About us

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

  • Custody & Investment Administration Providers

  • Fintechs

What we are
  • Expert & Experienced

  • Commercial & Delivery Focused

What we do
  • Consulting

  • Fintech Advisory

  • Resourcing

  • Software Engineering

What we believe in

Relationships
  • We work hard to build and retain our clients’ trust

  • We act in our clients’ best interests, our commercial interests are always secondary

Real outcomes
  • Growth and revenue enhancement

  • Enhanced control environments

  • Operational efficiency

The value we bring
  • We only take projects where we can make a measurable difference

  • We are happy to discuss risk sharing or success based fees

What others say about us

News & 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.