Finance & Treasury Advisory

From the CFO's office to the trading floor.

Overview

Finance & Treasury Advisory

Supporting CFOs and Treasurers across UK and GCC institutions on balance sheet optimisation, financial reporting transformation, and treasury operating model design.

Our work is delivered exclusively by senior practitioners with prior experience inside institutions of the standard we serve - so the recommendations are pressure-tested before they reach your boardroom.

Capabilities

What we do.

Capital structure optimisation

Balance sheet review, capital instrument design, and optimisation under Basel rules.

Liquidity & ALM

Liquidity risk management, transfer pricing, and ALM framework design.

Financial planning & analysis

FP&A operating model, planning processes, and management reporting redesign.

Treasury operating model

Front-to-back treasury reorganisation, technology selection and risk frameworks.

IFRS 9 & IFRS 17 implementation

End-to-end accounting standard implementation and post-go-live optimisation.

Financial reporting transformation

Close-cycle reduction, controls, and finance technology modernisation.

Our Approach

Diagnose. Design. Deliver.

01 — DIAGNOSE

Frame the right question.

Senior interviews, primary analysis and rapid hypothesis testing - to make sure the work that follows answers something that genuinely matters to the institution.

02 — DESIGN

Build a defensible answer.

Recommendations grounded in the realities of the institution and the regulatory environment - tested with the people who will need to implement them.

03 — DELIVER

See it through.

Hands-on support during execution: governance, regulator dialogue, programme delivery, and measurement of the outcomes the work was designed to achieve.

Related Services

Often paired with.

Discuss a Finance engagement.

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