Services

Six services for financial institutions, investment businesses and corporates. Each has a clearly defined scope and a numbered sequence of work, led by a partner.

A hand holding a compass above a mountain ridge
  1. The towers of a European financial district at duskCredit and Counterparty RiskUnderstand borrower, issuer and counterparty exposures through independent assessment and portfolio analysis.6 stepsBanks, specialist lenders, fintech companies, asset managers and corporates with material counterparty exposures.
  2. A dealing room with desks and screens of market dataMarket and Investment RiskAssess how market movements and portfolio structure could affect investment outcomes.6 stepsAsset managers, investment firms, insurers, family investment offices and corporate investment teams.
  3. An analyst pointing at charts on several monitorsIndependent Model ValidationReview whether financial risk models are conceptually sound, correctly implemented and appropriate for their intended use.7 stepsBanks, lenders, fintech companies, asset managers and insurers using quantitative risk models.
  4. A heavy wave breaking on a dark seaStress Testing and Scenario AnalysisExplore how adverse conditions could affect exposures, portfolios and business decisions.7 stepsBanks, insurers, asset managers, corporates and diversified family business groups.
  5. An empty boardroom table with a row of chairsRisk Governance and ReportingBuild clearer responsibilities, stronger oversight and reporting that supports action.6 stepsFinancial institutions, fintech companies, growing corporates and family-owned business groups.
  6. Wind turbines across green hills, seen from the airClimate-Related Financial RiskAssess how climate-related drivers could translate into credit, investment and business exposures.6 stepsBanks, insurers, asset managers and corporates with material sector, geographic or supply-chain exposures.

Cases

  1. Regional banking

    Sector
    Regional bank.
    Challenge
    Management needs a clearer picture of concentration within its corporate lending portfolio.
    Approach
    Review portfolio segmentation, connected exposures, sector sensitivities and existing reporting.
    Result
    A consolidated exposure view and prioritised recommendations for monitoring and escalation.

  2. Asset management

    Sector
    Independent asset manager.
    Challenge
    The investment committee needs to understand which risk factors drive a multi-asset portfolio.
    Approach
    Map exposures, test selected market scenarios and review the interpretation of existing risk measures.
    Result
    A concise committee report connecting portfolio vulnerabilities with oversight decisions.

  3. Fintech lending

    Sector
    Specialist digital lender.
    Challenge
    A credit model requires independent review before wider deployment.
    Approach
    Examine model design, development data, implementation and performance across relevant borrower groups.
    Result
    A validation report identifying limitations, remediation priorities and conditions for further use.