Robert Avery

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.

Jenny is one of Liqueo’s longest-serving consultants and a recognised expert in front-to-back office transformation, specialising in Charles River and State Street Alpha. With over 20 years of experience delivering business and technology initiatives for global asset and wealth managers, she has built a reputation for seamlessly integrating investment data hubs, order management systems, and third-party administrators to maximise efficiency.

Beyond her technical expertise, Jenny is known for her outstanding interpersonal skills. She builds strong, trusted relationships with clients, ensuring that solutions are tailored, practical, and drive real value. Whether leading system implementations, data projects, or process enhancements, she combines deep industry knowledge with a people-first approach to deliver successful outcomes.

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.

Robert brings nearly four decades of experience across Investment Management and Wealth, helping complex organisations navigate strategic and regulatory change. He’s led front-to-back transformation for some of the industry’s most respected names, with senior change, product, and programme roles at Insight Investment, Vanguard Europe, Barclays, and RBS.

Whether managing billion-dollar fund migrations or leading the implementation of front office platforms like Aladdin, Charles River, FlexTrade, or thinkFolio, Robert is known for his calm, considered leadership. A trusted SME and mentor, he blends deep domain knowledge with sound judgement and sharp delivery skills bringing clarity and control to even the most complex programmes.