CLIENT STORIES

How We Have Helped Clients

Every firm starts in a different place, but the questions are often similar: what does good look like, are we compliant does what we have scale? Here are a few examples of how we’ve helped clients answer those questions and move forward with confidence.

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  • ICARA and Wind Down Planning

    Our client was a financial services company that offers several wholesale services across multiple asset classes, including Energy and Commodities.

  • Client Money Variation of Permission


    Our client was a financial services company that offers wholesale broking services.

  • Front Office Risk and Control Self-Assessment


    Our client was a global interdealer broker.

  • Information Risk Management


    Our client was a private equity owned FCA authorised fintech that employed c. 500 people.

  • Regulatory Change Programme for Operational Resilience


    Our client was a global interdealer broker that employed c. 10,000 people.

  • Risk Taxonomy


    Our client was a UK-based firm that develops and manufactures point of care medical diagnostic platforms employing c. 1200 people globally.

  • Financial Fraud Risk Assessment


    Our client was a UK PLC FX trading firm providing high touch FX services to clients.

  • Business Process Modelling


    Our client was a global interdealer broker that employed c. 10,000 people.

  • Support with FCA Registration


    Our client was a financial services company that specialises in providing liquidity for the cryptocurrency markets.

  • CPD Accredited Training


    Our client was a global energy and commodities firm providing services to enterprise-level, multinational and nation-state customers.

  • Wind Down Plan with Gap Analysis


    Our client was a provider of mortgage underwriting, mortgage servicing operations and risk, investment, capital markets and other support and management services to the wider Group and third parties employing c.600 people globally.

  • Market Abuse Risk Assessment


    Our client was a global broker group that employed c. 200 people.

  • Operating Model for Operational Resilience


    Our client was a global interdealer broker.

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Ready to talk about a specific challenge?

Please get in touch with us if you would like to discuss anything. We are more than happy to have an informal chat about your requirements and answer any questions you may have.

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