TSSAG - The Securities Services Advisory Group

Members

Adapa Advisory

Adapa Advisory provides strategic insights and pragmatic advice to help financial institutions enhance their business performance in the post trade and the Securities Services arena. The business was formed to enable clients to access the experience and expertise of industry professionals…

AlfaSec Advisors

Roger is a Singapore-based freelance consultant and Independent Director specializing in financial services. He advises regional head offices, holding, and operating companies on corporate governance, sustainability, regulatory licensing, and business development…

Alive Consulting

Alive Consulting was founded by Anoosha Livani in January 2022 to support client engagement, data led insights and strategic and hands on marketing and communications for financial services firms and fintechs. Anoosha has nearly 30 years’ experience in private equity transaction banking…

Araliya Management Consulting

Araliya Management Consulting is headquartered in Bucharest, Romania and offers consulting services in international capital markets. We work in international projects with international donors, as well as in projects contracted directly by clients.

Fairman Consulting

Fairman Consulting, founded in 2010, is an independent strategy and management consultancy firm specializing in delivering innovative solutions to global financial institutions. With offices strategically located in Paris, London, Lisbon, Luxembourg, Hong Kong, and Singapore…

Harpagus

At Harpagus, we bridge the gap between traditional finance and the evolving crypto & digital asset landscape. With over eight years of experience operating at the intersection of Web3 innovation and regulated banking and over 20 years overall working in or with Financial Institutions, we bring…

hd Financial Consulting

hd financial consulting focuses primarily on foreign exchange, including FX execution, FX hedging and optimizing cash management. Those aspects of the investment cycle are invariably underestimated while a more rigorous approach has been proven to enhance funds’ performance…

HornbyChapman

HornbyChapman Ltd is a specialist recruitment firm focused on senior permanent and contract/interim hiring in the post-trade world covering banks, asset managers, fintech firms and infrastructure providers. We work on roles from middle management to board level in Sales, Risk, Product…

Knadel Solutions Ltd

Knadel Solutions is the leading independent specialist in supplier management for the financial services industry. We provide asset managers, asset owners, wealth managers and service providers with the tools and expertise to deliver best practice supplier governance and oversight…

MCQube

MCQube was set up in July 2023 after having commenced its operations as the Consulting Division of Scymes Services Private Limited. With a combined experience of over 200+ years in the global financial markets, our team brings unparalleled expertise and insight to the most complex…

Neo Consulting

NEO Consulting leverages on more than 25 years of experience with the main custodians and securities services market infrastructures. NEO Consulting represents the next generation of Fiduciary Managed Services tailored for today’s investors and the tomorrow’s needs…

PDH Consult

An experienced financial services industry professional, with over 30 years of experience in international banking and the Securities Services for large, leading and complex organisations covering the breadth of financial services from retail to wholesale and all transactional and…

Phoenix FSC

Phoenix Financial Services Consulting (“Phoenix FSC”) provides business orientated management consulting, transformation, and transition management services for the financial services industry. Based in the UK, we support clients with a presence across multiple jurisdictions, including …

PIVOT Consultants Cyprus

PIVOT Consultants(Cyprus) Limited(PC) was established in Nicosia, Cyprus in year 2019 with Mr. Angelos Gregoriades as Managing Director and Viraj Kulkarni as Director. PC provides advisory services in the Securities Services, Capital Market Infrastructure development, Taxation…

PIVOT Management Consultants

PIVOT Management Consulting Pvt Ltd India. provides advisory services in the Securities Services, Capital Market Infrastructure development, Broking, PE, Regulatory and FPI space in India and overseas…

Proxymity

Proxymity connects the world’s ecosystem of issuers, intermediaries and investors digitally in real-time, bringing unprecedented transparency, efficiency and accuracy to traditional paper-based processes. Proxymity is adopted by 94% of the FTSE 100 companies and backed by a global consortium…

SCORPEO

As the cost of processing corporate actions rises to unprecedented levels, it has become imperative for institutions to ensure maximum value is extracted from every event. Scorpeo’s technology enables clients to recover and retain value that would otherwise be lost — effectively offsetting costs…

Solve Consulting

Solve is a boutique management consulting company based in South Africa, specialising in the financial services sector. The business was launched in 1997 and is led by a team of highly experienced industry specialists. We have segmented our client base into the following categories: Investment Managers…

Soterium Inc.

