Our Consultants
Charlotte Hargreaves joined Alden Advisory in 2013 and leads the firm's wealth management industry practice.
Background
Charlotte's engagements consistently return to a single structural issue: wealth managers underinvest in the middle-office functions that make front-office advisors effective, then treat the resulting advisor attrition as a compensation problem rather than what it usually is — a data ownership problem. Advisors who can't get timely, accurate client data from the middle office look worse to clients than their skills warrant, and eventually leave for a firm where that isn't true.
She led the operating model redesign work behind a private bank's front-office restructuring and continues to advise wealth managers on how advisor-facing data infrastructure should be owned and governed.
"Advisors don't leave for money first. They leave because nobody owns the data that makes them look good to clients."
Charlotte Hargreaves — Principal, Wealth ManagementCurrent research
Representative work