Wealth Management Business Acceleration

Who we work with
  • Wealth Managers, Private Banks & Private Investment Offices

  • Custody & Investment Administration Providers

  • Wealthtechs

What we are
  • Expert & Experienced Wealth practitioners

  • Commercial & Delivery Focused

  • Flexible & Creative
What we believe in
  • Ecosystem economics / collaboration

  • Real outcomes

  • Meaningful partnerships

Client challenges we solve

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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

  • 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.

  • 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.

  • 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.

  • 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.

How can we support your Wealth Management journey? Please contact us for a confidential discussion