Headquartered in London, we serve clients in key financial services centres including; London, Dublin, Frankfurt, NYC, Channel Islands, Switzerland and Luxembourg.
We have a deep understanding of Financial Services regulation and the application of technology in financial markets.
We are an experienced, professional team, accustomed to engaging with C-suite and skilled in matching our clients’ propositions to the needs of their target customers.
We have an extensive, established network of contacts which we leverage to our clients’ advantage. We are also adept at identifying & building sustainable relationships with new contacts on behalf of our clients.
We Specialise In
Financial Services
Investment Banking, Asset Management, Wealth Management, Fund Administration, Loan Administration
Legal & Regulatory Services
Risk & Compliance, KYC & AML, Regulation, Legal processing
Technology
Fintech, Regtech, Wealthtech, Cyber, Data, Blockchain, AI
We are members of leading Financial Services industry groups and participate in the proprietary seminars of the Irish Funds Industry, Jersey/Guernsey Finance, ALFI, Luxembourg for Finance, the Chartered Institute of Securities & Investment, the Non Executive Directors Association and the London Financial Services Club.
We host VIP events & seminars for our clients, providing opportunities for networking and knowledge-sharing.
We work in the role of trusted advisors, providing an exclusive, confidential & tailored service and long-term value for our clients’ businesses.
Our approach is collaborative – we align to the strategy, sales & service methodologies and culture of our clients , helping them to make smart location decisions and to build sales growth.
Strategic Business Growth
We take away the uncertainty, we provide solutions, we share the risk and we don’t take on any project unless we feel that we can deliver the outputs that you need.
Business Location Strategy
In our experience, leaders of fast-growth companies, often wonder if they could grow faster and more efficiently with access to resources outside of their existing business locations.
Boardroom Advisors and Independent Non-Executive Director Search
The global financial crisis, subsequent high-profile business failures, coupled with increased regulation have drawn attention to the roles played by Board Advisors and Independent Non-Executive Directors (iNEDs).
Industry Seminars and Webinars
The EU cross-border fund industry faces a number of major challenges at the beginning of the new decade. Decisions made in the near future, in response to these challenges, will likely determine the course for the industry for several years to come.
Get Started Today
To find out how we might help, and for a confidential, no-obligation discussion.