Capital Markets and Treasury

Valentia has been working with clients in Capital Markets since 2008, delivering both business and technology transformations.

Our unparalleled expertise in product and strategy, combined with its extensive knowledge of technology, data, and operating models, allows for the creation of innovative, connected, and efficient front-to-back solutions. Treasury is a central pillar of Valentia's consultancy proposition, and the company has successfully executed eight comprehensive Treasury transformations, encompassing all aspects of the process, from strategy development to implementation. Valentia's work in the Capital Markets has included technology re-platforming, operating model redesign, and balance sheet/capital optimization, showcasing the company's commitment to driving meaningful change for its clients.

Featured
CAPITAL MARKETS AND TREASURY, Finance Risk & Compliance
UK Private Bank
CAPITAL MARKETS AND TREASURY, Finance Risk & Compliance

Trading Wind Down

  • Engaged in the delivery of a trading winddown (TWD) programme and created a multi-domain, cross workstream project and implementation plan.​

  • Coordinated the PRA response to contain the description of the plan to deliver TWD across all entities and worked on the budget planning for the entire programme.​

  • Created E2E process flows as part of TWD to flush out the requirements to construct a comprehensive log.

CAPITAL MARKETS AND TREASURY, Finance Risk & Compliance
Wealth & Asset Management, CAPITAL MARKETS AND TREASURY
UK Private Bank
Wealth & Asset Management, CAPITAL MARKETS AND TREASURY

Design of a new Financial Institution’s customer business

  • Assisted the client in pivoting from a product-led sales model and supported the design of a franchise-led model across key sectors. Establishing key parameters, governance model and controls.​

  • Advised on short and long-term strategy for the new franchise identifying key areas for growth across the Financial Institutions market.​

  • Mobilised the franchise, aligned to strategy and new governance framework, establishing operating rhythm across the business.

Wealth & Asset Management, CAPITAL MARKETS AND TREASURY

Interested? Click below to get in touch.