Meet our team

Our senior team have built their careers in the world’s leading financial services companies. They have a wealth of Asset Management, Private Client and Wealth Management experience under their belts – and bring a unique combination of industry, insight and consultancy experience.

Collaboration is at the core of all we do – drawing the industry together to learn from each other; providing leadership through our participation on industry boards, gender networks and judging panels.

Our CEO, Anna, is simultaneously the CEO and President of the not-for-profit, volunteer-led Women in Banking & Finance (WIBF) network. She is also a judge on the Private Asset Management (PAM) awards, judging on the Wealth Management industry’s best digital solutions.

Bruce Weatherill

Chair

Bruce is a globally-recognised guru of the Wealth Management industry. A former global leader of PwC’s Private Banking and…

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Anna Lane

CEO

Anna Lane is founder and CEO of The Wisdom Council and plays a pivotal role in fostering fairness and accessibility within financial services…

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Alison Malton

Director

Alison brings more than 20 years’ practical experience in wealth management working for leading players across the industry …

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Dawn Houghton

Head of Investor Governance

Dawn is a senior consultant to The Wisdom Council and leads our work on investor and fund governance – challenging the industry to ‘think customer…

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Stella Creasey

Client Director

With over 25 years’ experience in senior roles leading client experience, research and insight across wealth and asset management, media and telecommunications…

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Michael Fisher

Head of Data Science

Working in customer analytics for over 20 years, both client side and agency, Michael has worked with the likes of ITV and Nissan. He is an expert in creating data solutions that…

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Ed Hicks

Senior Advisor, Business Development​

Ed works with The Wisdom Council as a consultant, after serving the Wealth & Investment Management and Private Banking sectors for 15 years…

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Martha Webb

Associate Director

Martha has been with The Wisdom Council for nine years as a research and client manager across our investment and wealth management clients…

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Elizabeth Farley

Associate Director

Elizabeth is a Client Manager at The Wisdom Council and, as a communications and marketing professional, she brings extensive experience…

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Alessandra Lambides

Associate Director

Alessandra brings to The Wisdom Council nearly a decade of research and consulting experience. Having started her career…

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Nilza Anibal

Technology & Platforms Manager

Nilza has been with The Wisdom Council for nine years – working across our investment and wealth management client projects, ensuring that the platforms support…

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Carol Huang

Research Manager

Carol has 7 years of experience in market research and consumer insight with a strong background in the automotive and consumer goods sectors in the APAC region….

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Image of Research Executive Royona Ghosh

Royona Ghosh

Assistant Client Manager

Royona started with The Wisdom Council after working for a private equity-focused executive search firm. She holds a First-Class French and Spanish degree from King’s College London….

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Fahmida Yasmin

Research Executive

Fahmida joins The Wisdom Council following the completion of her undergraduate degree in Sociology with quantative research…

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Jamie Keith

Research Executive

Jamie completed his undergraduate degree in Economics and Finance, at the University of Bristol and then joined the Wisdom Council…

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Paula Foreman

Executive Assistant

Paula is Executive Assistant to The Wisdom Council team – as well as grappling with the daily challenge of diary management, Paula…

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Douglas Pointing

Qualitative Researcher

Douglas is a consultant in consumer insights with experience in market research and a particular interest in financial services…

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Rebecca Ironside

Senior Qualitative Research Consultant

Rebecca has worked in qualitative research for over 25 years, both agency and client side, and was previously Head of Qualitative…

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Bruce Weatherill

Chair

Bruce is a globally-recognised guru of the Wealth Management industry. A former global leader of PwC’s Private Banking and Wealth Management practice, he has over 40 years’ experience of providing a range of audit and consulting services to global financial service companies.

Bruce is CEO of Weatherill Consulting, non-executive chair of The Wisdom Council, Ten Lifestyle Group Plc and ClearView Financial Media (WealthBriefing). He is also a non-executive director of ComPeer and JDX Consulting. He is a judge on various Wealth Management awards and chair/speaker at Wealth Management conferences around the world.

