Independent consultancy · established 2016
The three things an insurance balance sheet depends on, and the three that almost nobody holds together. One practice, from the accounting standard to the platform that produces the number.
The combination
A number is only as sound as the weakest of the three - and they usually have three different owners. Here they have one.
How engagements runIFRS 17 and IFRS 9 methodology, Solvency II reporting, and the valuation of private credit and illiquid assets. Twenty-five years of it, including leading finance teams of up to 25.
Asset data models, dictionaries and lineage - the layer that decides whether a reporting or regulatory position can actually be evidenced. Built an investment database when suppliers failed to.
Target operating models, platform due diligence and selection, and design authority through build, UAT and go-live. Also builds and runs a live commercial software product.
Services
Engaged individually or together. Most mandates start in one and pull in the others.
Technical accounting advice on IFRS 17, IFRS 9 and the standards that govern insurance and investment reporting - from methodology development through to the accounting papers that have to survive an audit committee.
Interpreting regulatory requirements and turning them into reporting that can be produced repeatably - Solvency II balance sheet and templates, matching adjustment eligibility, and the asset data that underpins both.
Fair valuation policy and oversight for illiquid and hard-to-value assets - private credit, direct lending and unlisted holdings - together with the committee structures that make the valuation defensible.
End-to-end target operating model and solution design for investment operations and reporting - post-trade operations, fund accounting, valuation and reporting resolved into one coherent architecture rather than four disconnected ones.
Delivering the change itself - integrating acquired finance operations into a group model, migrating systems, and running the governance that gets a design agreed and signed off.
Building working software, not just specifying it - data platforms, control automation and full product builds, including the practice's own commercial property technology platform.
Method
The same six stages, whether the mandate is a full operating model redesign or a bounded technical opinion.
Read the full approachEvery engagement starts with a written statement of work setting out the deliverables, the acceptance criteria and the commercial basis. Open-ended time-and-materials arrangements without a defined outcome are declined.
Before anything is designed, the requirement is pinned down: what the standard, the regulation or the business case actually demands, what judgement is involved, and what evidence will be needed to support the position later. Getting this wrong is expensive, because everything downstream inherits it.
A short, bounded diagnostic establishes what exists rather than what is believed to exist - asset data and its lineage, system capability, control coverage and the points where the current arrangement cannot evidence what it asserts.
Engagements
Client names are not published. Engagements are described by sector and mandate; named references are provided on request.
Next step
Initial conversations are without charge. If the mandate is not a fit, we will say so and point you elsewhere.