We partner with
insurance and wealth leaders
managing complex change
It’s time for a change
Less than a third of firms deliver successful transformations
Despite widespread use of expensive consulting support
We are building a
new advisory model
Our team
Exceptional people with a unique combination of strategy consulting and senior executive experience
Hands-on, action-oriented to deliver impact
Our approach
Small, senior teams, integrated closely with internal leaders and their organisations
Creating and accelerating sustainable change
Delivering strategic change
Example situations
Business model change
Cost reduction
Operating model redesign
Programme turnaround
VCP delivery/acceleration
Integration
Service and process improvement
Digital and AI transformation
How we partner
Providing leverage for senior executives leading complex change
Framing, structuring and accelerating change journeys
Directing and managing the execution of complex change
Strengthening and developing existing capability
Our founding team
Miguel Ortiz
Operating Partner
Group COO at M&G and CTO at Allfunds
BCG Senior Partner, Insurance, Wealth & Asset Management
Theoretical physicist
James Platt
Operating Partner
Group COO and Chief Digital Officer at Aon
BCG Partner, founded BCG’s global analytics practice
Military engineer
Rob Devey
Advisory Partner
CEO of Towry wealth and Prudential UK
Investor and entrepreneur in the wealth and insurance spaces
Structural engineer
Penney Frohling
AdvisoryPartner
Ethos Management Consulting Managing Partner
Partner at EY-Parthenon, Strategy &, AT Kearney, specialising in Wealth
Lit Major
Paul Mang
Advisory Partner
Chief Innovation Officer at Guidewire
CEO of Analytics at Aon
McKinsey Partner in Chicago and London
Academic
Michael Niddam
Advisory Partner
Co-founder and CEO at Kamet Ventures, business builder in insurance
BCG Partner, led digital innovation in insurance
Chef
Tim Wright
Advisory Partner
International CEO and Group COO at Willis, driving growth and operational leverage
Head of Financial Services, Bain & Co
Numismatist
Our value proposition
Exceptional people
Small hands-on teams of exceptional people with deep industry and change experience as both consultants and executives
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Empowerment
Small hands-on teams of exceptional people with deep industry and change experience as both consultants and executives
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Open architecture
Small hands-on teams of exceptional people with deep industry and change experience as both consultants and executives
+
Proprietary tools
Small hands-on teams of exceptional people with deep industry and change experience as both consultants and executives
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Impact
Small hands-on teams of exceptional people with deep industry and change experience as both consultants and executives
+
Sustainable solutions
Small hands-on teams of exceptional people with deep industry and change experience as both consultants and executives