Chris Wharton-Hood

Director - Strategy and Business Transformation @Aviso

Oakville, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Director - Strategy and Business Transformation @Aviso

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Toronto, ON, CA

Leading M&A strategy and business transformation at Aviso Wealth, one of Canada\'s largest independent asset managers with $150B AUM. Identified, negotiated, and closed a strategic partnership that expanded Aviso into the UHNW servicing space — originating the opportunity independently from concept to execution Developed and led a board-approved M&A strategy, evaluating 30+ acquisition and partnership targets across four lines of business Delivered competitive intelligence and market analysis across the full business portfolio, aligning strategic direction with emerging trends Provided deep analysis of Canada\'s Credit Union ecosystem, surfacing new growth initiatives and informing enterprise-wide positioning

EDUCATION

N/A

Newport University

MBA, Strategy

1994 — 1998

Newport University

BBA, Finance

2004 — 2004

GIMT / IoD

Non-Executive director development programme

SKILLS

Change ProgrammesLeadershipEquitiesBusiness TransformationCreditStrategic Financial PlanningBusiness AnalysisStrategyFinancial RiskAsset ManagementBusiness Process ImprovementPortfolio ManagementMergersCompetitive AnalysisExecutive ManagementBudgetsFinanceCash ManagementFinancial ServicesDerivativesFinancial AnalysisRetail BankingCorporate FinanceManagementFinancial MarketsInvestment BankingOperational Risk ManagementLeading ChangePrivate EquityMergers & AcquisitionsRelationship ManagementCredit RiskOutsourcingVenture CapitalInvestmentsBusiness DevelopmentWealth ManagementStrategic PlanningCapital MarketsRestructuring

ABOUT CHRIS WHARTON-HOOD

COO | Strategy & Transformation Leader | Financial Services | Fintech | Global OpsII\'m a senior financial services executive with 25 years of cross-border experience in banking, asset management, pensions, and capital markets — across Canada, the UK, South Africa, Bahrain, Saudi Arabia, Hong Kong, and Singapore. My career spans COO leadership at institutions ranging from a $30B Islamic bank in Saudi Arabia to Canada\'s largest independent asset manager, as well as a decade in investment banking and executive advisory. I\'ve built operations from scratch, led major M&A integrations, restructured institutions through crisis, and developed proprietary trading systems now used by hedge funds worldwide. What I bring to every role: Track record of operational transformation — building, scaling, and turning around complex financial operations Deep M&A capability — from deal origination and due diligence through to full integration leadership Regulatory and governance expertise across multiple jurisdictions including Canada, Bahrain, Saudi Arabia, and the UK Experience advising at board level — from strategy approval to governance design Currently serving as Director, Strategy and Business Transformation at Aviso Wealth ($150B AUM), where I lead M&A strategy and most recently originated and closed a strategic partnership that opened the UHNW servicing segment for the firm. Open to senior leadership conversations — Head of Strategy, Transformation, or Operations roles in financial services. Outside of work, I hold a black belt in Brazilian Jiu-Jitsu and a 1st Dan in Kyokushin Karate — disciplines that have shaped how I approach complexity, pressure, and long-term performance.

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Chris Wharton-Hood — Director - Strategy and Business Transformation at Aviso in Oakville, ON, CA | Unifers