Our Services
Six specialist service lines backed by 20+ years of tier-1 institutional experience. Partner-level delivery throughout, at 30–40% lower cost than the Big Four.
Derivatives Operations Transformation
End-to-end transformation of derivatives operations — from trade capture and lifecycle management through to settlement, reporting, and regulatory compliance.
- OTC derivatives lifecycle optimisation
- Trade capture and confirmation automation
- Settlement and collateral management
- Operational risk reduction
Structured Retail Products
Comprehensive advisory across the structured retail products value chain — from product strategy and design through distribution, servicing, and regulatory compliance.
- Product strategy and market positioning
- Structured product design and documentation
- Distribution channel strategy
- Regulatory compliance (FCA, MiFID)
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.
- MiFID II/III implementation and remediation
- EMIR and Dodd-Frank compliance
- Basel IV readiness
- DORA operational resilience
Cross-Asset Trading Infrastructure
Design and transformation of trading infrastructure across asset classes — front-to-back architecture, connectivity, and operational efficiency.
- Front-to-back architecture design
- Trading system selection and integration
- Market connectivity and STP
- Middle office optimisation
Operational Due Diligence for M&A
Specialist operational due diligence for private equity firms and strategic acquirers targeting financial services businesses.
- Pre-acquisition operational assessment
- Technology and infrastructure evaluation
- Regulatory compliance review
- Integration planning and risk identification
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.
- Fractional COO / Senior Adviser (3-5 days/month)
- Strategic advisory (1-2 days/month)
- Regulatory & compliance advisory
- Project oversight & governance
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.