Reports by Isabella Fonseca
November 30, 2017
October 19, 2017
Isabella Fonseca is a senior member on Aite Group’s Wealth Management team. Isabella has over 20 years of experience as an international consultant to companies in North America, Europe, and Latin America. She specializes in the wealth management market, advising banks, brokerages, asset management firms, insurance companies, and technology firms on business, product, and technology strategy. Isabella brings to Aite Group a deep understanding of the financial services marketplace and structure as well as technology solution knowledge in the wealth management industry across regions.
From 2000 to 2016, Isabella headed the wealth management research and consulting practice in the U.S. and Europe for Celent/Oliver Wyman. She played an important role in growing one of the leading wealth management practices in the financial services research industry. She directed and authored over 90 research reports, and topics she covered included financial planning, advisor platforms, client reporting, self-directed technology, digital channels (mobility and social), and customer relationship management, among others. She also managed strategy consulting projects, from proposal creation to project delivery, in the areas of new-market entry, competitive intelligence, technology solution evaluation, product enhancement, and refinement of existing business models for financial institutions and technology providers. Her additional responsibilities included establishing and maintaining client relationships, completing speaking engagements, and expanding Celent’s advisory services in Latin America.
Previously, Isabella worked at Meridien Research-IDC, where she was an analyst in the CRM space and a business development executive for the European sector.
Isabella has been widely quoted in major publications globally, including the Financial Times, American Banker, Wall Street and Technology, Azienda Banca, Bank and Technology News, Waters Technology, Bloomberg, and Dow Jones. She has spoken at industry events in the United States, the U.K., and Europe both as keynote speaker and panelist, including Private Banking and Family Offices Americas, Financial Research Associates, and various client-focused events.
Isabella holds a Bachelor of Science from Babson College in Wellesley, Massachusetts. She is fluent in Italian, English, Spanish, and French. She is also passionate about reading, music, and tennis.