Indices and analytics leader growing private assets (Burgiss) and AI-enabled tools
Henry Fernandez
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
27 Watch · 1 signal in the last 30 days; 1 plan not yet started
Their priorities
Henry Fernandez's plan is private assets transparency (Burgiss, a UBS partnership), AI-enabled innovation (2026 investor Q&A), and custom indices and wealth. unverified
Partnership with UBS on private markets data. unverified
Private assets data needs data engineering and client integration. A possible partner for wealth and asset managers.
Plays to raise
Partner-led data integration at asset managersCost & operationsIdentified
Why now: Private assets data needs data engineering and client integration.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Private assets data needs data engineering and client integration. A possible partner for wealth and asset managers.
Plays to raise
Partner-led data integration at asset managersCost & operationsIdentified
Why now: Private assets data needs data engineering and client integration.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
27 Watch · 1 signal in the last 30 days; 1 plan not yet started
Their priorities
Henry Fernandez's plan is private assets transparency (Burgiss, a UBS partnership), AI-enabled innovation (2026 investor Q&A), and custom indices and wealth. unverified
Partnership with UBS on private markets data. unverified
Private assets data needs data engineering and client integration. A possible partner for wealth and asset managers.
Plays to raise
Partner-led data integration at asset managersCost & operationsIdentifiednamed buyer
Why now: Private assets data needs data engineering and client integration.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Asset-based fee sensitivity, ESG backlash and competition.
President of the relevant business
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
27 Watch · 1 signal in the last 30 days; 1 plan not yet started
Their priorities
Henry Fernandez's plan is private assets transparency (Burgiss, a UBS partnership), AI-enabled innovation (2026 investor Q&A), and custom indices and wealth. unverified
Partnership with UBS on private markets data. unverified
Private assets data needs data engineering and client integration. A possible partner for wealth and asset managers.
Plays to raise
Partner-led data integration at asset managersCost & operationsIdentifiednamed buyer
Why now: Private assets data needs data engineering and client integration.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Asset-based fee sensitivity, ESG backlash and competition.
Head of Professional Services
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
27 Watch · 1 signal in the last 30 days; 1 plan not yet started
Their priorities
Henry Fernandez's plan is private assets transparency (Burgiss, a UBS partnership), AI-enabled innovation (2026 investor Q&A), and custom indices and wealth. unverified
Partnership with UBS on private markets data. unverified
Private assets data needs data engineering and client integration. A possible partner for wealth and asset managers.
Plays to raise
Partner-led data integration at asset managersCost & operationsIdentifiednamed buyer
Why now: Private assets data needs data engineering and client integration.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Asset-based fee sensitivity, ESG backlash and competition.
CTO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
27 Watch · 1 signal in the last 30 days; 1 plan not yet started
Their priorities
Henry Fernandez's plan is private assets transparency (Burgiss, a UBS partnership), AI-enabled innovation (2026 investor Q&A), and custom indices and wealth. unverified
Partnership with UBS on private markets data. unverified
Cloud (Google Cloud and Microsoft Azure partnerships). AI insights tools. unverified
Private assets data needs data engineering and client integration. A possible partner for wealth and asset managers.
Plays to raise
Partner-led data integration at asset managersCost & operationsIdentifiednamed buyer
Why now: Private assets data needs data engineering and client integration.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.