Anna Lane

CEO

As the founder and CEO of The Wisdom Council, Anna has played a pivotal role in fostering fairness and accessibility within financial services. She is adept at driving consumer engagement while proficiently navigating regulatory complexities, marking her as a distinguished figure in the industry. In her volunteer role as President and CEO of Women in Banking and Finance, a UK-based social enterprise, Anna has guided the organisation to double its size. Her expertise is recognised through her judging roles at the PAM and SFE Awards, and her advisory position with the Female Lead.

Anna’s work on the MaPS UK Strategy for Financial Wellbeing underscores her commitment to societal impact, gender equality, and financial inclusion.

Alison Malton

Director

Alison is a strategist and brings more than 20 years’ practical experience in wealth management. She is an expert in getting things done, a skill honed from working for leading players across the industry including private banks, asset managers, IFAs, platforms and insurance companies.

She has held chief operating officer roles for the private banking businesses of Barclays and Schroders. She has brought her experience to roles as an independent consultant and as a director of a number of small and rapidly expanding businesses, including a three-year tenure as managing director of Compeer, and six years building an independent financial planning business, now integrated into Stonehage Fleming. 

Dawn Houghton

Head of Investor Governance

Dawn is a senior consultant  and leads our work on investor and fund governance – challenging the industry to ‘think customer’ in the design, delivery and marketing of investment and long-term savings products.

With over 30 years’ experience in asset management, Dawn has hands on experience of the commercial and regulatory challenges facing the industry as well as deep investment industry expertise.

Dawn brings all of this to bear whether driving B2B research projects with professional investors, talking to end investors or leading on our work with the Investment Association, including delivering training on their behalf.

Stella Creasey

Client Director

With over 25 years’ experience in senior roles leading client experience, research and insight across wealth and asset management, media and telecommunications, Stella has a successful track record of helping businesses accelerate their growth through client centric insight and transformation. At Fidelity International Stella led the global Voice of the Client program and the Client Experience transformation strategy. Previously, Stella held senior roles at BBC Studios where she was SVP of Research and Insight globally for the commercial arm of the BBC, and prior to that Head of Television and New Media Audience Research at the BBC.

Michael Fisher

Head of Data Science

Working in customer analytics for over 20 years, both client side and agency, Michael has worked with the likes of ITV and Nissan. He is an expert in creating data solutions that enable businesses to have access to customer insight for everyday tasks. He developed and leads on the LiFE database, which The Wisdom Council has used to map our proprietary segments to. Michael understands well how financial data fits within a world of other data points.

Ed Hicks

Senior Advisor, Business Development

Ed joins The Wisdom Council as a consultant, after serving the Wealth & Investment Management and Private Banking sectors for 15 years – mainly advising and selling PAM Insight’s products and services. Having run PAM for 10 years and judging alongside Anna, it was a natural fit for Ed to work with us, representing us and selling our services to those across the Wealth & Asset Management and Banking sectors.

Ed also spent 17 years at the Institute of Directors, helping many small UK businesses, and culminating in running the Institute of Director’s publishing division and serving as the organisation’s Commercial Director. 

Martha Webb

Associate Director

Martha has been with The Wisdom Council for more than nine years and works primarily with our wealth management clients. She plays a key role in managing our Client Communities.

Working alongside our investment specialists, she combines her ability to think both analytically and creatively to ensure we deliver high-quality and innovative solutions for our clients. Since 2019 she has also helped build and manage the Yes She Can initiative.

She is passionate about making financial services more accessible to everyone and is particularly interested in helping the industry engage more women with pensions and investments.

Elizabeth Farley

Associate Director

Elizabeth is key in delivering our Governance projects at The Wisdom Council. As a communications and marketing professional, she brings extensive experience from banking, risk management and start-up projects. She began her banking career in Switzerland and moved into regulatory risk management and communications roles, working internationally for UBS Wealth Management and Standard Chartered Bank, Singapore.  

Elizabeth also has worked for several start-ups where she conceived and directed marketing campaigns focused on customer engagement and acquisition. She is passionate about combining human and data driven insights. 

Alessandra Lambides

Associate Director

Alessandra brings to The Wisdom Council nearly a decade of research and consulting experience. Having started her career with a market research technology startup working closely with the product development and then behavioural science team through to IPO, she remains a passionate advocate for small business.

