An M&A team, well-resourced and with unique expertise.Wealth Holdings brings a seasoned and bespoke approach delivering on mergers and acquisitions in the IFA, Wealth Management and Fintech markets.Our partnership with IFA Magazine concluded in 2023 creates not just a leading M&A business but one which has the unique capacity to communicate with both sellers and buyers on an unprecedented level. The team of experienced financial journalists and marketeers are able to make sure all stakeholders in the M&A chain are fully up to date with the latest opportunities, regulation and the best available options for their clients, staff and their businesses.Wealth Holdings has been involved in numerous financial services businesses over the years ranging from mergers and acquisitions; building IFA businesses from start-up through to sale; developing nationwide consolidation models through to building wrap platforms and developing a range of new products.We believe we are uniquely positioned to assist the biggest Consolidators on a major acquisition push as well as provide a very personal service to the niche specialist advisory firm looking to commence their succession and exit planning.

Founded Bixietech solutions, an IT services company providing consultancy and technical resources to businesses across Hong Kong and the wider Asia-Pacific region. With a dedicated development team based in Delhi, Bixietech supported multiple clients with a variety of IT implementation projects. Primary client was an IT based financial institution based in Kuala Lumpur, Malaysia, for which Bixietech took full responsibility for day to day management of the internal IT department.

While working for IBM Hong Kong, I was assigned to the Enterprise Content Management transformation project project at Cathay Pacific, Hong Kong's primary airline. My role on the project was to lead the content migration work stream, managing a team of 5 business analysts and developers. With this workstream spanning across multiple departments within Cathay Pacific, I was responsible for engaging with numerous business stakeholders, gathering requirements and translating these into a technical design to facilitate a smooth and efficient migration process.

My primary focus while working for ISSW in the UK was the creation, development and marketing of the Simple Process Accelerator (SPA). SPA is an accelerator that empowers business users to configure and deploy business processes autonomously, without the need for IT involvement. I developed a large proportion of the original code base and was heavily involved in the marketing and education of various groups both within IBM as well as customers.I was then heavily involved in the first implementation of SPA for one of the world's largest banking and financial services company. I was involved with this engagement from the initial Proof of Concept (PoC) stage, through contract negotiation, to the development of the initial release. Acting as the development lead for the project, I was responsible for a globally dispersed development team and was the primary contact point for the business stakeholders. The engagement was extremely successful and is due to be rolled out globally.I was awarded the IBM Software Services Outstanding Contribution award for my efforts during my brief stay in ISSW.

I have been working as part of the BPM Strategic Growth Initiative team and have been personally responsible for the creation of a number Business Process Management (BPM) demonstrations to encourage the adoption of BPM, predominantly within the Financial Services Sector. The aim of this engagement has been to demonstrate to potential clients, the benefit of applying BPM as a methodology in the creation and maintenance of an organisation’s business processes. The demonstrations have been created in IBM BPM v8 and have been showcased to a number of the top UK retail banks.In order to fully demonstrate the way in which the BPM methodology can benefit an organisation, it was necessary to utilise three key software packages: IBM Business Process Manager, IBM Business Monitor (BM) and IBM Websphere Operational Decision Manager (WODM). These packages interlink closely and make up the three of main constituents of a BPM solution. Business Monitor is a software package that deals with monitoring data generated from external systems and displaying it in a way that can be easily interpreted and analysed. WODM, the successor to iLog, is a business rules engine, allowing rules to be created in Business Actual Language (BAL). This makes business rules readily accessible to the business side of organisations and reduces the reliance on IT teams for alteration and implementation. Both of these packages are designed to closely interact with IBM BPM.This work has provided experience in developing in the following software products:IBM Business Process Manager (v7 & v8)IBM Websphere Operational Decision ManagerIBM Business Monitor

I am currently working as an Application Developer for the Global Business Services (GBS) arm of IBM. I am working on the LogNEC project which provides asset management capabilities for the RAF and the MOD.I am based within the middleware team predominantly using Websphere MQ to create and manage message flows between servers located all over the world. I have also taken responsibility for the Websphere DataPower appliance tasked with monitoring and filtering messages moving onto the IBM secure network from external networks.I have had experience in developing XML (including XSLT, XPATH and XSDs), Java, PHP and HTML in Windows, Linux and AIX.