Leo ChancellorManagement Consultant Leo.firstname.lastname@example.org +44 (0)7809 695 805
An experienced consultant focused on supporting clients across the Wealth and Investment Management sectors.
With industry experience prior to becoming a consultant, Leo has a deep understanding of the mechanics of the wealth and investment management sectors. This leaves him well equipped to assist clients with both strategic thinking and the delivery of resulting change. As a result, Leo has a successful track record of assisting clients across these sectors in delivering complex business change, managing critical challenges and developing business solutions.
- Successfully delivering key aspects of a programme to "demerge" the parent company of a global wealth manager.
- Successfully scaling the trade processing capabilities of a growing wrap platform through a number of process and IT changes, reducing the requirement for headcount increase.
- Providing an established 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.
- Re-design and implementation of a target operating model for a multi-family investment office.
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.