Consulting Services

Transform Your Derivatives and Structured Products Operations with Battle-Tested Expertise

Specialized Financial Services Consulting

Drawing on decades of front-office experience in derivatives and structured products, we provide specialized consulting services that transform how financial institutions approach complex product development, risk management, and client solutions.

Our consulting approach combines deep technical expertise with practical implementation experience, ensuring that our recommendations are not only theoretically sound but also operationally viable and commercially successful.

Consulting Expertise

  • Derivatives Strategy & Implementation
  • Structured Products Development
  • Risk Management Frameworks
  • Trading Operations Optimization
  • Product Governance & Controls
  • Market Making & Pricing

Our Core Consulting Areas

Specialized expertise in derivatives and structured products

Derivatives Strategy & Implementation

End-to-end derivatives capability development including strategy formulation, product selection, infrastructure requirements, and operational implementation for banks and investment firms.

  • Strategic derivatives roadmap development
  • Product and market selection guidance
  • Infrastructure and systems requirements
  • Regulatory compliance frameworks

Structured Products Development

Comprehensive structured products consulting from initial concept through to market launch, including product design, pricing models, risk management, and distribution strategies.

  • Product design and structuring expertise
  • Pricing model development and validation
  • Risk management framework implementation
  • Distribution and marketing strategy

Risk Management & Controls

Advanced risk management consulting for complex derivatives and structured products, including model validation, stress testing, and regulatory capital optimization.

  • Comprehensive risk framework design
  • Model validation and back-testing
  • Stress testing and scenario analysis
  • Regulatory capital optimization

Trading Operations Optimization

Front-office operations consulting to optimize trading workflows, enhance execution capabilities, and improve operational efficiency in derivatives and structured products trading.

  • Trading workflow optimization
  • Execution capability enhancement
  • Technology platform selection
  • Performance measurement frameworks

Proven Industry Experience

Our consulting team brings extensive front-office experience from leading financial institutions, providing practical insights that can only come from hands-on market experience.

Investment Banking

Derivatives trading, structuring, and client solutions at tier-one institutions

Asset Management

Portfolio management, risk oversight, and structured product implementation

Wealth Management

Client advisory, product distribution, and suitability frameworks

Regulatory Compliance

MiFID II, PRIIPs, and derivatives regulation implementation

20+
Years Front-Office Experience
£10B+
Structured Products Managed
50+
Consulting Projects Delivered

How We Deliver Value

Our consulting methodology combines strategic thinking with practical implementation to deliver sustainable business improvements:

  • Deep Dive Analysis - Comprehensive assessment of current capabilities and market opportunities
  • Strategic Roadmap - Clear implementation plan with defined milestones and success metrics
  • Hands-On Implementation - Active support during execution to ensure successful delivery
  • Knowledge Transfer - Comprehensive training and documentation for sustainable capability building
  • Ongoing Support - Continued advisory support to optimize performance and adapt to market changes

Client Benefits

  • Accelerated Time-to-Market - Faster capability development and product launches
  • Risk Mitigation - Proven frameworks and processes to minimize implementation risks
  • Cost Efficiency - Optimized resource allocation and operational efficiency
  • Competitive Advantage - Enhanced capabilities that differentiate in the marketplace
  • Regulatory Confidence - Robust compliance frameworks and controls

Our Consulting Process

A proven methodology for delivering transformational consulting outcomes

1

Discovery & Assessment

Comprehensive analysis of your current capabilities, market position, and strategic objectives to identify opportunities for improvement.

2

Strategy Development

Development of tailored strategic recommendations with detailed implementation roadmaps and clear success metrics.

3

Implementation Planning

Detailed project planning including resource requirements, timeline development, and risk mitigation strategies.

4

Execution Support

Hands-on implementation support including project management, stakeholder coordination, and progress monitoring.

5

Optimization & Transfer

Performance optimization, knowledge transfer, and ongoing support to ensure sustainable capability enhancement.

Ready to Transform Your Derivatives Capabilities?

Whether you're looking to enhance existing capabilities or build new ones from scratch, our specialized consulting team can help you achieve your objectives. Contact us for a confidential discussion about your requirements.