About us

We are the Wisdom Council – we deliver consumer insight to the financial services sector.

Established in 2013, we work right across the financial services value chain, embedding the voice of your customer, whether that’s an end consumer, IFA or an institutional investor.

We believe everyone should have the opportunity to a secure financial future and strive towards a financial services sector that works for all.

The work we do drives towards a sustainable finance industry, in which previously underserved customers understand how long-term savings and investments can help them.

Putting customers at the heart of what you do

For more than a decade, we have been industry pioneers in putting customers at the heart of decision making, driving improved governance and commercial impact. Our proprietary research has been a catalyst for targeting hard-to-reach audiences with financial products they know little or nothing about.

Our own research community, The Wise Society, is a 1,500-member strong forum. We panel the community on a weekly basis, taking their pulse on the latest issues facing consumers. As well as our communities we’re constantly finding new approaches and technologies to add to our understanding of human behaviour.

Bringing the industry together

Collaboration is at the core of all we do – bringing the industry together to learn from each other; providing thought leadership through our participation on industry boards, gender networks and judging panels. We are trusted by the FCA and the Investment Association to bring the voice of the customer to the decision-making table. Cross industry collaboration is key in the way we engage the industry’s consumers – be that institutional investors or retail customers.

Meet our team

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 Hyams

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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MEET THE TEAM

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.

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