Phundex and Gibson Strategy have announced a strategic alliance to leverage their combined expertise within the global private wealth sector.
The Phundex Management team has helped clients across the financial services sector utilise technology to improve efficiencies, meet regulatory requirements and reduce costs and operational risk. Gibson Strategy has expertise in experience-led research, business development and growth in the private wealth sector.
Heather-Anne Hubbell (pictured), CEO of Phundex said: “We are delighted to be working with Gibson Strategy to scale our strategic business initiatives. Gibson Strategy’s extensive experience working with private clients (high net worth and ultra-high net worth individuals), family offices and private wealth professionals globally provides a pivotal enhancement to our capabilities.
“As part of the Gibson Strategy Research and Education programme, Dr Gibson has interviewed over 1000 individuals who are uniquely placed to provide deep insight into this fascinating market.”
Dr Stuart Gibson, CEO & Founder of Gibson Strategy said: “We’re pleased to be working with a platform like Phundex, supporting their business and client engagement strategy. Phundex is uniquely suited to the global private wealth sector. I am looking forward to working with Heather-Anne and her team”
