Roshni Patel
Principal Consultant
Operating Strategy & Transformation
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
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.
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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.
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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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