After beginning my career at IBM, I went on to specialise in mergers and acquisitions, working with EY and investment boutique Convex Capital on a range of transactions involving entrepreneurial, owner-managed businesses whilst also qualifying as a Chartered Accountant. Off the back of my experience working with today’s generation of high net worths clients, I went on to formally launch Delio in 2015.
What do you bring to Delio?
I look to bring together the people, relationships and technology that help deliver the strategic opportunities a private asset proposition can bring to financial institutions, organisations and their stakeholders. I am passionate about our own growth and success being key drivers to delivering an exemplary client experience and enjoy being responsible for the day to day running of the business and culturally making Delio a great company to be a part of.
How do you see Fintech shaping the financial sector over the next 5 years and beyond?
I think fundamentally we will see Fintech being a driving force in how traditional financial services firms evolve in terms of how they look, their offerings and how they drive operational efficiency.
With such a large number of established and non-established incumbents entering the financial services fray, the obvious cycle is transactional, with consolidation likely to be a key theme in the next 5 years.
For existing institutions including your traditional high street bank, I believe acquisitions will make these institutions start to look different, seek more opportunities to collaborate whilst moving toward different business models that enable sustained growth and create new business opportunities.
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