Liqueo appointed as independent board advisor on major transformation programme 

We’ve been engaged as an independent board-level advisor to support a leading global asset manager (~$500bn AUM) as they embark on one of the most significant change programmes in their recent history. The firm is moving to a fully managed, SaaS-based operating model built around a market-leading core platform – a scale of transformation they haven’t undertaken before. Alongside the platform shift, they are also reviewing a long-standing middle-office arrangement, introducing even more change into an already high-stakes environment.  

We provide an objective, unfiltered view on the programme’s direction, drawing on deep domain experience and lived insight from similar transformations across the industry. . Our team has worked across the major platforms, operating models and transformation programmes in asset and wealth management, which means we can spot patterns, pressure points and blind spots that aren’t always visible from inside a single organisation. With that, we can challenge assumptions, call out risks early, and help steer decisions without the internal pressure that often comes with large programmes.  

Our role goes far beyond a monthly board meeting. We bring insight from across the industry, drawing on lessons learned from comparable programmes, the realities we’ve seen elsewhere, and the patterns that repeat across large transformations. It’s about accelerating their learning curve by giving them access to the market’s collective lessons so they don’t repeat avoidable mistakes.  

“Major transformation programmes aren’t day-to-day work for most firms, but they are for us. When you’ve lived these journeys repeatedly, you understand where the real challenges sit and how to steer around them. Our role is to bring that honest, experience-led perspective so leadership teams can move forward with clarity.”

Sai Perry, Director Advisory 

This work also reflects a broader shift for Liqueo. More clients are turning to us earlier and at a more strategic level, recognising that large-scale transformation isn’t BAU – even for organisations that are exceptional at what they do. These programmes demand specialised experience, clear thinking, and the confidence to challenge. This engagement shows the value we bring when we’re in the room for those critical decisions, not just the delivery that follows.  

It reinforces the principle that the most successful transformations happen when deep domain expertise, candid guidance and market insight converge – creating the clarity and confidence needed for the right decisions to be made. This is where we help clients achieve impact that goes far beyond expectations.