We’re a group of people who have joined forces to create what we believe is the best team in the UK for managing transformation programmes and implementing new technology for wealth management businesses.
We are passionate about creating business value through change.
Evotra’s founders met whilst each independently working on the same transformation programme for the same mutual client.
It was a programme comprising multiple data migrations, service propositions, advice models, dealing models and asset custodians – and all against a backdrop of nationwide office rollouts and additional mergers and acquisitions along the way. After working together over a 5 year period on behalf of two different mutual clients, they decided to come together and form Evotra.
Between them, they bring expertise in investment management, financial planning, financial technology, data migrations and management consultancy.
To find out how Evotra can help your organisation, please feel free to contact us directly on the details below or using our contact us page:
SALLY MERRITT
Chief Executive Officer
Email
07790774460
DEPESH PANKHANIA
Chief Operating Officer
Email
07968706147
We have a network of associates with expertise across every project workstream, including highly experienced business analysts, project managers, testers and data migration leads. We also have a team of individuals specialising in Xplan and the Iress Client Portal. So, whether you’re;
