Alan Thomas
Partner
Alan is a seasoned financial services professional with global experience of Wealth and Investment Banking markets. He has held senior positions with Merrill Lynch and Credit Suisse, where he was the global head of FX structured sales and led their 3rd party bank sales team for FICC.
His experience of Wealth Management and Investment Banking provides a unique perspective of the retail and institutional business with an extensive knowledge of the products and operations of both institutions from front to back office.
Over the last 12 years working as a leading Subject Matter Expert for a Big4 consultancy, Alan has specialised in initiatives that break away from the traditional advisory work, utilising cutting edge technology and advanced methodologies to create new approaches or develop new business opportunities within existing organisations, including AI, commercialisation and data driven innovation. These initiatives have been leveraged by the consulting firm globally to capture new business, including innovation thought leadership, a commercialisation playbook and an up-scale programme for Fintechs.