Industry practice

Financial Services

We help banks, insurers and asset managers transform, manage risk and meet regulatory demands, with senior, hands-on Principals.

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About the practice

Banks, insurers and asset managers have to modernise their platforms, meet new regulatory demands and defend margins against new competitors, often all at once and with legacy systems that resist change.

Our Principals have held senior roles in banking, insurance and asset management. They help leadership teams set direction, simplify operating models, manage risk and regulation, and deliver the transformation programmes that make the business faster and more resilient.

We understand how financial institutions are governed and how regulators think, which helps decisions move and programmes stay on track. Where a programme is in difficulty, a Principal can step in to reset scope, governance and plan.

Who we work with
Banks, insurers, asset and wealth managers, payment and fintech companies.
Typical mandates
Transformation and operating model, regulatory change, risk and governance, programme recovery.
Functional focus
Strategy & Transformation · Risk, Governance & Compliance · Finance & CFO Advisory.
Where we work
UK, continental Europe and the Middle East.
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Marcus Iles
Marcus Iles
Global Practice Head
Get in touchOr contact The Principals Group
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