Strategic Financial Consulting
for the Modern Era
Tier-1 institutional expertise — in derivatives operations, structured products, regulatory transformation, and AI adoption — delivered to mid-market financial services firms at a fraction of Big Four pricing.
Our Services
Six specialist service lines, each backed by 20+ years of hands-on experience at Goldman Sachs, Deutsche Bank, and RBS.
Derivatives Operations Transformation
End-to-end transformation of derivatives operations — from trade capture and lifecycle management through to settlement, reporting, and regulatory compliance.
Structured Retail Products
Comprehensive advisory across the structured retail products value chain — from product strategy and design through distribution, servicing, and regulatory compliance.
Regulatory Transformation Programmes
Specialist programme delivery for major regulatory change — MiFID, EMIR, Basel IV, DORA, Consumer Duty, and the EU AI Act. Strategy through implementation.
Cross-Asset Trading Infrastructure
Design and transformation of trading infrastructure across asset classes — front-to-back architecture, connectivity, and operational efficiency.
Operational Due Diligence for M&A
Specialist operational due diligence for private equity firms and strategic acquirers targeting financial services businesses.
Advisory Retainers & Fractional COO
Monthly retainer arrangements providing sustained senior access — a Fractional COO or Senior Adviser function for firms that need ongoing expertise without a full-time hire.
The Eaton Vasey Difference
We operate at the intersection of artificial intelligence and human expertise. AI manages our operations and delivery. Humans are the deliverable. We call this Natural Intelligence — the irreplaceable knowledge and judgement that comes from two decades inside the world's most complex financial institutions.
- Partner-level expertise throughout — the person who pitches is the person who delivers
- 30–40% lower cost than Big Four, with deeper specialist knowledge
- Independent, conflict-free advice with no competing commercial interests
- Strategy through implementation — we don't leave you with a deck and a goodbye
What Our Clients Say
Trusted by mid-tier banks, asset managers, PE firms, and wealth managers across the UK and EMEA.
“We needed tier-1 derivatives operations expertise but couldn't justify Big Four rates. Eaton Vasey delivered partner-level insight from day one — no juniors, no handoffs. The transformation programme was completed three months ahead of schedule.”
Head of Operations
UK Regional Bank
“Mark's regulatory experience is genuinely rare. He didn't just tell us what to do — he'd done it himself at Deutsche Bank and RBS. Our EMIR remediation programme was delivered at a fraction of what we'd budgeted for a Big Four engagement.”
Chief Compliance Officer
Boutique Asset Manager
“The speed of mobilisation was remarkable. Within two weeks of signing we had a senior practitioner embedded in our team, not a graduate with a methodology deck. The operational due diligence on our latest acquisition was thorough, specific, and genuinely informed our investment decision.”
Managing Partner
Financial Services PE Fund
Latest Insights
Practical analysis on regulatory change, AI adoption, and the evolving financial services landscape.
Why Natural Intelligence Beats AI Hype in Financial Services
The financial services sector is saturated with AI claims. Every consultancy and every RegTech vendor has an AI-powered offering. But in regulated finance, the human is still the product — and here's why that matters.
Basel IV Implementation: What Mid-Market Firms Need to Know Now
Basel IV is reshaping capital requirements across the banking sector. For mid-tier institutions without dedicated regulatory change teams, understanding what's coming — and what to prioritise — is critical.
Bootstrapping a Financial Services Consultancy in the Age of AI
Building something real, using bleeding-edge technology, grounded in human experience. The ongoing story of founding Eaton Vasey — what works, what doesn't, and what the economics look like.
Ready to Talk?
Book a 30-minute discovery call — a genuine conversation about your challenges, not a sales pitch. If we can help, we will tell you how. If we cannot, we will tell you that too.