A business development method built on organised client intelligence and strategic relationship building.
The firm
Arcana Strategy Group is a business development consultancy working with wealth management firms across the UK, the United States, Latin America and EMEA.
Three founders, three markets, one discipline. We each built this work inside a business before building it as a firm.
What we care about is depth. The relationships a firm already holds are its most valuable asset, and usually the one with the most room left in it.
Growth structured through clarity and disciplined intelligence.
Who we are
UK
Sofia works at the point where commercial strategy and client relationships meet.
Her experience covers client acquisition, market intelligence and commercial development across the UK and EMEA. She brings analytical judgement and discretion to environments where the two are inseparable.
Master's in Luxury Brand Management, Regent's University London
USA
Bradlee understands the language of sales and the psychology behind it.
With over a decade of experience, he has advised within high jewellery and ultra-high-net-worth environments, cultivating growth through trust, relationship intelligence, and long-term client loyalty.
Across the U.S. and U.K., he has guided sales team engagement strategy, operational retail performance, and client development at scale.
LATAM
Alejandra works where ambition meets structure.
Her work spans business development, market growth, and client strategy across consulting, public, and private sectors — with a track record of translating complex opportunities into measurable commercial results across the U.S. and Latin America.
STEM-designated MBA, Georgetown University.
Data without structure is noise.
Intuition without grounding is a gamble.
Arcana connects the two.