Skip to content

Portfolio of work

Financial Services

Business Turnaround 

Led profitability reviews and formulation of transformation plans for underperforming businesses.

Delivered balanced and coordinated turnaround strategies focused on a sustainable improvement in financial performance.

Institutional Asset Servicing

M&A Pre & Post Deal

Provided deal support through MOU and SPA stages.

Led Day 1 readiness workstream to ensure an orderly separation of the acquired and incumbent businesses.

Lead post-deal first 100-day hyper care project phase.

Global Bank

CFO Advisory

Partnered with CFO leadership of a Global Bank to review all aspects of the Finance function, reimaging the Target Operating Model, Technology & Data and Skills for a new age Finance team and capability.

Supported CFO with implementation.

Private Banking


Led strategy review and update, implementing ongoing enhancements to the underlying research capabilities, shaping and articulation of Strategy, as well as  engagement of key stakeholders. 

Hosted offsite Strategic Planning Day with executive team. 

Trust Business

Efficiency & Productivity

In depth analysis and transparency of the full cost base.

Illustration of costs relative to cost drivers.

Advice and options on near term cost savings.

Future state P&L model after execution of cost savings with Capital and Goodwill impairment impact.

Real Estate

Senior Loan Refinancing

Partner CEO to source, appraise, and negotiate senior loan and mezzanine finance options.

Including, financial modelling, scenario analysis and hedging strategy.

Real Estate Advisory

M&A Integration

Engaged by UK CEO and CFO of the acquiree to support the integration of a similar sized business.

Primary focus: 

CFO function integration, coordinate, and track delivery of synergies.

Wealth Management

M&A Deal Appraisal and Due Diligence

Transaction advisory support in relation to the financial evaluation of proposed acquisition targets and due diligence.

Private Bank

Pricing & Margin Management

Analysis of the client deposit book, with associated volumes and Interest Income.

Research and analysis of competitor pricing.

Modelling relationship pricing options.

Pensions Solution Business

Revenue Management

Current state analysis of client book followed by financial modelling of revenue uplift scenarios

Analysis and evaluation of results, providing insight and advice on course of action.

Implementation plan for execution.

Credit Business

Revenue transparency

Breakdown of costs associated with lending in relation to treasury department costs, liquidity and margins.

Increased departmental transparency

Facilitated the ROI calculation per product

Wealth Management

Client Profitability

Analysis of full range of products by client.

Created a driver-based approach incorporating client risk metrics for cost allocation.

Modelled profitability by allocating fully loaded costs by product and client revenue.

Wealth Management

Data platform design

Explored all IT systems utilized by the various businesses and functions and funneled data into an analytics system.

Built a data repository combing product features and sensitivities with the P&L.

Investment Management

Revenue Modelling

Analysis of the client investment book with associated basis points to model various pricing methodologies.

Evaluation of different investment offerings and associated pricing.

Investment & Advisory Firm

Acquisition proposal

Created an investment structure, execution roadmap and multi stage strategy in relation to an acquisition in the healthcare space.

Conducted market research and financial modelling to position the proposal to investors.

Fashion Business

Growth Strategy & Restructuring

Financial Advisory related to valuation, growth strategy, financial projections and exit planning.

Business & Financial forecasting related to Cap table, funding usage, working capital requirement, cash flow forecast and business structure.