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
Our Work
Segments
We focus on insurance, wealth and professional services clients
- P&C Insurers and MGAs
- Wealth and Asset Managers
- Insurance Brokers
- Insuretechs and Wealthtechs
- Service Providers
- Technology and SW Providers
- Broader Financial and
Professional Services
Situations
We work on the toughest strategic challenges and complex change
- Business model change
- Cost reduction
- Programme turnaround
- Customer service transformation
- 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 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
Working hand-in-hand with internal teams to ensure ownership sits with the right people – committed to building capabilities
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Open architecture
Finding and working with outstanding third-party partners to provide the highest value specialist support
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Proprietary tools
Bringing tried-and-tested industry tools and change frameworks, as well as innovating through embedding new technologies
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Impact
Our small team model, development of internal teams and use of specialists delivers material results, faster with more certainty
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Sustainable solutions
We build capability and solutions that are led and owned by internal teams, ensuring they are sustainable when we leave
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 wealth and insurance
Structural engineer
Penney Frohling
Advisory Partner
Ethos Consulting Managing Partner
Partner specialising in Wealth at EY, Strategy &, AT Kearney
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 , 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 Thinking
We believe that people-based organisations need to follow a different path – a structured change process which puts people at the centre:
Integrate ‘delivery’ from the start
Strategy is about ‘how’ not just ‘what’, change cannot be an afterthought
Align the agenda with individual’s goals and capabilities
Change only happens when people want it to happen
Give those most affected real agency in the change process
The teams that will live with the outcome need to help create the future
Tailor the approach to the culture and capabilities of the organisation
No project plan or agile sprint has ever delivered people change
