Opus Una

HQ Address

Third Floor, 86-90 Paul Street, London EC2A 4NE, United Kingdom

Website Address

www.opusunafsc.com

Ownership Type

Private

Connect with Opus Una
Business introduction

Work as one

Opus Una works collaboratively with participants in the wealth management ecosystem to deliver change and accelerate growth. We are experienced, delivery-focused individuals who combine deep industry skills with consulting discipline.

We are different because:

  • We are all experienced, our team doesn’t learn on your time
  • Each team member has a blend of consulting and practitioner experience. We understand theory and combine that with our practical experience
  • Where appropriate, we will ‘fractional resource’ in order to provide our clients with the most cost-effective solution

We have two lines of business:

  • Consulting – We work with established participants in the wealth management ecosystem. Our areas of expertise are in product, risk and transformational change
  • FinTech – We work with early/growth stage companies. Our areas of expertise are in strategy & planning, business and operating model design

Opus Una: How digital is your business (Part 2)

Technology Implementation & Management, Technology Strategy & Consulting

05/04/2019

Welcome to the second part of our two-part video interview with Ian Cromie from UK-based wealth management consulting firm, Opus Una. In this first video, focused on how digital your wealth......

Opus Una: How digital is your business (Part 1)

Proposition Design, Development & Delivery, Technology Strategy & Consulting

25/03/2019

Opus Una: On disruption in the wealth management sector

Proposition Design, Development & Delivery, Technology Strategy & Consulting

29/01/2019

The changing face of financial services: Disruption or evolution?

Business Strategy & Advisory, Technology Strategy & Consulting

18/01/2019

Opus Una: Challenges and opportunities faced by UK wealth managers

Compliance & Regulation, Compliance & Regulatory Consulting

08/06/2018

Opus Una: An introduction to Opus Una

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

29/05/2018

Business Overview

Consulting
Our advisory business for established players in the wealth management ecosystem is focused on:

  • Product development & governance – Our experts advise on all aspects of the product lifecycle from ideation to post-launch. We have built numerous products, services and businesses. If you want advice on how to do this better, we can help you to optimise your processes and governance to improve commercial outcomes.
  • Programme management – We will help you start on the right course by working with you to develop a plan, structure a team and establish appropriate governance. Our programme managers and directors have a proven record of delivering highly complex, business-critical initiatives. If you do have an ‘off-track’ programme we would be delighted to talk to you about how we can help.
  • Risk – We assess, build and remediate control environments to enhance management oversight across first and second lines of defence

FinTech
Our FinTech advisory business is focused on helping scale-ups with an application in the wealth management space to accelerate their growth. We help our clients with customer, product and distribution strategy. We design business models and will support you in developing a business plan and pitch to support your fund-raising activity.

Key Data

Year founded
2011
employees
51-100
wealth management employees
51-100
clients
11-20
offices
1
Office Regional Presence
  • Western Europe
Type of Clients
  • Digital wealth manager
  • External Asset Manager
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Single Family Office
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
  • Western Europe
Leading client geographies
  • United Kingdom

Opus Una Solutions

Product Development & Governance

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......

business needs
Client type
client geography presence
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Programme 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......

business needs
Client type
client geography presence
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Feasibility Analysis

In order to protect against developing products or services that do not make commercial sense for the organisation, it is critical to undertake robust product value and viability analysis to gain an appropriate level of comfort before fully committing an organisation to a resource intensive project. Through many years of experience......

business needs
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FinTech Advisory

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. The areas that we currently focus on are: Customer strategy – we have extensive experience working with clients throughout the customer management lifecycle Product strategy – we......

business needs
view solution

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