Interim Management & Advisory Services

Outcomes: Sustainable transformation and improved ways of working

  • Provision of interim management, company secretarial and advisory services. Selection of client achievements include:
      • Interim management of trade & transaction reporting global change team (eg. MiFiD II, Brexit, SEC, HKMA, etc.) - assessment of global portfolio for correct scope, resourcing, and budget and establishment of programme milestones and completion tracking
      • Interim management of global review of credit risk-weighted-assets
      • Model development and delivery organisation design review
      • SM&CR ‘reasonable steps’ best practices reviews including artefacts from Board/Board Committees, ExCos, and other key management fora
      • Provision of bespoke training

      • Audit & Risk Committee best practices reviews
      • Academy trust compliance assessments


The Risk Coalition