CEO, Wisdom Council
Anna founded The Wisdom Council in 2013 following a number of years running a specialist wealth management marketing consultancy. The Wisdom Council are consumer engagement specialists supporting financial services businesses by ensuring their client’s voice is embedded in the development of product and service propositions, driving out insight that delivers both regulatory and commercial benefits. With clients ranging from wealth and asset managers to retail banks, life and insurance companies, the Wisdom Council run affluent and HNW investor councils and client advisory boards on behalf of their financial services clients. A core area of expertise is building ‘test and learn’ insight programmes to support new or evolving digital wealth propositions. Anna’s career spans over 20 years in the City for companies such as JPMorgan Private Bank and Morgan Stanley Investment Management where she was responsible for the development of investment and marketing propositions for private clients, intermediaries and institutions. Outside the world of finance, Anna sits on the Board of the Young Vic Theatre.
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