Headquartered in London, we serve clients in key financial centres including; London, Dublin, Frankfurt, NYC, 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.
Asset Management, Fund Administration, Loan Administration, Wealth Management
ESG, Regulation & Compliance, RegTech
Fintech, WealthTech, Edtech, Cyber, Data, Retailtech
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 seminars and conferences 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.
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 our clients need
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.
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).
Visit our events portal for access to our webinars, seminars, conferences and online training. The majority of these events are free to attend, but may be invitation-only. For information on attendance, sponsorship/speaking opportunities, or to commission an event, please contact us.
The Berkeley Suite, 35 Berkeley Square, London W1J5BF