Asset and Wealth Management Specialists
Shoreline is a management consulting firm providing advice and expertise to the asset and wealth management industry. We provide strategy and implementation services spanning the areas of Product, Operations, IT, and Project Delivery.
We service asset management, wealth management and pension fund clients across Asia Pacific, with offices and consultants in Sydney, Melbourne and Singapore.
Our consultants combine business and IT expertise with extensive industry knowledge and practical experience. We leverage our knowledge base, frameworks, templates and proven methodologies to help us to rapidly deliver client projects with reduced risk.
We are a team of energetic professionals who put our clients first, take accountability for our actions, know what we are talking about, and have the courage to tell it like it is.
Our origins date back to 2009, when Shoreline was originally founded by Directors John DiBiase and Bruce Russell, who have consulted together since 2005 as Principals of a global investment industry consulting firm. Shoreline joined forces with another boutique consulting firm to form Bridge Business Consulting in 2012. John and Bruce were joined by Singapore-based fellow Director, Craig Plane in 2016 while working at Bridge. In 2017 John, Bruce and Craig decided to re-establish Shoreline to provide consulting solutions focused purely on asset and wealth management clients across the Asia Pacific region.
John DiBiase, Managing DirectorJohn has 22 years' experience in the financial services industry developing Business and IT strategies, providing architecture advice, and successfully delivering a range of IT and operational initiatives. Prior to founding Shoreline John was the Technology Principal for a global consulting firm providing strategic operational and technological advice. He has worked as an independent consultant for the majority of his career assisting a range of organizations both in Australia and overseas.
Bruce Russell, DirectorBruce has over 20 years' experience within the Financial Services industry with 11 years' experience as a management consultant. Prior to commencing his management consulting career, Bruce was employed by HSBC Asset Management where he held a variety of roles including Head of Operations, Head of Business Support and Manager, Portfolio Accounting.
Craig Plane, DirectorCraig has 15 years’ experience in the finance industry across Sydney, Hong Kong and Singapore, having previously led Mercer’s Sentinel business across Asia and the Middle East. Craig’s expertise covers Operating Model Design, Operational Due Diligence, Business Process Optimisation, Solution Selection and Sourcing.
Simon Vizor, Associate DirectorSimon is a senior adviser to businesses, a skilled IT Project Manager and an experienced IT Operations Manager with over 15 years’ experience in the industry gained from firms such as IBM and PricewaterhouseCoopers. He has specific expertise in Business Intelligence & Information Management, Project Management, Contract Negotiation & Vendor Management, Service Delivery Management (incl. ITIL), Application & Infrastructure Management, and IT team restructures.
Dale Rowley, Associate DirectorDale has in excess of twenty years’ experience in the investment management, wealth management and superannuation industries across Australia and Singapore. He has extensive experience in developing and business strategy development & implementation, new product & market assessment, product strategy & product development, product management & governance, and marketing strategy development & execution.
Mark Johnson, Associate DirectorMark has 15 years' of international experience (London, Tokyo, Sydney) in complex software design, implementation and delivery. He is formally qualified in architectural methodology (TOGAF), agile development (SCRUM), and various vendor technologies. He holds a postgraduate level finance and an undergraduate degree in Biochemistry and Molecular Biology.
Bianca Brady, Managing ConsultantBianca is a financial services consulting professional focused on business analysis of investment management processes. Her specific areas of competence include business analysis and requirements gathering, front to back office trade life cycle and investments knowledge, Wealth management, project management, and process analysis and restructure. Bianca has worked for a variety of asset managers across APAC and London. She also has 9 years' experience in the Financial Planning industry.
Angelo Calleja, Managing ConsultantAngelo has 10+ years' business and technology experience. He is an experienced project leader comfortable working with business and technology teams across all levels of the organisation. He has a proven ability to drive IT-related performance improvement through cost reduction, organisational restructuring (incl. outsourcing), solution delivery and IT integration. Angelo has led a number of IT Strategy, Enterprise Architecture and Operating Model transformation engagements. Angelo also has deep experience in project delivery using agile and lean practices to develop and launch new digital products for retail clients.
Georgianna Van Nguyen, Managing ConsultantGeorgianna has over 10 years' of experience in superannuation and wealth management, including financial planning, product management and project management. Prior to joining Shoreline, Georgianna was employed by large wealth management firms and superannuation funds such as AXA/AMP, CBA and UniSuper, where she held a number of positions across advice and distribution, operations, product management and project management.
Farhana Dewan, Managing ConsultantFarhana has 12 years' of experience and consults to clients on issues associated with operational risk, risk management, custody and the administration of investment portfolios. Prior to Shoreline, Farhana spent 6 years with Mercer in the Investment business across Asia and the Middle East.
Jackson Siregar, Senior ConsultantJackson is an experienced business and IT analyst with considerable investment management experience, having previously worked for the Government of Singapore Investment Corporation (‘GIC’). He has a good understanding of the end-to-end investment transaction life-cycle, and has solid experience in mapping process flows, including linkages to internal and external vendors.
Sandra Choi, Senior ConsultantSandra is a highly competent and strategic thinking professional specialising in the development, support and implementation of objective oriented change management for organisational, process and system change programs. Sandra has worked as a change manager for the past 5 years. Prior to that, she worked in various HR roles gaining experience and skills directly applicable in her change management activities.
We act as a trusted adviser to a range of leading asset and wealth management organisations across Asia Pacific. Because of our deep industry specialisation, we are able to tailor our expertise to meet the needs of many different types of organisations across the industry value chain.
We have brought our knowledge to bear for the following types of clients:
|Asset Management||From large global asset management firms to boutique investment managers across all functions and asset classes in Australia and throughout Asia|
|Wealth Management||Major investment platforms, large life insurance companies, financial advice/dealer groups and trustee companies in Australia and Singapore|
|Superannuation, Pension, & Sovereign Funds||Sovereign wealth funds, state-owned investment organisations, as well as retail and industry superannuation funds across Australia and New Zealand|