Technology Strategy and Leadership for UK Wealth Manager

Issue

• Newly formed JV for UK Wealth Manager with no change and IT strategy and limited inhouse resource
• Culture clashes blocking effective change execution
• Ineffective investment platform blocking long term competitiveness.

Response

• Appointed as CTO to turnaround performance in technology and transformation delivery 
• Built a new team, created the 3-year technology roadmap and mobilised the digital transformation programme 
• Board, JV and investment platform engagement to drive a strategic review and selection of the future investment platform 
• Brought Agile disciplines into the organisation. 

Results

• Significant risk reduction in technology operations, cyber security and key man dependency
• A multi-million committed investment roadmap from the selected platform provider
• Broken down barriers between change, business and technology delivery teams 
• Handover of a stable technology leadership function to BAU Exec.