Soterium Inc. (Soterium), is a Federally Incorporated, independent management consultancy firm, based in Toronto, Canada. We work in the Corporate, Public and Not-for–Profit segments from a local, national and global perspective. Our focus is the matching of opportunities and partners…

TaxTec

TaxTec is pioneering a new digital approach to tax recovery, enhancing investment returns for institutional investors. Our AI enabled solutions utilize the latest technology designed by industry experts, enabling clients and their service providers to reclaim more tax at lower cost. At TaxTec we are..

The LaunchPad.Biz

The LaunchPad.Biz is a consulting practice specialised in advising financial firms to achieve business success in Asia. With decades of experience as an industry leader establishing and developing businesses in the region, we will accompany you to navigate through the region’s…

The Value Exchange

The ValueExchange is a global market research firm, bringing together an expert community to make the case for transformation in the international capital markets. Building on extensive industry experience and unique connectivity, we deliver data-driven insights that help you…

The Wood Partnership

The Wood Partnership is a specialist firm that provides Leadership Coaching and Mentoring, Presentation Skills and Media Training, delivered by senior industry professionals with extensive experience leading award-winning divisions and businesses. Unlike traditional training firms…

Adapa Advisory

Mark Kerns

CEO, Adapa Advisory
United Kingdom
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Adapa Advisory provides strategic insights and pragmatic advice to help financial institutions enhance their business performance in the post trade and the Securities Services arena.
The business was formed to enable clients to access the experience and expertise of industry professionals through a flexible model that helps solve practical business problems with a pragmatic and executable approach.
We support specific assignments working closely with executives on an observation and recommendations basis. Adapa Advisory provides access to seasoned and successful professional who have subject matter expertise across a range of areas coupled with in depth post trade and the Securities Services industry experience to ensure deliverables are focused, timely and action orientated.
Adapa Advisory client assignments can include strategic plan assessment and development, program oversight of strategic and tactical plans, evaluation of client engagement models, market positioning appraisal, product management strategy and prioritisation, operating and technology model reviews, experience-based executive coaching and leadership team development.
We operate in a fully flexible way designed to suit each clients’ requirements. We aim to develop long term relationships with clients and remain engaged to ensure the success of outcomes over time either on an advisory or non-executive basis as required.
In terms of segments we focus on banks, asset managers, pension funds and market infrastructure as well as working with emerging and developed technology companies that are engaged or planning to engage in the post trade and the Securities Services sector.
In addition, we have strength and experience in working with organisations doing business into and out of Africa.

Core Team

Mark Kerns

Chief Executive Officer
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Mark Kerns is a seasoned senior executive with a distinguished career working with leading global and regional banks including Standard Bank where he was Head of Investor Services. He has held senior roles at The Bank of New York, JP Morgan, Bankers Trust and The WM Company. His experience embraces business ownership roles, client and sales management, product management leadership, strategy and corporate development within the post trade and the Securities Services industry. Mark is a Global Custodian Legend inductee and has received a Lifetime Achievement award from Global Investor.

Richard Barnsdale

Director
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Richard Barnsdale has over 20 years’ experience in the asset services industry working in a range of business transformation and strategy roles with responsibility for market analysis, strategic planning and business governance. He has experience in joint ventures, acquisitions, integration programs and product management in the investment services businesses at BNY Mellon, Citibank and Royal Bank of Scotland.

AlfaSec Advisors

Roger is a Singapore-based freelance consultant and Independent Director specializing in financial services. He advises regional head offices, holding, and operating companies on corporate governance, sustainability, regulatory licensing, and business development. With extensive experience at Deutsche Bank and JP Morgan, he has worked with major institutional and corporate clients on global transaction processing in payments, securities, and trade finance. As a Fellow of the Chartered Institute of Banking and Finance and a member of the Securities and Investment Institute (UK), Roger brings deep industry expertise while maintaining a selective board portfolio to provide dedicated focus to his mandates.

Alive Consulting

Alive Consulting was founded by Anoosha Livani in January 2022 to support client engagement, data led insights and strategic and hands on marketing and communications for financial services firms and fintechs. Anoosha has nearly 30 years’ experience in private equity, transaction banking & securities services – across business development, marketing, communications, as well as market advocacy & regulatory strategy. She is a Citi Alumni and was a founder of the Fintech B2B Marketing Community. Alive works with both organisations directly and their clients who range from specialist boutiques to large market infrastructures and banks.

