How we partner with our clients

Distinguishing between market and operational risks is essential. Companies must take a proactive approach to managing operational risks, mitigating cyber threats, and adapting to financial and regulatory reforms. Our team helps organizations analyze cost structures, strengthen controls, safeguard information assets, streamline processes, and identify pain points to better manage complex financial transactions. We also provide transparency and interpret regulatory requirements to enhance compliance and reporting.

When clients have already identified the individuals they wish to hire, we offer a customized payroll solution designed to simplify and streamline the process. Because no recruiting or search fees apply, we charge only a minimal markup over the actual statutory costs per employee. In addition, we manage the full scope of payroll processing and recordkeeping, while also providing complete indemnity and insurance coverage. This approach enables clients to efficiently bring talent on board without engaging non-preferred vendors, while at the same time keeping hiring costs to an absolute minimum. The result is a cost-effective, compliant, and seamless payroll solution tailored to each client’s needs.

In today’s competitive financial industry, projects are constantly re-prioritized and closely examined for opportunities to improve efficiency and reduce costs. Success depends on securing project and program managers with the expertise to deliver results under these conditions. We provide professionals who combine deep industry and product knowledge with practical insight across functions such as communications, IT, and governance. Our team brings broad, cross-functional experience, enabling them to see the bigger picture, quickly analyze client data, and manage deliverables with precision—ensuring outcomes are achieved on time and within budget.

We assist organizations with strategic and interim solutions that reduce costs and improve efficiency across a wide range of corporate services, including functional allocation, procurement, headcount management, and other administrative functions. Our recommendations emphasize transparency and accountability, enabling companies to strengthen oversight and enhance governance. In an environment of heightened regulatory scrutiny, shareholder expectations, and increasing risk management demands, we deliver the expertise needed to support critical decision-making. Drawing on decades of real-world experience, proven processes, and innovative thinking, we help clients manage cost-sensitive initiatives with confidence and precision.

We offer accounting services and industry expertise to help organizations identify risks and optimize performance in today’s dynamic environment. Our team provides support across a range of functions, including:

Account reconciliations and issue resolution

Month-end accounting and profit & loss generation

Flash profit and loss reporting

Operational audit reviews

Product controller functions

Middle- and back-office trade processing

We support and manage the full implementation of new valuation and trading systems, while also providing experienced resources for specific project phases. Our services include:

Project planning and execution

Implementation of proprietary or vendor-based systems

Reconciliation of valuations between legacy and new systems

Migration of reference, static, and trade data

User acceptance testing and training

Valuation analysis of trade and algorithmic differences