Matt Lonsdale
Director
Asset & Wealth Management
I am a seasoned financial services professional with over 25 years experience. Having 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, I leverage in-depth knowledge of the industry and my commercial acumen to develop and execute change and enhancements for clients. I have 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: 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.
Read More
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.
Read More