Araliya Management Consulting

Adriana Tanasoiu

CEO, Araliya Management Consulting
Romania
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Araliya Management Consulting is headquartered in Bucharest, Romania and offers consulting services in international capital markets. We work in international projects with international donors, as well as in projects contracted directly by clients.
Our vision is to offer consulting services for developing and growing the world capital markets, and for building links between capital markets, in order to better serve investors, issuers and all categories of market participants. Our mission is to enable clients to (re)design and grow their business by providing independent, highly ethical and personalized consulting services, driven by client requirements.
Our clients are based in Eastern and South-Eastern Europe, Eastern Mediterranean, Western and Central Asia. We are expanding our service offering in other regions as well.
We work with central banks, financial supervisory authorities, trading venues, post-trading market infrastructures, industry associations and other categories of stakeholders.

In areas like:

  • Design development strategies for capital markets, trading venues, central securities depositories and other post-trade market infrastructures taking into account the requirements of all categories of stakeholders:
  • international investors
  • local investors
  • issuers
  • global custodians
  • local custodians
  • banks and brokers
  • trading venues
  • post-trade market infrastructures
  • central banks
  • financial supervisory authorities
  • Set up stock exchanges, central securities depositories and other post-trade market infrastructures
  • Build, operate and grow the business of trading venues, central securities depositories and other post-trade market infrastructures, streamline their operations and service offering, and improve their risk management function
  • Develop new services and products for a diverse client base
  • Align with applicable or upcoming legislation and regulations, including for European Union admission and global standards, in the most efficient way from a business perspective
  • Adopt and improve the technology to support a robust, efficient and safe operating environment, as well as opportunities for growing the business
  • Support market infrastructures to implement a business-oriented approach, while maintaining compliance with the applicable regulations, minimizing the risks and enabling the market development
  • Support develop regional cooperation in the trading and post-trading space, from loose forms of cooperation, such as building links and interfaces, and evolving to using common systems and other forms of consolidation

Fairman Consulting

Fairman Consulting, founded in 2010, is an independent strategy and management consultancy firm specializing in delivering innovative solutions to global financial institutions. With offices strategically located in Paris, London, Lisbon, Luxembourg, Hong Kong, and Singapore, we combine industry insight with a global perspective to support transformation initiatives across Europe and Asia.
From market entry to business model transformation, we deliver pragmatic, specialist-led advisory across securities finance, repo, collateral management, post- trade infrastructure and regulatory reporting. Leveraging our deep expertise in regulatory transitions, organizational optimization and emerging technologies, we help institutions navigate complexity, enhance profitability and drive sustainable growth
We are committed to building long-term partnerships with our clients, delivering tailored solutions that address their most pressing challenges. Our team of consultants brings autonomy, industry knowledge and ability to drive large-scale strategic initiatives from inception to implementation. Actively engaged in financial industry dialogue, we provide clients with forward-looking insights and innovative strategies to stay ahead in an evolving market landscape.

Harpagus

At Harpagus, we bridge the gap between traditional finance and the evolving crypto & digital asset landscape. With over eight years of experience operating at the intersection of Web3 innovation and regulated banking and over 20 years overall working in or with Financial Institutions, we bring deep industry insight and practical know-how to help established financial institutions navigate crypto and digital assets with confidence. Our team has a proven track record of building and managing crypto businesses within highly regulated environments—ensuring compliance, security, and strategic alignment at every step.
Whether you’re a bank exploring digital asset integration or a fintech looking to scale within the TradFi ecosystem, Harpagus provides the expertise and connections to make it happen—securely, strategically, and successfully.

hd Financial Consulting

Matthieu Herbeau

CEO & Founder, hd financial consulting
France
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hd financial consulting is an independent advisory firm, offering advice and support to the entire spectrum of financial markets participants on Foreign Exchange (FX) and cash management matters:
  • Institutional investors: asset and wealth managers, sovereign wealth funds, pension funds, hedge funds
  • Banks, custodians, fund administrators, neo banks, broker-dealers
  • Consulting firms, technology firms, clearing houses, providers of financial services infrastructures
hd financial consulting focuses primarily on foreign exchange, including FX execution, FX hedging and optimizing cash management. Those aspects of the investment cycle are invariably underestimated while a more rigorous approach has been proven to enhance funds’ performance and ultimately provide a better return. Achieving this is increasingly challenging with the need to demonstrate regulatory compliance in a permanently evolving environment.
hd financial consulting also provides its expertise across multiple asset classes for front to back organizational matters, project management and business development.

