Solution introduction

Opus Una advises and executes on all aspects of product development and governance

We have supported the design, build and launch of hundreds of products and services across multiple wealth managers and wealthtechs

Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place.

Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into the organisation and integrated with the existing risk management framework are key determinants of success. When implemented correctly, it will optimise stakeholder collaboration and the building of products and services that are profitable and within the firm’s risk appetite.

In short, done right, strong product development and governance are a huge source of commercial advantage. Opus Una will work with you to:


  • Understand whether there is sufficient demand for the product and whether it is viable
  • Design experiments to validate hypotheses
  • Develop an approach and plan for efficient execution of validation experiments


  • Architect your business through best practice functional design processes
  • Define the control environment to ensure the highest risk and compliance standards are met.
  • Analyse and develop capabilities for new target markets


  • Adapt and implement product governance to ensure new and existing products/services are:
  • Market relevant
  • In line with your organisation’s risk appetite and risk management capability
  • Client-centric

Opus Una: Collaboration in wealth management technology - current examples of collaboration and what the future holds

Business Strategy & Advisory, Technology Strategy & Consulting


In this second and final episode in our new series of video interviews with Opus Una, we speak to Sharmil Patwa, Founder of Opus Una. Sharmil gives us some examples......

Wealthtech examined. What does the future hold?

Business Strategy & Advisory, Digital (Robo) Investing, Technology Strategy & Consulting


Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

Client Engagement & Management, Proposition Design, Development & Delivery, Technology Evaluation & Selection, Technology Strategy & Consulting


Opus Una: On disruption in the wealth management sector

Proposition Design, Development & Delivery, Technology Strategy & Consulting


The changing face of financial services: Disruption or evolution?

Business Strategy & Advisory, Technology Strategy & Consulting


Opus Una: Challenges and opportunities faced by UK wealth managers

Compliance & Regulation, Compliance & Regulatory Services


Opus Una: An introduction to Opus Una

Business Strategy & Advisory, Proposition Design, Development & Delivery, Technology Strategy & Consulting



Our experience

  • We have designed, built and risk-managed products across all asset classes and for multi-jurisdictional distribution
  • We are experts in developing, optimising and operating product governance for some of the largest participants in the wealth management ecosystem
  • Where there has been a regulatory/audit challenge we have supported clients with response

Our difference

  • While most of us have worked in big consultancies, we are not career consultants. We have all had senior roles in banking and understand the art of the possible
  • Therefore, we are experienced in managing consultants and line resources alike and skilled in managing combined teams
  • We don’t expect our clients to pay while our resources learn on the job. We hit the ground running, get the job done and leave
  • You pay for our experience and subject matter expertise and that is what we deploy
  • Where highly specific supplemental expertise is required we can supply this on a fractional basis
  • In everything we do, we aim to get our clients to the point of self-sufficiency as quickly as possible

Key Data

  • Bespoke
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence

Product Development & Governance

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