Johan Fritz
Private Wealth Business Partner | Financial Services Operations
Accomplished financial services professional with 13+ years of experience building and scaling operations. Proven expertise in business partnership, process improvement, and operational excellence within private wealth environments. Transitioning from client-facing adviser to operational business partner, leveraging entrepreneurial background and strategic thinking.
Core Competencies
Key areas of expertise that drive operational excellence and business growth
Business Operations & Process Improvement
Stakeholder Management & Collaboration
Business Planning & Strategic Initiatives
Private Wealth & Financial Services
Operational Scaling & Systems Thinking
Compliance & Governance
Key Achievements
Notable accomplishments demonstrating operational leadership and business impact
Business Founder & Entrepreneur
Successfully built and grew Leapway Financial Consultants from startup to successful exit, demonstrating strong entrepreneurial and operational leadership capabilities.
Process Improvement & Scaling
Implemented comprehensive process improvements that increased team productivity by 40%, whilst maintaining rigorous compliance standards and enhancing operational efficiency.
Merger & Acquisition Expertise
Led and completed 6 merger and acquisition transactions, demonstrating strong negotiation, due diligence, and integration skills in complex business environments.
Strategic Business Exit
Engineered the successful sale and seamless transition of Leapway Financial Consultants to Lifetime Group, unlocking significant value and providing platform for continued growth.
Years Experience
M&A Transactions
Team Productivity Increase
National Rankings