Anna Lane


The Wisdom Council

Registered Member

Member since: 31 May 2018


Anna founded The Wisdom Council in 2013 following a number of years running a specialist wealth management marketing consultancy.

The Wisdom Council are consumer engagement specialists, unpicking complexity and delivering investor insight across the value chain. The team at The Wisdom Council have considerable experience of product governance and management, and support financial services businesses by ensuring the client’s voice is embedded in the development of product and service propositions, driving out insight that delivers both regulatory and commercial benefits through the product lifecycle. The Wisdom Council also sit on the FCA’s Fund Objectives Working Group representing the consumer. With clients ranging from wealth and asset managers to retail banks, life and insurance companies, the Wisdom Council run their own affluent, UHNW/HNW and Intermediary communities. They also build and manage bespoke client councils and client advisory boards on behalf of their clients. A core area of expertise is building ‘test and learn’ insight programmes to support new or evolving digital wealth propositions.

Anna’s career spans over 20 years in the City for companies such as JPMorgan Private Bank and Morgan Stanley Investment Management where she was responsible for the development of investment and marketing propositions for private clients, intermediaries and institutions.

Outside the world of finance, Anna sits on the Board of the Young Vic Theatre and chairs the Digital Wealth Manager category at the PAM awards.