IT Department Transformation

Created a target operating model and managed journey towards that. Established Agile way of working and team model related to that. Trained and enabled IT leadership and staff on Agile. Coached and mentored IT and business teams on Agile adoption

Business Transformation

“Efficient and cost-effective business transformation. Changing ways of working to make business more efficient and cost-effective. Solutions for today’s financial services challenges. “

Agile Steps on the 1,000 Mile Journey

“A journey of a thousand miles begins with a single step…but it helps if it’s bold and in the right direction!” The insurance industry is at an inflection point – the digital challenge and changing needs of a younger generation mean that insurers need to adapt quickly to the demands of tomorrow’s customers or risk […]

Portfolio Management

In this article you will find perspectives from Holley Holland’s experiences helping a large Global Bank’s Portfolio management function to rediscover new ways of working. The article brings insights from practices and lessons learnt in a number of areas including outcome orientation thinking and planning, value based prioritisation, balanced value stream based MVP funding models, […]

Data agility

#Thomas Kuhn: the man who changed the way the world looked at science; Fifty years ago, a book by Thomas Kuhn altered the way we look at the philosophy behind science, as well as introducing the much abused phrase ‘paradigm shift’. I strongly believe that we are reaching an inflection point of the so called ‘paradigm […]

Data Migration and Data Management

THE PROBLEM Buy side Investment Managers and services firms continually struggle with data and the ability to confidently use it as a source of information to support their corporate strategies. This is a vital part of any organisation’s survival for the future. However, we consistently see many organisations  still struggling with the basics – the […]

Initial Margin Regulation for the Buy-side

Summary The regulatory requirements for Initial Margin (“IM”) segregation, linked to non-cleared derivatives, came into force in 2016. The phased implementation schedule first affected those most active in the OTC market, followed by a greater and more diverse range of counterparties. Of the five waves scheduled, Waves 1 and 2 are complete, involving mostly sell-side […]