
Wealth Management Business Acceleration
Who we work with
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Wealth Managers, Private Banks & Private Investment Offices
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Custody & Investment Administration Providers
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Wealthtechs
What we are
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Expert & Experienced Wealth practitioners
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Commercial & Delivery Focused
- Flexible & Creative
What we believe in
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Ecosystem economics / collaboration
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Real outcomes
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Meaningful partnerships
What we do
Executable Strategy focused on helping you to accelerate your growth
Practioner experience & project management rigour combined to drive outcome-focused delivery
Web & mobile app design and build – high quality, low cost execution
Domain knowledge, risk management and commercial expertise deployed to build great products
How we deliver
Consulting
Wealth domain expertise-led strategy and product design – with hands-on execution
Software Engineering
Technology propositions and partnerships specifically designed to increase your speed to market
Expert Laser
Knowledge, insight and training solutions for growing Wealth mgt and wealthtech businesses
What others say about us
Latest Opus Una Insights
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Cross-Border Distribution Conference 2025
It’s not easy to find an expert with experience from Accenture, Deutsche Bank, and Barclays Wealth, as well as 12 years of running a consulting firm. But this is exactly what Sharmil Patwa has under his belt.
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FT PWM WealthTech Awards 2025 Highlights
It’s not easy to find an expert with experience from Accenture, Deutsche Bank, and Barclays Wealth, as well as 12 years of running a consulting firm. But this is exactly what Sharmil Patwa has under his belt.
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Driving innovation, data analysis and digital portfolios: PWM Tea Break
It’s not easy to find an expert with experience from Accenture, Deutsche Bank, and Barclays Wealth, as well as 12 years of running a consulting firm. But this is exactly what Sharmil Patwa has under his belt.
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The Debrief Global Wealth Management Summit 2024
It’s not easy to find an expert with experience from Accenture, Deutsche Bank, and Barclays Wealth, as well as 12 years of running a consulting firm. But this is exactly what Sharmil Patwa has under his belt.