ABOUT
Wealthtack is developed and supported by Credent Partners Ltd, a UK & Swiss registered firm that specializes in development of cloud based applications built on the Salesforce.com platform . Our team are multi-functional, with skills and experience that cover a broad spectrum in business, the financial services industry and cloud technologies. We are a registered Salesforce.com Appexchange Partner.
MANAGEMENT TEAM
Michael Stubbs-Egginton
Partner
Mike has 30 years experience in the financial services industry, in business development , dealing, technology product development and management roles. He is well qualified to drive the development of Wealthtack:
- Understands market data/fintech. Worked for 3 leading fintech companies: Telerate, Reuters and Bloomberg. Launched Bloomberg’s presence in Germany and subsequently 4 years in Asia including the opening and management of their Sydney office
- Understands Risk. Opened an office in Singapore for Algorithmics , a leading risk management software solutions company (now part of IBM Risk Solutions)
- Understands finance. Spent a significant period dealing in exotic structured interest rate products for a Japanese bank.
- An international perspective on the industry, having spent 7 years in Asia ( Singapore, Tokyo, Sydney) , 9 years based in France / Geneva and several years in the City of London
Mike has a degree in Applied Sciences from the UK Defence Academy, an MBA in Finance from Warwick Business School and professional Diplomas from ICMA, the International Capital Markets Association and the Chartered Institute of Marketing, in the UK and is a certified Salesforce Consultant.
Lucien Etzlinger
Partner
Lucien has 20 years experience in the financial services industry, in technology product development and consulting. He is well qualified to lead the platform development of Wealthtack:
- Understands financial services industry. Worked and led various missions for banks and trading companies: Credit Suisse, Addax & Oryx Group, LITASCO, ING Private Bank, KreditBank, Lobnek Wealth Management, Mirante Fund Management, Decisive Wealth, …
- Understands Risk. Developed a risk analysis approach and tools for Basel 2
- Understands technology. Spent a significant period implementing and customising CRM solutions for wealth and asset managers.
- He has developed a solid local perspective on the Swiss financial services market, with 20 years based in Switzerland
Lucien has a degree in Business Administration and a certificate in Management and Information Technology of the University of Geneva. Lucien works also with Professor Alain Wegmann, Head of the Laboratory for Systemic Modelling at Ecole Polytechnic Federal de Lausanne, developing systemic method for aligning IT with business requirements. He is a certified Salesforce Administrator .