Institutional investors:

support in the management of the entire FX execution process and the optimization of cash balances
  • Daily FX needs to cover securities purchases and sales, and any related events
  • Emerging markets FX

Currency hedging:

share class or portfolio level Banks, custodians and fund administrators: design FX and cash management solutions, provide subject matter expertise in front to back organizational reviews, lead or support projects with FX execution, currency hedging or cash management aspects, provide regulatory compliance advice, business development leads, market intelligence and competitor analysis.

HornbyChapman & HornbyChapman Ned

Paul Chapman

MD, HornbyChapman

United Kingdom
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HornbyChapman Ltd is a specialist recruitment firm focused on senior permanent and contract/interim hiring in the post-trade world covering banks, asset managers, fintech firms and infrastructure providers. We work on roles from middle management to board level in Sales, Risk, Product, Relationship Management, Operations, and Strategy / General Management.
Our reach is global, with staff in London, Edinburgh, Hong Kong and Singapore and joint ventures in Mumbai, Toronto, and New York.
Our USP is a combination of industry experience and a strong, current candidate network with in-house and external recruitment experience. We offer our clients and candidates unparalleled industry expertise, proven market insight, quality research and delivery and all provided within a very strict adherence to ethical policy and practice. At HornbyChapman, we listen to our client and candidate needs and adopt a consultative, bespoke approach – developing tailored recruiting solutions with transparency and integrity. Furthermore, we operate on a basis of absolute discretion.
We pride ourselves on our ever-developing network but we don’t rely on it. We combine our knowledge of the market and exceptional relationships with fresh and on-going research.

Core Team

Paul Chapman

MD, HornbyChapman
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HornbyChapman Ltd is a specialist recruitment firm focused on senior permanent and contract/interim hiring in the post-trade world covering banks, asset managers, fintech firms and infrastructure providers. The firm works on roles from middle management to board level in Sales, Risk, Product, Relationship Management, Operations, and Strategy / General Management.
It also has a Non-Executive Division headed by Emma Berwick, which offers executive search, Board advisory and inclusion and diversity expertise rooted in a strong technical understanding of the governance, risk, regulatory and behavioural requirements which are vital for impactful boards. Emma is a headhunter with over fifteen years’ experience in executive search in London and Hong Kong, working with senior leaders in financial services, fintech, central government and research and innovation to attract and retain successful Boards and C level teams.
Prior to founding HornbyChapman Ltd. with Victoria Hornby in 2006, Paul Chapman spent almost eighteen years in the asset servicing industry. Following graduation from Bournemouth University with an Honours degree in Financial Services he spent eleven years with Brown Brothers Harriman in a variety of positions prior to becoming Senior Vice President, Head of Investor Services London and also Managing Director, BBH ISL (Trustees) Ltd. Following that he worked for the Pershing Division of CSFB as Director of Sales for Europe and then State Street Bank as Senior Vice President and Head of Strategic Relationships. He subsequently moved to Northern Trust as Senior Vice President in the Global Fund Services business.
Along with Peter Shepherd, Paul runs the semi-annual Williams network management event and is a familiar face at asset servicing conferences around the world. He is married to former BBHer Karen and has daughters Emma, Molly and Maddy.

Hugo Batra

Core Team
Hugo Batra is the newest member to join the expanding international team at HornbyChapman and is based in India. An MBA in Human Resource Management, Hugo’s specialisation lies in data research, database building and advanced talent sourcing skills. In his previous roles, Hugo has offered his expertise across numerous industries including healthcare, engineering, banking/finance, telecommunication, information technology, and manufacturing. His varied data skills and expertise in sourcing high calibre talent across many different verticals complements our international team well. He is a keen sports enthusiast and follows cricket closely. He likes travelling but at heart he is a family man and loves to spend most of his spare time with his family.

Karen MacDougall

Core Team
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Hazel Cameron

Core Team
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Knadel Solutions Ltd

Robert Hupe

Practice Head
United Kingdom
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Knadel Solutions is the leading independent specialist in supplier management for the financial services industry.
We provide asset managers, asset owners, wealth managers and service providers with the tools and expertise to deliver best practice supplier governance and oversight.
Our goal is to help you manage and govern your suppliers above and beyond the demanding regulatory requirements, and achieve the right service, at the right price, for the right risk, to enable your strategic goals.
In order to do so, we provide three service offerings:
Advice – leveraging industry experience, peer group data and market insights to optimise your use and management of suppliers, from operating model design, to selection, implementation and ongoing management.
Services – delivering cost-effective offer packages, including benchmarking services and outsourced supplier management, to deliver scalable growth and compliance without detracting from your core competencies.
Technology – SupplierVision is the comprehensive supplier management solution designed for the investments industry; empowering you with the data and tools to manage and oversee your suppliers, and demonstrate regulatory best practice.
Our global client base comprises blue chip financial firms, and demonstrates our proven success in working with clients with a range of different requirements, allowing them to achieve best practice in the selection, onboarding and ongoing management of suppliers and service providers. We would be delighted to discuss how we can help you do the same.

