Wealthtime Quanta Group
Providing fractional CTO leadership to steer strategy, outsourcing, and platform delivery at Wealthtime.
When Wealthtime (part of the Quanta Group), a UK-based wealth management platform provider, needed strategic technology leadership during a period of large-scale change, they turned to AheadMG. Acting as Fractional CTO, Paul Noone provides ongoing board-level advisory, technology assurance, and hands-on programme leadership, from contract negotiations through to IT strategy and senior hiring.
Wealthtime is a UK-based investment platform serving financial advisers and their clients with modern wealth management technology and services. Known for its strong adviser relationships and focus on customer experience, Wealthtime has been scaling its platform to support ambitious growth plans.
To deliver on this strategy, the business needed to strengthen its technology leadership. Large-scale implementations were already underway, and a shift towards business process outsourcing (BPO) was emerging across the industry as firms looked to streamline operations and focus on client-facing services. Wealthtime needed a senior technology leader who could provide both strategic direction at board level and hands-on delivery oversight across multiple programmes.
The Problem
The business faced several critical challenges at the same time:
- Major programmes in motion: Ongoing implementations required clear technology direction and strong governance.
- BPO transition: Wealthtime planned to outsource key processes to Wipro, requiring technology assurance and careful planning to ensure a smooth transfer of staff and systems.
- Complex contract negotiations: The board needed expert support with Master Service Agreements (MSAs) and vendor arrangements to safeguard long-term value.
This combination of strategic decisions and operational pressures created an urgent need for experienced, interim technology leadership, a role that AheadMG was engaged to fill.
Project Snapshot
Company
Wealthtime
Headquarters
Salisbury, United Kingdom
Industry
Wealth Management & Investment Platforms
Project duration
Ongoing
Services provided
Fractional CTO advisory, IT strategy development, programme assurance, contract negotiations, senior hiring support
Core tools used
Wealthtime’s proprietary platform, outsourced BPO provider systems (Wipro)
Key results
- Board-level technology leadership provided during major transformations
- Successful negotiation of Master Service Agreements (MSAs) with outsourcing partners
- IT strategy developed for the newly formed Quanta Group
- Technology assurance provided for business process outsourcing transition
- Ongoing support with senior IT leadership recruitment
Our Solution
Wealthtime engaged AheadMG’s Paul Noone as Fractional CTO, providing immediate, high-impact leadership across critical initiatives. His remit includes:
- Advising the board on technology strategy, platform requirements, and development priorities
- Supporting contract negotiations, including MSA terms with Wipro
- Providing technology assurance during the BPO transition to ensure smooth transfer of staff, systems, and processes
- Developing a long-term IT strategy for the newly formed Quanta Group, which now oversees multiple platforms under Wipro’s management
- Leading recruitment of permanent senior technology leaders, including a Group IT Director
A true Fractional CTO role, Paul augments Wealthtime’s capabilities and expertise, backed by our broader team of experts at AheadMG
The impact
AheadMG’s fractional CTO support gives Wealthtime strategic clarity, technical assurance, and delivery capability during a period of significant change. By bridging board-level advisory with hands-on leadership, AheadMG ensures Wealthtime, and later Quanta Group, are positioned for scalable, sustainable success.
Results delivered:
- Board supported with expert technology and contract negotiation advice
- Successful BPO transition with no material blockers
- IT strategy established for the wider Quanta Group
- Ongoing recruitment of permanent senior IT leaders
- Greater confidence in Wealthtime’s platform and transformation roadmap
”We’re excited to team up with AheadMG as we set out to transform our platform. They’ll help us deliver a next-generation adviser platform that realises our ambition to be a major player in the platform market.
Patrick MillGroup CEO, Quanta Group
Looking for expert technology guidance at board level?
If you need strategic technology expertise without committing to a full-time hire, AheadMG provides experienced fractional CTO and programme leadership to guide your business through complex change.
