Industry
Financial Services
Placement intermediaries, TPAs, asset managers and the service firms that sit around them.
In short
We advise commercial and operating leadership at financial-services firms — placement intermediaries, third-party administrators, asset and wealth managers and their service providers — on growth, operating model and transactions. We are not a regulatory consultancy: prudential compliance, licensing and regulated advice sit with specialists and with the firm's own compliance function.
Scope
What we do in this sector
We do this
- Growth and distribution strategy for placement intermediaries and administrators
- Operating model and service-level design in high-volume administration
- Buy-side and sell-side commercial diligence in the sector
- Governance, cadence and management reporting for owner-led firms
We refer this
- Prudential and conduct compliance advisory
- Licensing applications to any financial regulator
- Regulated investment or regulated advice on cover
- Fund structuring and legal documentation
Services
The pillars that apply
Employee Healthcare Benefits
Design and govern employee medical cover that meets DHA/DOH rules and controls claims.
ServiceMergers & Acquisitions
Buy, sell or integrate across MENA and Europe, with a real 100-day plan.
ServiceBusiness Management
A working operating system for the board: strategy, cadence, owners, numbers.
ServiceFAQ
Frequently asked
Are you regulated?
No, and we do not perform regulated activity. Our work is commercial and operational advisory to firms that are themselves regulated. Anything that requires a licence goes to a licensed party, named in writing at the start of the mandate.
Why does this sector appear at all?
Because our employee benefits pillar puts us opposite placement intermediaries, TPAs and carriers constantly, and we understand how their economics work. That is useful on both sides of the table.
Next step
Book a 30-minute briefing
No deck, no pitch. Bring one decision you are stuck on and we will work it through.