Zy specialises in proposition development and sales management within the investment space. He has worked at HSBC since 2014, holding a variety of front office investment management, change, and group roles. Since 2022 he has led the Private Banking investment journey team; primarily engaged with developing and growing the successful Prism Advisory Total proposition and more recently collaborating with the CIO office to refresh the business’ investment communications and sales management strategy.
Recent Posts
- How AI Is transforming advisor retention strategies in the WealthTech sectorNovember 9, 2024
- How artificial intelligence is transforming wealth managementOctober 18, 2024
- How to attract fast-growth customers in bankingOctober 11, 2024
- How AI Is transforming advisor retention strategies in the WealthTech sector
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