Since 2007 the Financial Services team has supported a range of clients across Investment & Retail Banking, Cards & Payments, Wealth & Asset Management and Insurance. As the sector evolves we have been increasingly engaged in helping Challenger Banks and FinTechs source the best talent.

We typically support our clients on mandates to hire Heads of Strategy, Heads of Internal Consulting, Heads of Transformation, COOs, Chiefs of Staff and Operational / Commercial Senior level roles in operating units of organisations.

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Our independent consulting business gives our clients flexibility when a permanent hire is not required. Since 2014 we have supported the full range of Financial Services businesses in London, Madrid, Paris, Frankfurt, Geneva and Stockholm. These projects aim to achieve a clear set of deliverables agreed between us and the client and generally range from a week to six months in duration.

Typical projects would involve five-year strategic planning, digital transformation, go-to-market strategy, new market/competitor assessments, program management office, Fintech implementation and organisational re-design.

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Trusted for the quality & depth of our experience

We operate a dual function and sector focus. This, combined with the deep expertise of our team of former Tier-1 strategy consultants and corporate leaders working alongside experienced head-hunters, gives us a clear and distinct advantage in understanding the needs of the clients we serve.

        • Strong track record delivering executive-level searches

                • With the capability to support team moves and builds

        • A curated network of 5,000+ independent consultants

        • ​Every project scoped and supported from start to finish

Recent Mandates

Recent Projects

UK Based Retail Bank - Director of Strategy - Europe

Global Investment Bank - Vice President - Internal Consulting - New York

Global Insurer - Strategy and Innovation Manager - Hong Kong

APAC Based Payments FinTech - Chief Risk Officer - Myanmar

Global Commercial Bank - Vice President - Internal Strategy - New York

Speciality Insurer - Head of Strategy and M&A - Europe

US Investment Bank - VP, FinTech and Investments Strategy - Europe

Global FinTech - Managing Director - Technology Advisory - London

Global Commercial Bank - Transformation - Target operating model redesign for Benelux region - Amsterdam

Global Insurer - M&A - Regulatory investment due diligence - London

Major European Financial Institution- Transformation - Data management and monetisation strategy support - France

Wealth Management Business - Strategy - 12 month technology strategy review & implementations - New York

Retail Banking Company- Strategy Implementation - Overseeing a global portfolio of change initiatives - Holland

Global Insurer - Strategy - 6 week strategic refresh  - New York

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Accelerating digitisation and innovation in the ‘new normal’

Tune in to our recent Financial Services panel discussion with experts from Natwest, BCG Digital Ventures & SWIFT

Watch on-demand

Key Contacts

Victoria Montagu

Victoria Montagu

Executive Vice President North America
James Roberts

James Roberts

Director Asia
Kiran Rasoda

Kiran Rasoda

Director EMEA
Callum Small

Callum Small

Director Financial Services Lead
Dickon Cole

Dickon Cole

Managing Principal EMEA
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