Nombon Consulting

Boutique management consultancy focused on proposition design, delivery, governance and distribution strategy. Expertise includes retail and institutional investment and pension products as well as regulated financial advice. Develop, design and deliver new propositions • Investment funds, especially outcomes-focused • Pension products, including income drawdown • Advice services, including robo-advice and pension transfer advice • Discretionary Fund Management • PRIIPs, MiFID II and UCITS regulation Governance, risk management and systems & controls design • Product governance, especially target market • Investment governance, including fund/manager selection, oversight and ‘assessment of value’ • Policy and business standard design • Treating Customers Fairly, MI and controls • Risk assessments and mitigation plan design Distribution strategy, customer journey, advice & sales tool design • Strategy design to meet target intermediary and customer channels • Customer journey (UX/UI) for advised and non-advised customers • Design & delivery of regulated advice systems and sales tools (including platform functionality Please contact Brandon Horwitz for more information: https://www.linkedin.com/in/brandon-horwitz-2283446b/ Cover photo by rawpixel on Unsplash