Agile change and transformation solutions

We have a team of experienced professionals with extensive subject matter expertise and a deep understanding of your business needs.

We specialise in the following areas:

Organisations are faced with consistent threats to Regulation, Risk and Resilience frameworks and day to day business operations. Our SME capability focuses on immediate needs and sustainable solutions through guidance on technology, training, and cultural
change. 

Digital Technology Transformation
is at the forefront of every organisation’s enterprise-level strategy. We enable our clients to
unlock future state potential,
increase in-house and customer
value.

Operations is the heart of any
organisation, with dependencies for all business lines and
functions. Our solutions are built around agile principles, which ensure minimal disruption through delivery, with clear outcomes that benefit our client

We support our client portfolio in optimising or transforming how they define, align, organise and evaluate their business capabilities.  This service applies across multiple business contexts and scales; from due diligence and design support around deals, to operating model redesign in a changing market, to reimagining inter-departmental collaboration or restructuring a transformation programme.

A results-focused delivery programme to fit your organisation

Our tailor-made change consulting solution is designed to meet your unique organisational needs. .

Project-Based Services

Managed Service Delivery

Advisory

Leadership Development & Coaching

Recent Client Engagements

Operating/Functional Review​

Conducted several functional reviews for a global asset manager. This process involved gap analysis, review, and recommendations for implementation to establish a best-in-class operating model within the group and better support future growth strategy.

Due Diligence Exercise​

Due diligence assessment of key executives and teams at an asset management firm, in preparation for a potential acquisition by our client.  Followed by evaluations of risk and compliance, as well as technology due diligence.​

Research Platform Assessment and Implementation​

We have been engaged to conduct an impact assessment and implement a new Research Management System for a Leading Asset Manager, intended for use by Public and Private Investment teams worldwide. We are leading the assessment and supporting the delivery of this program.

Regulatory Remediation

We have worked on regulatory initiatives for Asset Management clients, focusing on advisory services and project delivery for Consumer Duty, EMIR, MiFID II, and others across jurisdictions such as FCA, PRA, FED, ECB, and FINMA.

Client Platform Redesign and Build

We established a top-tier Transformation Office to enhance portfolio management and drive the technology program. This involved designing the program management layer to oversee Product Fleets, Engineering, and Architecture while engaging with senior stakeholders.

3rd Party Risk Strategy and Design

Our client were de-merging to become an independent FTSE-100 Co. with the requirement to deliver an integrated approach to outsourcing and third-party risk management to replace the patchwork arrangements that existed in the firm and to meet the requirements of the PRA’s Supervisory Statement S2/21.

Our Case Studies

Our Change Consulting Specialists

Helen Tudor

Managing Director & Member of the Senior Advisory Board

Adriaan Hugo

Adriaan Hugo

Managing Director

Toby Calder

Head of Delivery and Resource Management

Brian Long

Engagement Director

Our Advisory Network

Richard Yolland

Digital Assets Advisor

yaz

Yaz Mustafa

Risk Analytics Lead

jason fernandes

Jason Fernandes

Regulatory Advisory Lead

marcus hopper

Marcus Hopper

Technology Advisory Lead

richard mcarthy

Richard McCarthy

Advisory Lead

Frances Wright

Frances Wright

Group Head of Marketing

Charles Matthee

Regulatory Advisory Lead

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