Leo ChancellorAssociate Partner Leo.firstname.lastname@example.org +44 (0)7809 695 805
An experienced consultant focused on supporting clients across the Wealth and Investment Management sectors.
Leo has over 10 years experience in the Investment & Wealth Management sectors, having held roles in both Industry and as a Consultant. As a result he has a deep understanding of the mechanics of these sectors and he is well equipped to assist clients with both strategic thinking and the delivery of resulting change.
- Successfully developing a credible firm wide change portfolio for a global asset manager to deliver £30m annual cost savings and other strategic objectives.
- Project lead on a number of high-profile operational outsourcing tender processes for various levels of service in both the wealth & asset management sectors.
- Design and implementation of an outsourced target operating model for a leading UK multi-family investment office following the acquisition of a competitor firm.
- Providing an established UK life & health insurer with independent advice, assisting them in the selection of a technology partner to support the launch of a new business proposition for the UK retail wealth market.
- Successfully delivering key aspects of a programme to separate the parent company of one the largest global wealth management businesses.
PEN point of view
Our success is dependent on our ability to deliver quality outcomes and exceed the expectations of our clients. We can only achieve this through fostering open, honest and collaborative client relationships, a central aspect of the PEN approach.