“We took part in the “Fintech Growth through Client Engagement” masterclass given by Opus Una as part of the 2020 PWC Scale programme. The session was both insightful and enjoyable, with industry-wide and group-specific examples to bring the material to life. We took away actionable approaches and techniques which will inform our own client growth journey. I highly recommend this class, it delivers significant value for existing or new Wealth industry participants looking for traction with institutional clients.”

“Multrees engaged Opus Una to review our Product Development framework and make recommendations so that we can get our products/services to market in an efficient manner. Sharmil quickly came up to speed, was able to engage effectively at all levels of the organisation from the Board to Operational staff, he quickly mobilised the right people, created consensus and solutions that work for our organisation. We will definitely use Sharmil or his team again.”

“The Opus Una Expert Laser process provided tremendous value by helping us to forensically define talent search criteria which were sufficiently nuanced and led to notably better hiring outcomes.”

“We took part in the Expert Laser session with Opus Una to inform our Growth Strategy. It was a very engaging 60 minutes. Their expertise in the Wealth Management sector was clear. We gained real value from the time invested and actionable intelligence.”

“When we wanted to assess the feasibility of setting up a Family Office, we immediately thought of Opus Una as Sharmil has an excellent understanding of Wealth Management and an excellent network. In a short period of time we worked closely together to define the proposition and viable operating models. Sharmil also advised on possible suppliers to provide the products and services that we would need and facilitated meetings with key suppliers. After a two week period we were months ahead of where we would otherwise have been. I highly recommend Opus Una and would not hestitate to work with them again.”

“When looking to better understand the UK insurance and funds management markets ahead of our global expansion we engaged Sharmil from Opus Una. His knowledge of the strategic drivers of participating firms, the current regulatory landscape and his direct client connections have proved valuable to us. I happily recommend Sharmil to other Fintech firms looking to address the UK market”

“We engaged Opus Una to help accelerate our journey. They have excellent network, industry expertise and FinTech knowledge, all of which they deployed. We will continue to work with them as we go from strength to strength.”