Trevose Partners continues to work with the very best clients in the Financial Services industry and has worked hard over many years to build an enviable reputation across the market.

Our key clients are varied and include a wide range of core and sub sectors within Investment Banking, Asset Management, Clearing Houses, Service Providers and Software Vendors. 

The majority of our successes have been seen across Operations, Finance, Risk & Compliance, Client Service & Relationship Management, Project & Change Management, and Sales & Business Development.

The Financial Services industry has undergone massive change in recent years since its recovery from the Global Financial Crisis in 2008, and almost all corners of the sector have been effected.

All major organisations have had to contend with a rising cost base relative to significantly reduced trading revenues, as a reduction in the risk appetite of many of investors and institutions has become apparent.

These issues have also had to contend with improving operational risk mitigation, whilst trying to maintain and improve levels of service delivery to an ever demanding client base.

Most institutions are counting the cost of two major factors which have become apparent over the last five or six years or so.

The politically generated demands placed upon them from global regulators has proved to be both challenging and costly, with increased pressure to help repair damage to the industry's reputation.

When times were good, profits were strong and balance sheets were robust. Then came an unseen, albeit acute under investment in technology infrastructure.


Change Management

Many leading companies are currently facing significant challenges. Some of the main issues include; eroding revenue streams; stringent capital requirements; regulatory and tax reform; maintaining accounting standards; and or; improving levels of client service.

The relationship between Technology, Operations and the Business has become ever more important with the re-engineering of functional architecture and improving process efficiencies being critical ways to confront the challenges they face.

The following functions highlight the experience, typical to many of our clients and candidates in this field:

  • Strategic Change
  • Program Management
  • Project Management
  • Business Analysis
  • Technology Change
  • Regulatory Reform 

Operations & Middle Office

We recruit for all disciplines related to cross-product BAU and Change Management functions. This includes all downstream process flow throughout the entire trade lifecycle, post-execution.

Our industry network extends to those working for Investment banks, Dealer/Brokers, Clearing Houses and Investment Exchanges.

The following functions highlight the experience, typical to many of our clients and candidates in this field:

  • Settlements & Clearing, Corporate Actions
  • Confirmations, Reconciliations & Control
  • KYC / AML, On-Boarding
  • Prime Services / Client Clearing
  • Trade Support, Sales Support, Client Service
  • Product control and Valuations

Risk and Compliance

We recruit for a variety of institutions in the Investment Banking, Asset Management, Alternative Investment and Commercial sectors.

All of which are continually looking at ways to mitigate their internal or external risk exposures and to ensure they are compliant with market or exchange regulations.

The following functions highlight the experience, typical to many of our clients and candidates in this field:

  • Market Risk
  • Credit Risk 
  • Liquidity Risk 
  • Operational Risk 
  • Regulatory Reporting 
  • Compliance

Finance 

We recruit into a variety of related institutions in Financial Services, covering all aspects of Finance, Accounting and Change.

These include global investment managers, Investment banks, private banks, private equity and hedge funds, correspondent clearing houses, Dealer/Brokers, and third party fund administrators.

The following functions highlight the experience, typical to many of our clients and candidates in this field:

  • CFO 
  • Financial/ Product Control
  • Financial/ Regulatory Reporting
  • Fund Accounting
  • Valuation Control
  • Relationship Management
  • Project/Programme Management
  • Finance Change
  • Finance Transformation
  • Analysts
  • Modellers