Our Leadership Team

Rob brings over three decades of financial services experience spanning investment banking, capital markets, and digital transformation across major global banking groups. With extensive experience in M&A advisory, structured credit, and capital markets transactions around the globe, Rob combines deep traditional banking heritage with contemporary digital expertise. His proven board governance experience as a Non-Executive Director, coupled with his track record of leading digital strategy initiatives within large banking operations, makes him invaluable in guiding wealth management firms through complex transformation challenges. Cambridge-educated with cross-cultural expertise across US, European, and APAC markets, Rob delivers collaborative leadership and strategic insight essential for navigating today's evolving financial landscape.

Julian brings over three decades of financial services experience covering wealth and asset management; his career includes stints at Blackrock, ABN AMRO, Old Mutual and Franklin Templeton. Julian led three asset managers as CEO and has extensive experience in distribution, business leadership and growth gained through living and operating in diverse global environments. With an innovative vision for the transformative potential of digital technology with cultural change, Julian is committed to bring a next generation digital model to asset and wealth managers.