Jonathan Phillipo

Scott is the Practice Lead for Aladdin at Liqueo, bringing over 25 years of experience leading large-scale transformation initiatives for wealth and asset managers, investment banks, and insurance firms. With a strong track record in post-merger integrations, department setups, and Target Operating Model design, he has successfully delivered complex projects across front, middle, and back office functions. Over the last decade, Scott has specialised in BlackRock Aladdin implementations, supporting clients globally across EMEA, the US, and APAC—from vendor selection and discovery to full end-to-end deployment and ongoing optimisation.

Scott’s expertise spans both technical and strategic leadership, enabling him to bridge the gap between senior stakeholders, vendors, and delivery teams. Whether driving major system implementations or refining operational processes, he brings a structured and pragmatic approach that ensures projects are executed efficiently, delivering lasting value to clients.

Chris is a highly experienced Programme Manager and Architect with over 20 years in the asset and wealth management industry. He specialises in delivering large-scale transformation programmes, implementing front and back-office systems, and optimising trading workflows. Known for his ability to balance strategic oversight with hands-on problem-solving, Chris ensures that complex projects run smoothly from vision to execution.

Based in the US, he has a deep understanding of global markets and has worked extensively with Charles River, Aladdin, and other leading platforms. His expertise spans target operating model design, system implementation, and governance. Clients trust Chris for his meticulous approach, ability to navigate complex challenges, and commitment to delivering results.

Jonathan is a Senior Business Analyst with a decade of experience working across front and back-office systems within financial services. Known for delivering in high-pressure environments, he specialises in analysing, developing, and supporting front-office systems, ensuring seamless operations when it matters most. His ability to work across all levels of business—paired with his strong technical background—enables him to capture requirements from both a business and technology perspective, helping drive projects forward with clarity and precision.

With deep expertise in financial services technology, Jonathan excels at translating complex business needs into actionable technical solutions. Whether leading system implementations, optimising workflows, or ensuring stability in mission-critical environments, he plays a key role in ensuring successful outcomes for every engagement

Judith is a leader in investment technology with extensive experience in structuring, planning, and delivering large-scale transformational change across the asset management industry. With a strong background in data strategy, governance, and operating model design, she has led high-performance teams and spearheaded strategic projects, including platform redesigns and cloud-based ESG data solutions on Azure and Snowflake. Judith’s expertise spans the entire asset management value chain, from portfolio construction to middle and back office operations.

Known for her ability to navigate complex environments, Judith combines strategic insight with meticulous attention to detail. She engages with stakeholders at all levels, linking organisational strategy to actionable solutions. Whether integrating platforms post-merger or upgrading order management systems like Charles River, Judith’s analytical strengths and leadership ensure impactful results.

MKG plays a key role in growing Liqueo’s Advisory Consulting practice, helping asset and wealth managers navigate corporate and technology strategy, target operating model design, vendor selection, integration, and large-scale change. With a decade of experience in financial services and consulting, he brings a deep understanding of how to align strategy with execution to drive real impact.

Before joining Liqueo, MKG worked at Alpha FMC and the Bank of England, and most recently led strategy and operations for Investec’s (now Rathbones) portfolio management division. He thrives on solving complex challenges and ensuring clients are set up for long-term success.

Phil is a seasoned financial technology consultant based in the US, with over 12 years of experience delivering strategic solutions for asset and wealth managers. Specializing in system implementations, workflow design, and investment decision execution, he blends deep business expertise with a pragmatic approach to problem-solving.

His expertise spans across multiple asset classes—equities, fixed income, derivatives, and FX—ensuring that technology solutions align with both operational needs and strategic objectives. Whether leading system selections, configuring platforms, or managing production support projects, Phil thrives in high-stakes environments, balancing stakeholder expectations with efficient, effective execution. His ability to navigate complex landscapes and optimize technology to drive results makes him a trusted partner in transformation initiatives.

Priyesh is a highly experienced programme and project lead with a track record of delivering large-scale, technology-driven transformations across the asset and wealth management industry. Having worked across asset managers, software vendors, and Big 4 consultancy firms, he offers a rare, 360-degree perspective—understanding the nuances of both business strategy and the implementation lifecycle.

With expertise in State Street Alpha, OMS implementations, MiFID compliance, and Target Operating Models, Priyesh has played a pivotal role in some of Europe’s largest front-to-back transformation projects. He excels in bridging the gap between business and technology, ensuring solutions align with strategic objectives while being operationally sound. His relationship-focused approach, combined with deep technical expertise, makes him a trusted partner in delivering impactful change.

With over 25 years in investment management technology, Vikas has a knack for solving even the most complex challenges. Whether it’s system implementation, process re-engineering, or data analysis, he approaches every project with a mix of deep expertise and a relentless drive to find the most efficient and practical solution. His experience spans front-to-back investment processes, from portfolio modelling and trade management to compliance and reference data, making him an invaluable partner in transforming workflows and optimising technology.

Vikas doesn’t just deliver solutions—he ensures they are the right fit for the client, their business culture, and long-term strategy. He’s known for asking the right questions, challenging inefficiencies, and ensuring that no roadblock goes unresolved. If he doesn’t have the answer, he knows exactly where to find it, making him a trusted problem-solver for firms looking to enhance their investment technology landscape.