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
Client challenges we solve
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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Sharmil Patwa was recently invited to the FT’s studios to record ‘The Debrief’.
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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Disruption Insights: Skills and Experience From Other Industries Enable Corporate Innovation
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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Financial Times PWM Wealth Tech Awards 2022
Congratulations to the winners of the PWM Wealth Tech Awards 2022.
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UK WealthTech Landscape Report 2022
The Wealth Mosaic has published its third UK WealthTech Landscape Report.