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.
Not every firm needs — or can justify — a full-time Chief Operating Officer or senior operational adviser. But every growing financial services firm reaches a point where ad hoc external advice is insufficient, and the operational, regulatory, and strategic decisions being made need consistent senior input.
Eaton Vasey's advisory retainer model provides exactly that: predictable, ongoing access to partner-level financial services expertise without the overhead of a full-time hire. Think of it as a Fractional COO — embedded deeply enough to understand your business, independent enough to provide genuine challenge and perspective.
Retainer arrangements are flexible and designed around your firm's needs. Whether you need strategic advisory support for a few days per month, ongoing regulatory and compliance guidance, or sustained oversight of an internal transformation programme, we structure the engagement to deliver maximum value within your budget.
The retainer model also serves as a natural entry point for firms that want to experience Eaton Vasey's approach before committing to a larger project engagement. Many of our most significant project engagements have started as advisory retainers, where the depth of our understanding of the client's business meant we could design and deliver transformative programmes with minimal ramp-up.
Key Capabilities
- Fractional COO / Senior Adviser (3-5 days/month)
- Strategic advisory (1-2 days/month)
- Regulatory & compliance advisory
- Project oversight & governance
- Board-level operational insight
- Flexible commitment levels
Explore Our Other Services
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.
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.