





How Private Banks Could Better Engage with Gen Z
Posted on • By Zabeen Moser
Traditional private banks and wealth managers often struggle in adapting their offerings to appeal to younger generations of clients. As a result, they are at risk of losing those clients to competitors that have more compelling proposals (e.g. in terms of social responsibility, client centricity or flexibility) and they might be missing valuable opportunities to…
Three trends in investment operations for the new digital era
Posted on • By Caroline Chambers
Asset managers have been focused in the past mainly on driving scale and efficiencies into their investment operations. Now, many firms are turning to a new playbook. Its priorities? Using digital as the engine to enhance revenue, client centricity and market share. And doing this successfully requires firms to embrace a new way of working…
Responding to megatrends for future success
Posted on • By Ian Woodhouse
As part of Accenture and Orbium’s continued commitment to help drive valuable discussions within the wealth management industry, we have created our annual Wealth Management Digest—a curated selection of articles written by our practice over the last year. This year’s publication draws on insights from the Accenture–Orbium Wealth Management C-Level Survey, and we have aligned…
Capital market firms can do well while doing good post COVID-19
Posted on • By Kimberly Richards
We are living in quite strange times. The financial markets appear to be facing even stranger times with current stock market prices seemingly disconnected from the surrounding economic upheaval. As I write this blog, the financial markets are near peak valuations while the private equity industry sits on a record amount of dry powder. Yet,…
Responsible leadership is no longer an ESG issue; it’s a management must
Posted on • By Zabeen Moser
Responsible leadership has become central to the success of companies in every sector, including wealth management. Not only does it affect the value and reputation of a company, but it goes further to impact staff retention and client loyalty. Just a few years ago, ethical, social and corporate governance (ESG) – or responsible – investing…
Why should wealth managers focus on AI in the front office?
Posted on • By Scott Reddel
Applied Intelligence (AI), the spectrum from advanced analytics to true artificial intelligence, has been long-heralded as a “next big thing” in wealth management. However, the industry has reached an inflection point for finally moving beyond hype to real value. A confluence of advancement in data, platforms and cloud computing underpin a greater understanding of how…
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Michael Spellacy
Senior Managing Director – Global Capital Markets Lead

Scott Reddel
Managing Director – Wealth Management Lead

Mike Kerrigan
Managing Director – Asset Management Lead

Tom Syrett
Managing Director – Capital Markets Platforms Lead

Nicole Bodack
Managing Director – Capital Markets, Growth Markets

Kimberly Richards
Managing Director – Banking and Capital Markets Strategy

Diane Nolan
Managing Director – Capital Markets

Zabeen Moser
Managing Director – Wealth Management

Ian Woodhouse
Head of Strategy and Change, Orbium – Part of Accenture Wealth Management

Michael Cheek
Managing Director – Capital Markets

Girard Healy
Managing Director – Asset Management

Jasmine Dhiman
Managing Director – Capital Markets, Technology

Rachel Silver
Managing Director – Wealth Management

Keri Smith
Managing Director - Applied Intelligence

Graeme Hughes
Managing Director – Capital Markets

Dean Jayson
Managing Director – Banking and Capital Markets, United Kingdom & Ireland

Paulo Salomao
Managing Director – Asset Management

Caroline Chambers
Senior Manager – Asset Management

Bill Beaulieu
Director – Asset Management

Ross Tremblay
Senior Manager – Asset Management

Christian Spitz
Senior Manager – Capital Markets

Mike Marsiglio
Director – Wealth Management

James Petitto
Senior Manager – Asset Management