MCQube

MCQube was set up in July 2023 after having commenced its operations as the Consulting Division of Scymes Services Private Limited. With a combined experience of over 200+ years in the global financial markets, our team brings unparalleled expertise and insight to the most complex challenges facing today’s financial landscape. We are a group of former senior bankers and financial market professionals, each with deep knowledge and hands-on experience in Capital Markets, Exchanges, Commodities, Currencies, Custody & Fund Services and related Products & Technologies.
Having worked with some of the world’s leading financial institutions, we understand the intricacies of global markets and the ever-changing regulatory and economic environments. Our extensive experience allows us to deliver innovative solutions that are both strategic and practical, helping clients navigate risk, seize opportunities, and optimize performance.
We are a consulting firm dedicated to helping businesses navigate complex markets and achieve sustainable growth in India, ASEAN and GCC markets. We specialize in crafting customized solutions that meet and exceed the sophisticated requirements of businesses aiming to make their mark in the intermediation of financial markets. Our commitment to depth over breadth equips you with the strategic insights and support necessary to navigate the complexities of the financial markets confidently. Trust MCQube for a partnership that transforms challenges into opportunities, ensuring your journey through the securities markets is both successful and strategic.

NEO Consulting

Nelson Eduardo Pereira

MD, Neo Consulting
Brazil
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NEO Consulting leverages on more than 25 years of experience with the main custodians and securities services market infrastructures. NEO Consulting represents the next generation of Fiduciary Managed Services tailored for today’s investors and the tomorrow’s needs.
Our goal is to aid international investors with their challenges based on our understanding of the evolving market structures, economics, and strategic and regulatory trends in all segments of the Brazilian financial services sector. NEO Consulting has partners in Brazil, Latin America and Luxembourg ready to help you develop strategies for thriving in the future.

PDH Consult

Paul D. Hedges

Chartered FCSI – MD, PDH Consult
United Kingdom
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Experience & Knowledge

  • Post-trade Securities Services functions
  • Fund Administration
  • Transfer Agency
  • Global Custody
  • Sub-Custody } Product Management/Development/Sales
  • Local Custody
  • Agent bank Network Management – Securities/Cash/Precious Metals
  • Vaults
  • Operational Risk Management
  • Team building & maintenance skills
  • Thought Leadership

Phoenix FSC

Phoenix Financial Services Consulting (“Phoenix FSC”) provides business orientated management consulting, transformation, and transition management services for the financial services industry.
Based in the UK, we support clients with a presence across multiple jurisdictions, including the UK, France, Ireland, the Channel Islands, and Luxembourg.
Our team combines extensive industry and consulting experience, enabling us to understand and address our clients’ challenges. We bring multidisciplinary expertise in UK-regulated business management, operational leadership, and transformation programmes.
Our mission is to help Private Equity firms, Asset Managers, Investment Managers, Wealth Managers, Fund Managers, and Broker-Dealers achieve their strategic goals and navigate critical periods of business change.

PIVOT Consultants Cyprus

Angelos Gregoriades

Consultant to the Board, Pivot Consultants Cyprus
Cyprus
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PIVOT Consultants(Cyprus) Limited(PC) was established in Nicosia, Cyprus in year 2019 with Mr. Angelos Gregoriades as Managing Director and Viraj Kulkarni as Director.
PC provides advisory services in the Securities Services, Capital Market Infrastructure development, Taxation, Regulatory, inflow space into/from India and Europe and Capital market Policy related matters.
PC is recognised in Advisory services as well as non- Advisory (Business re-engineering) Services space in Cyprus and India. We are backed by over 100-man years of Global and Local Industry expertise. PC’s strategic alliances with PIVOT India and in Cyprus enables a integrated solution for Investors and Funds, while providing value added global coverage an seamless cross country solutions.
PC enables Business transformations through change management, innovative and implementable strategies, developing Eco-systems in Capital Markets, reducing Cost of Doing Business and improving market attractiveness.
Our clients are leading institutions in Cyprus and India. We are recognized for Market Advocacy, development of best practices, thought leadership.

