Solution introduction

We deliver complex business transformation across wealth management

We are experts in business transformation. Our resources have learned their consulting craft at some of the world’s best known consultancies. They have also worked ‘in-house’ as practitioners in top tier banks and wealth managers. We believe that this blend of consulting discipline and practitioner experience is a key determinant of our success. It allows us to ‘work as one’ with our clients. 

Opus Una can help you to:


  • Determine the appropriate governance and resourcing options for project delivery

  • Create the plan required to execute against your goals


  • Apply our deep expertise of leading large, complex delivery programmes across Financial Services

  • Implement best practice communications, quality and control to ensure you hit your targets and delight your stakeholders


  • Rectify issues and re-align the delivery path for off-track projects

  • Use our wealth of experience and road-tested methods to help you take the hard decisions and get back to ‘green’


  • Identify and implement the right vendor solutions and the optimal integration for your business

  • Maximise the benefits from your strategic partnerships

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......

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

  • Having been clients as well as consultants, our team understands the delicate balance required to make change in a business while ensuring day to day business operations continue undisrupted
  • Our senior resources have all led complex, multi-jurisdictional programmes in wealth management and capital markets
  • We have worked on some of the largest change initiatives ever undertaken in wealth management crossing all functions and product areas

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

Project Management

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