Product. Operations. Distribution.
Transformed.
Strategic and tactical advisory for asset managers, wealth firms, and investment platforms ready to scale.
Strategic and tactical advisory for asset managers, wealth firms, and investment platforms ready to scale.
I'm Terry Yodaiken, founder of POD Capital Consulting. After two decades in senior roles across global asset and wealth management firms, I launched PODCAP to deliver the strategic clarity and operational rigour that investment businesses need to compete.
I work with CEOs, COOs, and Heads of Product who need a trusted advisor—not a slide deck factory. Every engagement is hands-on, commercially grounded, and designed to move the needle.
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Terry Yodaiken
Founder, PODCAP
Most consultants specialise in silos. I connect product, operations, and distribution because that's how investment businesses actually work.
Fund structuring, wrapper selection, pricing strategy, and competitive positioning. From ideation through launch and lifecycle management.
Strategy → Execution
Channel strategy, intermediary engagement, sales enablement, and go-to-market execution. Built around how investors actually buy.
Reach → Revenue
Operating model design, vendor selection, process optimisation, and transformation delivery. Making the back office a competitive advantage.
Complexity → Clarity
You work with me, not a team of analysts. Senior thinking from day one.
Every recommendation ties to revenue, cost, or risk. No theoretical frameworks.
Project-based, retainer, or interim. Structured around what you need.
Operations leaders are under pressure to deploy AI — but in regulated industries, moving fast without governance creates risk debt that compounds. POVIEW.AI is my dedicated practice for AI automation and governance, built specifically for financial services and other regulated sectors.
From workflow automation that delivers ROI in weeks, to comprehensive governance frameworks aligned with EU AI Act and FCA guidelines — we help firms ship AI that's production-ready and audit-proof.
Explore POVIEW.AI →"Terry brought clarity to a product strategy that had stalled for 18 months. Within 90 days we had a roadmap the whole exec team could get behind."
— Head of Product, UK Asset Manager
Answers to common questions about PODCAP, consulting engagements, and the POVIEW.AI practice.
PODCAP works with asset managers, wealth firms, and investment platforms that need product strategy, operational transformation, distribution growth, or AI governance support.
POVIEW.AI is PODCAP’s AI automation and governance practice for regulated industries, focused on production-ready workflows and audit-proof frameworks.
Engagements are designed for impact in weeks, not quarters, with clear deliverables and measurable outcomes.
Use the contact form to share your needs and we will schedule a discovery call to define scope, timelines, and outcomes.
Whether you need a sounding board or a full transformation partner, let's start with a conversation.
Book a CallOr email directly: terry@podcap.co.uk