Initial Margin Regulation for the Buy-side

Summary The regulatory requirements for Initial Margin (“IM”) segregation, linked to non-cleared derivatives, came into force in 2016. The phased implementation schedule first affected those most active in the OTC market, followed by a greater and more diverse range of counterparties. Of the five waves scheduled, Waves 1 and 2 are complete, involving mostly sell-side […]

The BPA Collateral Conundrum

“Does the drive to collateralise more bulk annuity transactions lead to suboptimal outcomes for customers, pension trustees and insurers?” Bulk purchase annuity (“BPA”) business has grown significantly in the last 5 years, driven recently by pension reforms enacted in 2014 that had a significant impact on the individual annuity market.  Recent market data shows that […]

Increased collaboration using DevOps

Helped set up environment and eco system for DevOps Value stream approach for alignment with multiple stakeholders. Continuous assistance and coaching in DevOps and Agile culture and practice. Provided directional, advisory, practitioner and change agent role in driving DevOps transformation including organisation change management.

Improved Delivery of Technology Solutions

Established process, roles and tools for program and team level. Executed large scale Agile programs with 1500+ team members distributed across geographies and time zones. Globally piloted Agile engineering practices for high quality delivery at a faster rate. Guided and coached to set up DevOps engineering eco system

Enterprise-wide Agile Deployment

The challenge A leading card issuer in the US wanted to deploy Agile across different LOBs covering 8000+ people. There were only 6 months to establish the framework and embed the methodology. The solution The SDLC life-cycle was re-engineered and an Agile way of working established. Training was delivered to enable the IT leadership and […]

Enterprise-wide Agile Deployment

The challenge The Board of a major European financial institution raised concerns when asked to approve the recovery plan. It concluded that, whilst the plan supported a number of business as usual actions, there were concerns that franchise-changing actions may also be required and that these actions may not be viable in a recovery scenario. […]

Consultancy services for fast paced business

The challenge A leading financial institution needed a tax strategy and road map – looking at technology support and operations across the finance area – to improve workflows. This required the support of a new team and a great deal of organisational changes The solution First, pain points had to be identified by interviewing candidates […]

Global fund data warehouse

The challenge With an IT infrastructure which had been built up over 25 years, the firm had several platforms in siloes to business/product lines and specific to distribution channels. With 9 separate environments maintaining product and asset data, operational overhead in managing and aggregating data gave rise to significant operational overhead and latency in creating […]