Financial Services

Bringing Advisory and Solutions Derived from Experience

Building capability, bringing stability and ensuring resilience through future proofed solutions..

The Financial Services practice brings a vast depth of experience across the global markets, Business, Products and Regulation. From Capital Markets, Brokerage, Custody, Asset and Wealth Management, Private Banking, Family Office and much more.

Bringing coverage across multiple business lines, financial products and instruments, regulation, directives, legislation and process.

Offering a multi service approach the practice is business, operationally, finance, control, risk and compliance focused. It provides advisory, reviews and delivery solutions. From leadership and governance, through resourcing to technical planning and delivery the OCREUS Group can provide a complete front to back solution to financial services firms. Specifically incorporating project, programme and process management along with implementation.

Client resourcing needs and requirements can be meet through offering secondment, Interim management, permanent and contractor recruitment capabilities. We have highly knowledgeable resources who have developed their successful careers within financial services, having all worked in major financial institutions across the sector prior to joining the OCREUS Group.

We bring independent, technically qualified experts and FCA / PRA s166 skilled persons, all highly knowledgeable with years of practical experience in financial services.

We can provide individual Expert Witness resource for report and testimony for specific technical matters. We can also provide a full supporting infrastructure including Case Management, further supporting subject mater expertise, due diligence and discovery technicians.

From leveraging our extensive experience across the industry, working with the regulators and litigators, we build capability, bringing businesses and products to market, ensure operational stability, regulatory compliance, risk mitigation, resilience and scale. We ensure firms models, businesses, processes, operations, finance, risk and infrastructures are robust, controlled, compliant and efficient, we focus on prevention. We future proof.

Our people have the rounded experience, knowledge and capabilities to deliver.