I regularly publish insights on operational leadership, regulatory compliance, and trust industry trends. Here are selected articles and commentary.
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Published Insights and Commentary
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Why Trust Companies are the Unloved Stepchild of Wealth Management
Published on Substack | 04 Nov 2025
Here I explore why many banks have divested their private trust companies and what that means for the future of the industry.
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The Impact of Inefficiency
Published on LinkedIn | Oct 2025
Inefficient processes often take up time that can be better used elsewhere. What is the true cost of inefficiency and why is it more critical than ever in the trust industry?
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How I Helped a Trust Company Save 2,000 hours per year
Published on LinkedIn | Oct 2025
This post describes a streamlining project I led to simplify a periodic review process. Ultimately we estimated the effort saving at around 2,000 hours per year whilst continuing to manage the associated risks effectively.
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Lessons from a Major Bank Transformation
Published on Substack | 16 Sep 2025
Change is inevitable, it is very common that major transformations fail. This post asks what are the key components of an effective transformation and what practical steps can be taken to make it more effective?