Testimonials 1

“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.”

Chris Fisher
CEO, Multrees Investor Services

“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.”

Founder, Family Office

“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”

Adrian Johnstone
Co-Founder, Practifi

“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.”

Giles Adu
Co-Founder, ClearMacro

“Sharmil’s work with the startups in Startupbootcamp was amazing. He brought his unique combination of deep practitioner and consulting experience in Financial Services and business transformation together with entrepreneurial spirit to bear. The FinTech companies he worked with and the Startupbootcamp team really value the time and effort he put in to accelerate their growth and really enjoyed working with him. We hope he returns for the next programme!.”

Francisco Lorca
MD, Startupbootcamp Fintech

“Sharmil has a deep knowledge and experience of the wealth management market as well as an enviable network in the space and I would have no hesitation in recommending him to other b2b wealth businesses. Sharmil’s background and skillset in product approval and proposition delivery in the wealth arena is an asset to any business looking to sharpen how they engage with leading industry players on both a strategic and tactical level.”

David Newman
COO, Delio

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