Alessandra has worked across multiple regions and industries, including consumer finance and sustainable innovations, with a continual focus on user profiling and trying to understand the ‘why’ that drives behaviour. She now works with our wealth management clients, with a particular interest in research initiatives that drive strategy with real-world impact.

Nilza Anibal

Technology & Platforms Manager

Nilza works across our projects for investment and wealth management clients. She supports the maintenance and management of our platforms so that our Client Communities run as they should do.

Working alongside our investment specialists, she uses her creativity to ensure The Wisdom Council delivers high quality and innovative solutions to our clients. 

She is passionate about understanding why consumers are attracted to certain brands and is particularly interested in helping the financial services industry engage more with women and BAME customers.

Carol Huang

Research Manager

Carol has 7 years of experience in market research and consumer insight with a strong background in the automotive and consumer goods sectors in the APAC region. She is skilled in both quantitative and qualitative research, spanning various product life cycles. Her expertise includes consumer behaviour, market insights, multi-country project management, and communication strategy. Carol has led numerous projects, including NPS studies, segmentation, U&A, pricing and communication strategy.

Carol recently completed an MBA from Imperial College London, focusing on design thinking, market management and consumer experience. Carol aims to introduce innovative ideas and cutting-edge trends to the finance and investment industry, bridging the gap between consumers and industry experts.

Image of Research Executive Royona Ghosh

Royona Ghosh

Assistant Client Manager

Royona started with The Wisdom Council after working for a private equity-focused executive search firm. During her tenure there, she specialised in placing top-tier candidates into consumer goods companies. Royona holds a First-Class French and Spanish degree from King’s College London.

Royona joins our insight team to assist with both qualitative and quantitative research projects for a number of our clients and is particularly interested in sustainable finance and ensuring that financial products and services are more accessible to all. 

Fahmida Yasmin

Research Executive

Fahmida started with us after completing her undergraduate degree in Sociology, with Quantitative Research, at the University of Kent. Fahmida joins our insight team to assist with both qualitative and quantitative research projects with a number of clients.

She also plays a key role in managing The Wise Society, and is responsible for managing activities, engagement and reporting from the community. Fahmida is particularly interested in understanding how ethnicity plays a role in financial service use and how ethnic groups differ in the way they interact with financial products and services.

Jamie Keith

Research Executive

Jamie completed his undergraduate degree in Economics and Finance, at the University of Bristol and then joined the Wisdom Council. Jamie is part of our insight team and assists with both qualitative and quantitative research projects with our roster of clients. Jamie is particularly interested in making finance truly accessible to all.

Paula Foreman

Executive Assistant

Paula is Executive Assistant to The Wisdom Council team – she provides invaluable administrative support and keeps the office ticking.

Having spent more than 20 years as a PA in financial services companies working for both UK and international businesses, Paula has a wealth of industry experience to offer. During her time at Scottish Life Assurance and Scottish Life International Paula supported the UK and International Sales Directors respectively, and also worked for the directors of Alpha Capital Markets.

A passion for swimming has seen Paula cross the channel no less than 3 times!

Douglas Pointing

Qualitative Researcher

Douglas is a consultant in consumer insights with experience in market research and a particular interest in financial services. He has conducted research on behalf of PricewaterhouseCoopers, Ernst & Young, Marsh and Visa. Douglas has worked with The Wisdom Council since 2017, on a wide range of qualitative projects with a focus on helping financial clients better communicate with consumers.

Rebecca Ironside

Senior Qualitative Research Consultant

Rebecca has worked in qualitative research for over 25 years, both agency and client side, and was previously Head of Qualitative Research at Future Thinking. Rebecca is particularly interested in audience analysis, women’s lifestyle, content, brand and comms research, but also works extensively in facilitating client workshops and stakeholder sessions. 

Her work has encompassed everything from bringing audiences to life and concept development to ad testing and high level B2B work for brands as diverse as The Week Magazine, British Film Institute, News UK, Coty, Knight Frank, Philips, Unilever and St James Place, among others. 

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