Matt Lonsdale - Davies
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Matt Lonsdale

Director

Asset & Wealth Management

Matt Lonsdale is a seasoned financial services professional with over 25 years experience. He has held leadership roles in prominent organisations such as BNY Mellon Pershing and Iress, demonstrating expertise in navigating the ever evolving financial and regulatory landscape. Driven by a passion for growth, Matt leverages in-depth knowledge of the industry and his commercial acumen to develop and execute change and enhancements for clients. Matt has a successful track record including establishing and scaling commercial teams, implementing impactful investment and risk proposition enhancements, and target operating model change, each time contributing to a growth in AUM and ARR.

Authored Content

Asset & Wealth Management
ai in wealth management

AI in wealth management: How technology is transforming the future of our industry 

Explore the first article in our series on AI in wealth management, unpacking how technology is reshaping the future of the industry.

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Asset & Wealth Management

Purposeful Digitisation: The journey to Wealth Management 4.0

This paper outlines the need for purposeful digitisation where technology is used not just to cut costs, but to enhance client experience, improve efficiency, and unlock new value.

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