Priyesh Mistry

Cheryl is a senior leader in asset and wealth management transformation, with a strong track record of delivering complex change for global asset managers. Before joining Liqueo, she was Managing Director at EY, where she co-led their Asset Management Business Transformation practice. Cheryl has worked across front, middle, and back office functions, helping firms modernise operations, adapt to market shifts, and implement sustainable change.

She brings a deep understanding of the US market and joins Liqueo at a pivotal time in our global expansion. Cheryl is also a regular speaker at leading industry events and has worked closely with organisations like NICSA, contributing to strategic discussions on innovation, business transformation, and the future of investment management. Clients value her ability to cut through complexity, deliver lasting results, and drive growth through clear, pragmatic execution.

Marc brings deep expertise in trading and compliance technology. With more than 20 years of experience at global financial firms, he has spent over 15 years specialising in Charles River Order Management System and other leading platforms, successfully implementing solutions across 20+ trading desks. He has experience across all asset classes to support front-to-back trading workflows, enabling firms to streamline workflows and strengthen oversight.

Marc has built a reputation as a trusted partner in transformation, known for his ability to balance strategic thinking with hands-on technical delivery. He guides clients through complex environments with clarity and calm, ensuring systems are implemented with precision and aligned to business goals.

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.

Siobhan brings over a decade of experience delivering strategic and regulatory change across the asset and pensions management industries. She’s led complex transformation programmes across investment and group functions, most recently as Head of Projects and Business Management at Brightwell Pensions. A former consultant at Accenture and Alpha FMC, she combines deep domain knowledge with hands-on delivery skills—helping clients solve complex problems and deliver meaningful, long-term change.

Whether setting up a change function from scratch, remediating a large-scale audit, or launching offshore products post-Brexit, Siobhan brings structure, clarity and pace. She’s known for her calm, personable style and ability to influence at every level—building trust, creating order, and making transformation feel possible.

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.