Ross Brown - Davies
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Ross Brown

Principal Consultant

Asset & Wealth Management

I have over 15 years of experience in the wealth management industry, working with a number of wealth management platforms and technology providers. My initial experience within operations involved the full breadth of platform administration services including client servicing, investment administration and reconciliations.  I then enjoyed a number of years delivering change, covering regulatory change, product launches, platform upgrades and a full platform launch. More recently, I ran the operations and technology service delivery line for a wealth management platform. I enjoy working collaboratively to find solutions that contribute to businesses achieving their key strategic objectives.

Authored Content

Platform Proposition Frameworks: Part II

Navigating Common Pitfalls in Developing Platform Propositions

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Asset & Wealth Management

Platform Proposition Frameworks: Part I

An increasing number of wealth and adviser firms are looking to ‘launch their own platform’, but while there are several ...

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Asset & Wealth Management

OpenAI for Wealth Managers – An Experiment

We've put AI to the test, building an app with Microsoft Azure

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