
About us
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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Fintechs
What we are
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Expert & Experienced
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Commercial & Delivery Focused
What we do
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Consulting
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Fintech Advisory
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Resourcing
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Software Engineering
What we believe in
Relationships
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We work hard to build and retain our clients’ trust
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We act in our clients’ best interests, our commercial interests are always secondary
Real outcomes
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Growth and revenue enhancement
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Enhanced control environments
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Operational efficiency
The value we bring
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We only take projects where we can make a measurable difference
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We are happy to discuss risk sharing or success based fees
What others say about us









News & 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.