Aaron Scott

As COO of this wealth tech start-up I designed and developed a highly innovative client wealth planning platform and client advisor portal. Leading a team of UI/UX designers, data scientists, academics and programmers we have developed a remarkable industry solution, all within an agile framework. Industry analysts and various C-suite individuals have provided very positive feedback to the solution created.

Through this program UBS maintained its status as the global leader in sustainability for financial services firms. I drove a Divisional analysis of core investment processes and product shelves across the Group. I then co-developed a roadmap of Divisional programs to support a Group-wide UBS sustainable and impact investing strategy, this 3-year roadmap was adopted by the UBS Board and Group executive board in December 2017.

Trusted advisor to the executive committee for a Top 10 asset management firm. I had a broad portfolio of duties including the leading of Divisional M&A activities, strategic reviews, market analysis, competitor bench-marking and change management programs.

Responsible for the strategic marketing of fixed income investment funds, additionally I coordinated the design and registration of new investment vehicles (particularly UCITS Lux and CH). Day to day responsibilities include responding to client queries and supporting pricing decisions.

Acted as the sole on-the-ground liaison for both Zurich and Asia-Pacific regional management through the completion of a local unit purchase. I was responsible for building out the country business plan and building out the back office functions for the local asset management operations (finance, HR, legal, marketing, premises and fund administration).

I was responsible for a program to identify, unify and streamline the global value chain of a global top 10 asset manager. We developed a system to generate a single view of the client and then developed a proprietary management information system to model cost and activity drivers across the organisation. As an industry first we built up a series of predictive modelling rules to model client service models.

Commercial solicitor focused on the drafting of legal documents (e.g. leases, sales and purchase agreements, licenses and credit facilities). Acted as legal counsel for a local building society covering a broad range of matters from corporate secretarial topics through to credit documentation. Eventual specialization in taxation.

Corporate finance, strategic marketing, corporate strategy, organizational behavior