4 Strategies to Enhance Client Retention in Wealth Management

Sharon Tang leads sales and business development activities in the North Asia region at Quantifeed. Based in Hong Kong, she works closely with financial institutions across the region to help them develop their digital asset management capabilities. She has over a decade of experience in the finance industry and previously held senior regional sales positions at Osttra (formerly part of IHS Markit) and FIS. 

Sharon holds a Bachelor’s degree in Business Administration from the University of Science & Technology in Hong Kong and a Master’s degree in Corporate Communications from IE Business School in Spain.

Geoff Langham manages the Quantifeed EMEA team based in London and co-founder of Alpima. He is responsible for implementing the company’s infrastructure and its strategic direction. He has worked closely with all teams to successfully deliver solutions to its global clients and partners.

A twenty seven year veteran in the Finance industry, Geoff brings a wealth of experience from a trading and management perspective. Raised and educated in Canada at Queen’s University, he relocated to London to complete his MSc in Financial Economics.  He began his career at JP Morgan trading FX/Rates following onto Morgan Stanley on the buy and sell sides as an equity trader.  For the past 15 years, Geoff has held Board positions and COO roles at several fast growing financial companies.

In his spare time Geoff is a keen tennis player, powder skier, aspring chef and father to his three daughters.

Karen Tierney leads Quantifeed EMEA’s product team. She works closely with all teams across the organisation to evolve the product offering. She is responsible for ensuring the platform-wide strategy is aligned to customer’s needs, and our product build is prioritised, planned and executed effectively.

Trained as an Operations Research and Statistics Engineer with a Masters in Management, Karen brings a wealth of experience in product and programme management having delivered multifaceted client, regulatory and technology change projects. She joined Quantifeed from DWS and previously worked at RBS, Barclays, Deloitte and The National Bank of New Zealand.

Originally from New Zealand, Karen loves the great outdoors and is a keen swimmer. She lives in London with her husband and 3 young children.

Ananth is the Senior Program Manager at Quantifeed. He has a wealth of experience in finance and operations with a track-record of building and managing successful client facing teams in global organisations. His team is responsible for onboarding and closely supporting Quantifeed’s portfolio of clients. He leads various aspects of client relationships as well as client training, product adoption and retention.

Prior to Quantifeed, Ananth worked at Morgan Stanley and was principally responsible for building and scaling the sales-trading desk for structured products across Morgan Stanley’s clients base in EMEA.

His time outside of work is mainly spent with his wife and two young children. He is passionate about travel, cuisine, sport, in particular football and scuba diving.

Dorothée Servant leads as Head of Presales at Quantifeed EMEA. She works closely with the product and engineering teams as well as on the client side to ensure the smooth delivery of high-quality client solutions. Her team is responsible for managing the complete life cycle from the initial specification phase to the final delivery, including the planning, execution, and testing phases.

Before joining Quantifeed, Dorothée worked as project owner at THALES, a French multinational company, interacting with all the Business Units in Europe. She holds an MBA from IESE Business School, and a master’s degree in civil engineering from l’Ecole Nationale Supérieure des Mines de Nancy.

Originally from France, born in Spain and growing up in South America, Dorothée enjoys travelling and discovering new parts of the world.

Claire Percy heads up the EMEA finance function overseeing financial processes and reporting. She works closely with the wider team to ensure day-to-day business efficiencies.

Working across a variety of different industries including management consultancy, outsourcing, manufacturing, digital media, Claire has gained valuable commercial and operational experience to deliver high quality reporting and analysis to aid better information and decision making.

In her free time, Claire balances the chaos of family life with her love of outdoor adventuring; running, hiking and wild-water swimming.

Alastair Smith spearheads Quantifeed EMEA’s Quantitative Solutions team. Alastair and his team’s extensive knowledge of quant finance and trading strategies allows Quantifeed to develop cutting edge investment products to effectively serve its growing portfolio of global clients and partners.

Prior to joining Quantifeed, Alastair worked as an academic at Cambridge University, where he researched moment problems and stochastic solutions to integro-partial differential equations in very large numbers of dimensions.  He holds a doctorate in stochastic modelling and a degree in mathematics both from the University of Cambridge.

Outside of work, Alastair has keen interests in travel, rowing, cycling, chess and cryptoassets. ‍

Tom Barnes oversees the Application Engineering team at Quantifeed EMEA. He is responsible for technology and platform architecture across the organisation, optimising the scale and performance at which the platform operates.

Tom has twenty years of tech experience. In his career to date he has architected, delivered and scaled systems across a range of industries, built on a variety of technology stacks. Immediately prior to joining Quantifeed, Tom was a part of an award-winning startup, designing and delivering location-based services used by police and armed forces across Europe.

When he’s not studying for his MBA, he can usually be found walking, running or cycling around the forest in Epping, where he lives with his partner and their three children.

Kentaro Miki Heads up the delivery team in Japan to bring Quantifeed’s solution to the local market.

Kentaro has been working at Technology division at Global Investment Banks such as Goldman Sachs, Citi Group, Lehman Brothers etc. as developer, business analyst and project manager over 20 years.

His expertise is designing system, business and operational flow with good understanding of financial products from Front to Back.

He graduated Waseda University in Tokyo, Japan and he likes snowboarding and Brazilian Jiu-Jitsu.