Matt Lonsdale is a Director, leading the Wealth Management & Private Banking industry at Davies. He brings over 25 years of experience across advisory, investment management, operations, and industry wide transformation. Matt guides firms through strategic change and helping them build stronger, more adaptive businesses.
Matt has experience as an adviser and investment manager which gives him a grounded understanding of client needs, front office demands, and investment decision making. He combines this with experience gained in senior roles across sales, technology, and consulting. Matt has a comprehensive knowledge of operating models, infrastructure, and uses that knowledge to deliver large scale transformation.
Matt advises Wealth Management and Private Banking firms that serve mass affluent, high net worth, and ultra-high net worth clients. He helps leadership teams set clear strategic direction, rethink their operating models, and implement meaningful change. Much of his work focuses on identifying growth opportunities, improving efficiency, enhancing client service, and strengthening investment propositions. Matt challenges assumptions and provides evidence-based viewpoints that guide better decisions. He reflects on patterns across areas such as wealth, asset management, and banking, using this cross-sector insight to anticipate shifts.
