Consulting
Where transformation meets purpose
It’s time — to build with purpose, innovate with clarity, and create the impact your clients deserve. No one can predict the future. But staying ahead means having the right strategy and implementation today to give you the best chance of growing a sustainable and successful business.
My experience
Wealth Management x Fintech x Entrepreneurship
I spent 13 years at a top private bank at its award-winning Chief Investment Office where its investment content, asset allocation strategies, discretionary and advisory portfolios, and client communications have been the gold standard for the wealth management industry.
Alongside strategy work, project management, content, and new business initiatives, I worked closely with senior stakeholders across business functions, created and hosted the flagship investment webinar in APAC, and was a key player in the creation of a new digital app experience for high net worth clients.
My experience leading the B2C business and being part of the management team at a well-backed fintech was also a game changer, as I oversaw sales, marketing, the app platform and data analytics at a startup that tokenized, listed, and distributed private market and alternative investments.
Targeting accredited investors, it allowed me to have a profound inside-out view of how a digital advisory operating model could work, what it takes to scale, what it means to be a digital exchange, and so much more.
With experiences in wealth management, fintech and entrepreneurship, I believe in creating solutions that are both strategic and tactical, transformational and purposeful — to help you achieve the outcomes you want built on alignment, trust, experience, and forward-thinking action.
Nicole
