Gilly Green

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Gilly Green

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Gilly Green

Gilly Green has been in the Wealth Management industry for 26 years and has both hands-on, practitioner experience working within Wealth Management firms as well as a wide range of change expertise and knowledge, gained during her time as a management consultant.   Gilly’s knowledge and experience runs from front to back of the wealth business value chain, covering distribution, client servicing, investment management, middle/back office, and custody.

At Knadel, Gilly leads the Wealth Management Practice.  Leveraging her extensive industry experience, she provides advice and best-practice knowledge to senior managers of wealth industry firms who are considering strategic projects.  Gilly also oversees our Wealth projects, supporting assignment teams and supplementing their knowledge and input to client initiatives.

Just prior to joining Knadel, Gilly was Head of Product and Strategy for EMEA Wealth Management at Northern Trust, developing Northern Trust’s proposition for family offices and UHNW boutiques in Europe.  Gilly also spent a year in the Northern Trust Guernsey office, managing the client service team whilst refining the offshore client service model and implementing new processes.

In past roles, Gilly worked as a senior consultant within an investment industry specialist management consulting firm, CSTIM Ltd.; for Coutts & Co private bank; and as a board member of ACT Financial Systems Ltd, a wealth management software firm, where she was working alongside Executives of Misys Group (owners) on business acquisitions. 

Gilly’s key skills and expertise include:

  • Specialist knowledge of the wealth management industry
  • Leadership and management;
  • Strategy and business case development;
  • Acquisitions due diligence and post acquisition mergers;
  • Client service management and improvement;
  • Business operating model design;
  • Outsourcing supplier/partner evaluation;
  • Data privacy;
  • Programme management.

At weekends and on holidays Gilly likes to be outside and is a keen sailor.  Whilst she says she’s slowing down these days she is still an adrenalin addict for a windy race in a dinghy or catamaran.  She also likes to trek and ski, mainly in places where other people don’t like to be.

Get In Touch

+44 (0)20 7489 6362

It's exciting to be in a market where a client can range from a global private bank, to the smallest discretionary manager or a family office. In a diverse and rapidly changing industry, we pride ourselves on deep industry knowledge, imagination and a pragmatic approach to ensure that we are able to provide the right advice to suit our client circumstances, no matter how big or small

Gilly Green

Wealth Manager Business Barometer

Knadel’s in-depth industry survey - wealth management firms are adapting their business operating model to cope with regulatory changes and a need for scale.