Point Group design, build and manage operating models and technology for the finance sector.We focus on combining the best financial technology and service providers to deliver highly efficient operating capabilities. Our solutions provide platforms for growth, reduce costs and business risk and deliver world class user experiences.We work with our clients to understand their needs. To identify the technologies, vendors and operational capabilities best suited to meet those… Show more Point Group design, build and manage operating models and technology for the finance sector.We focus on combining the best financial technology and service providers to deliver highly efficient operating capabilities. Our solutions provide platforms for growth, reduce costs and business risk and deliver world class user experiences.We work with our clients to understand their needs. To identify the technologies, vendors and operational capabilities best suited to meet those needs. We build data-centric, integrated and scalable front-to-back operating platforms and standalone technologies. We use 3rd party tech where it exists. Where it does not, we build new technology.We deliver and run the technology you need to operate. We act as our client's CTO, technology function, technology transformation-lead and operational partner.Launched in 2017 by a team of financial technologists, strategy consultants and investment managers, Point Group supports businesses starting-up, scaling-up or developing their own technology solutions.Our clients include family offices, asset, fund and wealth managers as well as specialist financial service sector providers. Show less

Assignments include:- Led designed and managed the development of new processes, system implementation and data/asset migration for a new Multi Family Office, with assets of approx. £2bn. - Migration of approx. £4.5bn of assets from Temenos/Bank Master to Tercero.- Solution Architecture of a new Asset aggregation and administration platform for mid-tier Asset/Wealth Managers

Provider of Wealth/Product Administration products in the UK, Europe and UK Nearshore, main activities:Led RFI/ITT response for clients in the Wealth and Asset management spaceImplementation of Percana for Retail Investment, Pension, Advisory and Discretionary Asset Management clients.Designed changes to the Percana platform, enabling it to support discretionary services, broader instrument trading and real time fee deduction.

Orion Programme.A platform and process change programme.Initially contracted to benchmark the current system establishment against the market, this became a full solution selection and implementation cycle.The role included solution design, close working with chosen vendors to amend their products to need, testing/change management and the migration of > 100k clients with their assets.

Variety of short term project and solutions work, including:- Exposure of internal data to account owners via new portals- Implementation of STP services for Wealth Managers clients- Solutions architecture of a portfolio forecasting and 'what-if' calculation engine

Responsible for the design, delivery and support of Retail, Wealth, Asset, Life and Pension solutions delivered by the Customer Solutions team to Asset Managers, UK Retail Banks, Custody Banks, Building Societies and Card Processors.