The driver for AdviceBridge’s formation was when co-founder Sheetal wanted to review his own personal finances, checking what level of income he would receive in retirement and what that meant for him now in regards to saving and spending.
Having spoken with a range of financial advisory firms, none were able to indicate this, without full in-depth analysis, nor provide a single figure showing what he or any other client could afford on a monthly basis – which applied to everyone irrespective of the size or complexity of their finances.
Building off this the platform was developed much more extensively, for advisers to overcome the inefficiencies they face today, helping improve their profitability specifically in regards mass market clients.
Sheetal Dhanuka – CEO & Co-Founder
Sheetal believes that advisers and their customers should have the ability to experience finance in a much more simplified way and his aim is to “make financial products disappear” and in doing so make AdviceBridge the go-to company for advisers looking to streamline their advice journey allowing them to focus on spending meaningful time with their clients.
Sheetal spent 15 years at Goldman Sachs, serving as a managing director in the securities division where he was head of the principal equities trading businesses across EMEA. Sheetal has a BA in Mathematics from St John’s College, Cambridge.
Tom Nielsen – CTO & Co-Founder
Tom enjoys being part of AdviceBridge’s drive in supporting financial advisor’s business growth by significantly reducing the time it takes to process and review a client’s finances through to producing a proposal and implementing the strategy.
Tom is a data scientist, building predictive analytics-based products, specialising in preference learning, complex systems simulation and decision support under uncertainty using Bayesian and deep learning methods and probabilistic programming. He has a background as an experimental and computational neuroscientist. Tom obtained his BA in Natural Sciences from St John’s College, Cambridge; PhD in Neuroscience from University College London and worked as a Research Associate at Harvard Medical School.
Bruce Ely-Johnston – CCO
Bruce is leading the commercial function at AdviceBridge and is excited by the opportunity that they bring to the financial advice market in improving efficiency, reducing costs and increasing client engagement, having seen the benefit of implementing technology in wealth management and financial advisory businesses he has previously been involved with.
With over 20 years in the financial services industry, Bruce has held multiple board director positions at a number of institutions including Sanlam Private Investments and Thomas Miller Investments having started his career at Rothschild Asset Management.
He obtained his BEng (Hons) DIS in Civil Engineering from Loughborough University.
Harj Bhamra – NED & Co-Founder
Harjoat Bhamra is Associate Professor of Finance at Imperial College Business School, London. Previously, he was Associate Professor of Finance at the Sauder School of Business at the University of British Columbia, Vancouver, Canada. He is an Associate Editor for Management Science. He obtained his PhD in Finance from the London Business School and has an MMath and MA in Mathematics from St John’s College, Cambridge.
James Hoare – NED
James has 20 years experience in the finance sector, principally in the areas of Investment and Risk Management. Most recently as Head of Investment Management at C. Hoare & Co. Prior to joining C. Hoare & Co James headed up the Quantitative Strategies Group in Prime Brokerage at Goldman Sachs and was also head of the Market and Credit Risk team at Barclays Capital prior to that. He studied Mechanical Engineering at the University of Nottingham and has a Masters in Finance from Imperial College, London.