UK wealth and asset management group modernizing core finance and compliance infrastructure
Aberdeen is a 5,000+ person public wealth and asset management business headquartered in Edinburgh, currently executing a significant infrastructure modernization. The stack reveals a dual-platform strategy: Oracle (Financials, ERP, EPM) handling core finance and compliance, paired with Azure cloud (Data Factory, Logic Apps, Functions) for analytics and workflow automation. Active adoption of Salesforce Marketing Cloud and continued Azure expansion, combined with hiring velocity across finance, engineering, and ops, suggests a multi-year transformation of legacy systems and process inefficiencies that currently constrain platform scalability.
Notable leadership hires: Associate Director, Project Lead, Delivery Lead, Sales Director, Head of ETF Strategy
Aberdeen manages investments and wealth advisory services for retail and institutional clients across the UK and globally. The company serves a range of customer archetypes—from individuals planning retirement to professional advisers managing large portfolios—through direct platforms and advised channels. Core operations span asset management, wealth management, and financial advisory, supported by finance, risk, and compliance functions. Current initiatives include scaling direct and advised wealth platforms, upgrading ERP systems across finance and procurement, modernizing detection and logging infrastructure, and launching new insurance investment solutions for the Americas market.
Primary platforms: Oracle (Financials, ERP, EPM), Snowflake, and Azure cloud services. Data pipelines use dbt, Azure Data Factory, and Ab Initio. Operational tools: Azure DevOps, Jira, GitHub, Salesforce, Bloomberg, Charles River IMS. Actively adopting Salesforce Marketing Cloud.
Oracle ERP modernization (finance, procurement, supply chain), next-generation detection and log management, insurance investment solutions for Americas, wealth platform expansion, ETF strategy development, and network roadmap upgrades.
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