Who Are We?
You may think of us as fierce bookworm hermits, but we actually love meeting new and progressive-thinking people.
And quite frankly, they are the reason we enjoy our work so much.
P.S. Binge reading is unquestionably crucial for the thorough analysis, solution development and our work process. And we did not make this up.
Stephen Ashurst
Managing Partner
Hi there, my name is Stephen.
For more than 25 years I’ve been working in wealth management and financial services.
From my experience, getting remarkable results in the fintech sector is hard work that requires not only specific knowledge, continuous learning and strong attention to detail, but also years of tireless tests and experiments.
To be completely honest with you, it’s been a lot of ups and downs. Often times helping clients achieve success meant long, sleepless nights at my desk or making several mistakes before I managed to develop the right solution. Every single client and project required a unique approach.
But why am I telling you all of this?
Because I’ve made many mistakes so you don’t have to.
Now you can take advantage of the career-long fintech experience I’ve gained and accelerate progress by saving months or even years of figuring everything out on your own.
My methods and systems are not something I’ve made up overnight.
They’ve been tried and tested for nearly three decades.
So, go ahead and book your FREE consultation.
I would be happy to share my knowledge with you.
And perhaps I could learn something from you, too?
In any case, looking forward to it!
P.S. If I’m not replying right away, that probably means I’m trying to stop my dog Louis from chasing squirrels around the Primrose Hill. I’ll make sure to respond asap though.
Stephen Ashurst knows a lot about fintech and especially investment and advice platforms and apps. He’s been working in this field for long enough to be an expert but he also has a very useful skill: writing technical and business architecture content, be it investment memoranda and white papers, software architectural documents, requirements or fintech strategies. We’ve worked together successfully on corporate and startup projects and Stephen is a highly recommended professional in his field.
Philip Rothfield
Former EMEA Head of Marketing Bank of New York Mellon
Sabbir Patwary
Associate Partner
Hello, my name is Sabbir.
I’ve worked as a practice manager in a London accountancy firm for the last 12 years, serving several hundreds of businesses each month.
I’m interested in the business application of technology.
What does that mean?
It’s all about the way that we approach technology in wealth management and where that fits in the accountancy side of the business.
My top three question are:
- What outcomes do you want from your wealth management technology project when it delivers? Will it transform your cost to serve?
- Is there R&D in the project? The answer to that can sometimes make all the difference to the way you might look at the project’s costs – and delivery risk.
- Can we use a wealth management technology project to fix other issues too, like tax?
I really enjoy wealth management technology projects and I work closely with colleagues to deliver that.
You can always get hold of me if you need any advice. 🙂