Our Mission

To strengthen the ability of financial service providers to deliver their financial goals while making a positive contribution to their clients and communities

Objective: To provide innovative, customised and affordable Finance, Risk & Treasury solutions 

  • Capital Raising - for tech start-ups seeking rapid regional expansion.

  • Transformations - for Finance, Risk & Treasury functions using advanced data analytics, reg tech, fintech and outsourcing

  • Finance, Risk & Treasury Training - for Board of Directors; Asset & Liability Committee (ALCO) members, Finance, Business & Risk Managers, Treasury/ALM staff.

  • Event Speaking - for software user conferences, financial service company offsites or Fintech Associations

Example: Finance, Risk & Treasury Training

  • Capital Allocation Methodologies to lift overall and line of business risk adjusted returns

  • Liquidity optimisation under Basel III LCR & NSFR to drive qualitative improvements

  • Funds Transfer Pricing aligned with interest rate and liquidity risk transference

  • Regulatory Securities Portfolio Management to lift performance within risk parameters

  • Interest Rate Risk on the Banking Book impact analysis, compliance, management approach

  • Finance, Treasury & Data Analytics integration to drive enterprise wide engagement

  • Strategic Funding Mix for given asset portfolio to address structural challenges

  • Regtech solutions to reduce cost and effort on reporting and shift focus to managing

  • Outsourcing to improve efficiency and exploit cross border cost differences

The training session was very useful for our team across Finance, Risk and ALM desk. Your approach was very practical and to the point
— CFO Private Bank in Vietnam