Roshni Patel

Principal Consultant

With over 11 years of experience dedicated to developing and delivering a front office system, I’ve led start-up growth, integrated various technologies, and managed large-scale data migration programmes and cross-dependant platform upgrades, all while steadily expanding operational capabilities. Having implemented an Agile setting, I thrive in dynamic environments, adapting quickly to change and ensuring projects stay on track. I excel in proposing practical solutions for challenges, leveraging my experience to overcome obstacles and drive projects forward. I hold firm belief that projects succeed when people believe in them, actively cultivating a positive attitude and inspiring teams to strive for success.

Authored Content

AI Governance Starts with Reality

Governance is often presented as a way of controlling risk. Increasingly, it may become a way of creating value.

The Future Commercial Model of Wealth Management

Commercial model transformation is where AI's operational potential either converts into financial reality or dissipates into efficiency theatre.

How AI Is Transforming Wealth Management Operations

AI has the potential to be one of the most transformative technologies the industry has experienced since the arrival of computerisation.

Will AI Replace Financial Advisers? The Rise of Wealth Management 4.0

The future adviser becomes responsible for overseeing, validating and challenging AI-generated recommendations rather than manually creating them from scratch.

The Future of Wealth Management: Why 2026 Changes Everything

AI is simultaneously the greatest threat to traditional wealth management and the only viable defence against that threat.

AI and the Future Client Experience in Wealth Management

AI has the potential to finally bridge the industry's moat of inconvenience and radically alter the client experience.

AI in Wealth Management: How Technology Is Reshaping the Future of the Industry

This article introduces some of the key areas AI is likely to impact across wealth management and provides our perspective on the opportunities this technology presents.

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