We are a team of financial technology and operations experts
We are a financial services technology company.
We help finance businesses grow and engage their clients by providing them with innovative technology products, operational solutions and industry expertise.
Selecting from best-in-class 3rd party and in-house tech, we create platforms and applications that focus on solving the challenges our clients are facing.
It is our people that make us different.
We are a team of leaders from across the financial technology and operations, digital transformation and strategy consultancy sectors.
Together we have run regulated financial businesses, growing them from start up to IPO. We have built, bought and managed financial technology platforms.
We have taken fintech products to market and integrated different technologies to create systems that are greater than the sum of their parts.
We have advised leaders in government and business. Built high performing teams and delivered transformation in the most demanding of environments.
We bring this mix of talent and experience together to created tech-led solutions that optimise and innovate financial service operations.
Formed in London in 2017 our founders combined their experience to bring innovation, advice and operational technology to the rapidly changing financial sector.
We have stayed true to our founding values of integrity; innovative, open and diverse thinking; the delivery of excellence; and the responsibility we have to our clients, our colleagues and our society.
From our offices in London and Switzerland, and alongside our European partners, we have worked with clients across the sector to transform their businesses through the use of innovative technology and actionable advice.
Martin has over 20 years of experience in financial technology, finance operations and asset management.
Martin has built, bought and used financial technologies and systems. As a technologist he has designed and built solutions for wealth management and banking. As a CTO he has purchased and integrated the technology stack needed to grow a regulated financial business and take it public. As an investment adviser he has used technology to grow assets for the benefit of the end client.
Martin pooled this unique experience when he founded Point Group alongside Tom and Mark. He leads on the design, build and operation of our technology solutions.
Martin holds an MA from Cambridge University.
Jon has more than 15 years of experience in senior operational leadership in financial services.
As the COO of an advisory and investment management firm, he scaled the operating platform that enabled growth in AUM from £1bn to £15b, and following an IPO, was appointed Group Head of Risk. Before joining Point Group, Jon was a senior consultant for a not-for-profit law firm and social finance consultancy.
He holds an executive MBA from Imperial College, London, and an LL.M in financial law from King’s College, London. Jon has attended education programs at UCLA, Columbia and Harvard. In his spare time, he mentor’s startups and scaleups for Imperial Launch.
Vahid has over 20 years of experience as a head of technology, software engineer and data analyst across the technology and financial sectors including in asset management, insurance and pensions.
Prior to joining Point Group, Vahid was the head of technology for a publicly listed asset management firm where he designed and built bespoke trading and compliance software to manage and monitor large client portfolios and in-house funds. Vahid has deep experience in exploiting large, complex financial data sets to deliver value for businesses and end customers alike; he has built and run data analytics solutions ranging from performance engines to hedge fund and equity fund modelling strategies.
Vahid leads on the development of our proprietary investment technology systems and architecture.
He has an M.Sc. in Machine Learning and Data Mining from Bristol University.
John joined Point Group bringing more the 30 years of financial services experience encompassing consulting, investment management and financial planning.
As our Chairman he provides strategic guidance, oversees our governance and connects us to our clients. John has spent his career in financial services, reflected in his positions of Private Asset Managers (PAM) Awards Judge; the Chair of the Private Banking and Wealth Management Special Interest Group at the Financial Services Forum; a Court Assistant of the Worshipful Company of International Bankers. He is the founding partner of a consultancy advising family offices, trust companies and regulated investment and wealth managers.
Previously, John was the MD of Multi-Manager Investment Solutions for EMEA at Northern Trust in London. He also serves as an independent non-executive director on the boards of a series of investment funds.
Mark co-founded Point Group building on 25 years of experience working in financial services.
Over his career, Mark has designed financial products, processes and platforms for a wide variety of financial sector businesses including international retail banks, boutique, specialist private client offices, retail investment and insurance providers. Clients have included Generali, Bank of New York, RBS, HSBC, First Data and Percana. He brings a unique perspective which enables him to identify innovative, cost-effective solutions built on a deep understanding of financial services, business organisational change, automation and technology. This has provided him with the skills to build an extensive successful delivery record in change programmes of up to £40m.
He holds a B.Sc. Hons (1st) from University College London.
With a background in Financial Services and Technology, Karen has over 20 years of business change management and systems implementation experience in the UK, Europe, Australasia and the Caribbean.
Karen has been responsible for managing £5-10m change and regulatory projects embedding new technology, data and operational processes into a variety of Banks, Wealth Managers and SME’s.
Awarded a Distinction in her MBA, Karen is a Certified Information Privacy Professional Europe (CIPP/E) and Certified Information Privacy Manager (CIPM). In addition, she holds practitioner certifications in: Programme Management (MSP); Project Management (PMP & Prince2) and formerly, the Institute of Banking. Karen is a Fellow of the Chartered Management Institute and has published an academic study on learning from software projects.
She also leads on our DPO work through her consultancy Data Protection 4 Business which she founded to provide a variety of implementation services and training to support SME’s in meeting their responsibilities under the complex GDPR regime.
James has over 20 years of experience working in technology functions within asset management and investment banking.
James has primarily focused on enhancing and implementing off the shelf systems for wealth and asset managers, fund of hedge funds and private equity businesses. After reaching senior management level in the alternative space, he was drawn back to hands on transformational development and implementation roles using a wide range of databases and programming languages.
James has recently been working on a range of data science and architecture projects as well as business critical initiatives with AIFMD and ESG.
James holds an BSc in Mathematics from Imperial College.
Based in the fintech hub Vilnius, Lithuania and with offices in London and New York, Metasite are our trusted development partners.
They have over 20 years of experience in helping financial institutions deliver technology-driven innovations with startup-like speed and efficiency.
Our partnership provides our clients with access to a 100 engineer-strong pool of technology expertise, with a proven track record in delivering best-in-class innovations to retail and wholesale banks, global investment managers, multinational insurers, financial data and information providers, and a global top 3 stock exchange.
Their clients have included Nasdaq, Man Group, Vontobel Asset Management, Solum Financial, Swedbank and Danske Bank. A full list can be found here.
We always focus on the client. We start by understanding their needs, their challenges, their ambitions and their market.
We work with them to design the solution that best addresses their requirements.
We identify the best technology and service providers in the market.
Where a technology solution does not exist in the market. And our clients need it. We build it.
We integrate best-in-class technologies to create client-focused solutions that are greater than the sum of their parts.
We partner with our clients for the long-term, ensuring their platforms and products are well managed and grow to keep up with changing markets and ever-improving technologies.
To help finance sector companies engage clients and operate efficiently by building solutions using the best technology combined with our financial operations expertise.
We are committed to building a more efficient and engaging finance sector by bridging the gap between business and technology.
Our values guide everything we do. Our work with our clients. How we treat our people. How we contribute to our society. Our CSR policy details our values and how they guide our decisions and how we operate.
Work with us. Partner us.