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Financial Services and Insurance

Insurers

We assist insurers in enhancing profitability and efficiency through operational frameworks that harness digital capabilities, improve customer loyalty and achieve a competitive edge.

Banking

We help our commercial, private and retail banking clients achieve results today as they forward plan for the years ahead.

Wealth & Asset Management

We help wealth, asset management and private banking institutions in maintaining best in class status through  a wide range of strategic and operational enhancements.

We hold deep expertise across every sector of financial services.  We help you develop clear, effective and implementable road maps, to ensure genuine and sustainable value creation.

Through strategic planning with the Board, to tactical execution down the pyramid, we treat your business as if it were our own.

Our capabilities include:

Full suite of M&A

Including due diligence, integrations and divestitures

  • Due diligence – an analytical, fact-based approach that removes emotional decision making and helps uncover synergies as well as access points for integration.
  • Integration – Our background in corporate governance, allows us to build out an individual methodology for you that allows seamless integration maximising synergies whilst minimising risk and loss of value.
  • Divestitures – Maximise potential returns by using our frameworks to optimise the asset for sale.  Our experience in working with executive teams and boardrooms allows us to tactically execute a carve-out program, whilst structuring the remaining asset for post transaction success.

Operational streamlining & risk mitigation

Our unrivalled expertise in corporate governance help you to have clear decision making processes, enhance risk management and promote accountability at all levels of the organisation.  Implementing best practices and rigid governance frameworks, your business can reduce inefficiencies, mitigate operational risks, and ensure compliance with regulatory standards.

This results in more consistent and efficient operations, fostering an environment where strategic objectives are met with precision and agility, ultimately driving sustainable growth and long-term value creation.

Risk & Regulation

Our approach to risk is more than just “firefighting”.  Our risk management and compliance frameworks identify structural issues and produce frameworks that ultimately enhance our client’s competitiveness by focusing on integrity and resilience through a series of governance frameworks.

Compliance management – a governance data-driven approach allows technology enabled transformations to take place which drive meaningful results whilst placing culture, people and compliance at the centre of operations.

Operational risk management – a series of frameworks that act as guardrails to reduce the possibility of regulatory sanctions and partner with business functions to drive profitability.  Governance models focus on loss-event reporting, risk controlled self assessments and operational risk modelling.

Auto-pilot off governance – a series of governance frameworks that remove ‘autopilot’ risk management, ensuring that your business is on the front foot by a series of fluid checks and balances anchored by the ‘three lines of defence’ model.  Our team not only helps you create the framework, but is with you step by step in the implementation process too.

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