Modak Fahad shares an article on delivering a differentiated client experience in asset and wealth management. The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive advantage in this winner-takes-all environment. Leaders in sales and marketing at these firms are pressured from all sides to be more relevant and valuable to their clients. Not only are they competing…

Umbrex is pleased to welcome Christian Fendt with Arumis Consulting GmbH. Christian has over 25 years international experience in management consulting and in financial services.  Prior to founding Arumis Consulting, a small, independent management consultancy, he founded Pegasos Capital, an independent private wealth management company and launched his own mutual fund. Christian also worked 5 years for Fortis Investments, a global asset management company.  During this time and based at the company’s headquarters in Brussels, he completed and successfully integrated…

Umbrex is pleased to welcome Ravi Arulanantham. Ravi has two decades of experience in the financial services industry at the intersection of product, investing, and corporate strategy. Most recently he was Global Head of Product & Strategy at Wells Fargo Asset Management. Prior to Wells, he held various strategy and investment roles at JPMorgan Asset Management, Silver Creek Capital, and was also a political appointee in the Obama administration at the Export-Import Bank of the United States where he served…

Umbrex is pleased to welcome Luka Repansek.  Luka Repansek worked as a management consultant in the financial institutions practice at McKinsey and gained experience in a number of European markets. He was Fellow at the McKinsey Global Institute in San Francisco were he conducted research on global capital markets. After McKinsey, Luka spent several years as a strategy and M&A advisor at large European financial institutions including KBC Group in Belgium and Sberbank in Austria. Luka has particular focus on…