Consulting

These training workshops are rooted in my experience in banking, entrepreneurship, AND psychotherapy. My original academic research has also helped my clients discover what needs to change in their organisations, and how it can be measured

I work with banks, financial institutions and businesses delivering training courses that get to the heart of what needs to change and why

Some clients know what training they need. Some clients also use me to conduct research into precisely what areas need addressing, and how to measure the right outcomes.

Examples

Gender bias in investment advice – clients including large UK banks, and international finance groups

I have taken teams of relationship managers, bankers, investment advisors and senior management of large UK and international banks though my training programme on gender bias in investment advice.

I bring my experience from banking, entrepreneurship, psychotherapy and academic research to the training programmes that I design.

My methodology is based on the opportunity that the rapid increase in female wealth has for business growth and how decreasing gender inequality is good for business and society. My work bears relevance to financial markets regulators and institutions who are looking to attract the growing market of female investors and guide them on how to invest their wealth.

 

Recent Projects

Apr to Dec 2020 – Barclays Private Bank, Inter Generation Wealth Transfer. Barclays engaged me as an external expert to contribute to their pivotal research on wealth transfer and family business. Some of the outputs include the Smarter Succession Podcast and the Financial Times article: The Struggle Between Success and Succession. You can read more about these here and here.

If you represent a bank, a business, charity or other organisation that is interested in developing bespoke training for your teams please get in touch.