Management
Stephen and I worked together on ideas to develop a new pension product. Stephens ideas, inputs and experience were creative and informative and assisted hugely in shaping my thinking. A process expert, Stephen has a keen intellect and is a superb communicator.
Dominic Holmes
Business Development Director at Just & HUB Financial Solutions
Who Are We?
Well, to put it bluntly, we are fintech nerds who love what most people hate.
We are “enjoying a long read on why machine learning still can’t fully automate human tasks in the finance sector on a Sunday afternoon” type of people.
And we love documentation. Lots of it.
So, if you’d like to meet us regardless, find more info below.
