As Private Clients Consultancy’s Head of Financial Operations, Angelica Polo is a vital force behind the accurate and efficient processing of commissions, payroll, and essential financial controls. With a meticulous approach and a keen eye for detail, Angelica manages all commission transactions, ensuring wealth managers receive their earnings promptly and accurately. Her role encompasses not only overseeing online banking and payment scheduling but also maintaining rigorous internal financial controls, revenue tracking, and bank reconciliations. Through the CRM system, Angelica prepares detailed financial reports for senior management, providing crucial insights that drive informed decision-making across the company.

With 12 years of industry experience and a background in finance and business administration, Angelica’s expertise is firmly rooted in accuracy, organisation, and adaptability. Her client-centered approach involves understanding each unique inquiry and addressing it with efficiency, contributing to our overall client satisfaction. Although she doesn’t interact directly with clients, Angelica supports the wealth management team by addressing all finance questions swiftly and accurately, building trust and reliability within the team.

Angelica finds great satisfaction in the collaborative, success-driven environment at Private Client Consultancy and embraces the daily challenges that keep her skills sharp. Outside of work, she’s an avid padel player, enjoying the sport with family and friends, and loves weekend adventures with her husband and children, whether hiking, visiting the beach, or discovering new destinations. For a touch of fun, Angelica is also a skilled salsa dancer, a talent she brings with the same enthusiasm she applies to her role here.