PIVOT Management Consulting

Viraj Kulkarni

Founder and CEO, Pivot Management Consulting
India and Cyprus
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PIVOT Management Consulting Pvt Ltd India. provides advisory services in the Securities Services, Capital Market Infrastructure development, Broking, PE, Regulatory and FPI space in India and overseas. The Indian Company was founded by Viraj Kulkarni in 2015.
PIVOT is recognised in Advisory services as well as non – Advisory (Business re -engineering) Services space in India, Middle East, Europe. We are backed by over 115-man years of Global and Local Industry expertise. PIVOTs strategic alliances with PIVOT Consultants, Hornby Chapman, Soterium and Zi Asset Consulting provides value added global coverage.
PIVOT enables Business transformations through effective and comprehensive customised solutions, change management, innovative and implementable strategies, developing Eco-systems in Capital Markets, reducing Cost of Doing Business and improving market attractiveness.
Our clients are senior management at leading Capital Market Financial Institutions: Custodians, FPIs, PEs, Brokerages, Corporates and Market Infrastructure-Stock Exchanges (India/ Overseas), Clearing Houses. We are recognized for Market Advocacy, development of best practices, thought leadership.

Proxymity

Richard Scavetta

Head of Relationship Management
United Kingdom
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Proxymity connects the world’s ecosystem of issuers, intermediaries and investors digitally in real-time, bringing unprecedented transparency, efficiency and accuracy to traditional paper-based processes.
Proxymity is adopted by 94% of the FTSE 100 companies and backed by a global consortium of the industry’s most influential institutions (BNP Paribas, BNY, Citi, Computershare, Deutsche Bank, Deutsche Börse, HSBC, J.P. Morgan, State Street and Mitsubishi UFJ Trust and Banking Corporation).

SCORPEO

Trusted by leading CSDs to maximize value from corporate actions.

SCORPEO

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As the cost of processing corporate actions rises to unprecedented levels, it has become imperative for institutions to ensure maximum value is extracted from every event. Scorpeo’s technology enables clients to recover and retain value that would otherwise be lost — effectively offsetting costs while improving efficiency and investor outcomes.
Our solutions are already trusted by leading Central Securities Depositories (CSDs), including Euroclear, to deliver measurable value across multiple markets.

Solve Consulting

Solve is a boutique management consulting company based in South Africa, specialising in the financial services sector. The business was launched in 1997 and is led by a team of highly experienced industry specialists. We have segmented our client base into the following categories: Investment Managers, Life Companies, Investment Platforms, Investment Administrators, Wealth Managers, Retirement Fund Administrators and Treasury. We cover advisory and execution services.

Soterium Inc

Soterium Inc. (Soterium), is a Federally Incorporated, independent management consultancy firm, based in Toronto, Canada. We work in the Corporate, Public and Not-for–Profit segments from a local, national and global perspective. Our focus is the matching of opportunities and partners in a wide-ranging service industry, meeting the needs of underlying clients as their requirements change over time. Soterium is a passionate, reliable and balanced partner, providing solutions that are both collaborative and enduring. Please contact us to discuss your requirements at enquiries@soterium.ca Soterium is a Founding Member of The Securities Services Advisory Group (TSSAG).

TaxTec

New York, USA
London, United Kingdom
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TaxTec is pioneering a new digital approach to tax recovery, enhancing investment returns for institutional investors.
Our AI enabled solutions utilize the latest technology designed by industry experts, enabling clients and their service providers to reclaim more tax at lower cost. At TaxTec we are addressing critical market infrastructure issues, leveraging cutting-edge technology, setting a new standard for the industry.

The LaunchPad.biz

Lawrence Au

Founder & CEO, The LaunchPad.Biz
Hongkong
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The LaunchPad.Biz is a consulting practice specialised in advising financial firms to achieve business success in Asia.
With decades of experience as an industry leader establishing and developing businesses in the region, we will accompany you to navigate through the region’s complexities and achieve your business goals.

Services

  • Strategy Review
  • Business Implementation
  • Opportunity Analysis
  • Project Evaluation
  • Fund Director
  • Board Trustee
  • Business Coaching
  • Start-Up Mentoring
We are passionate about helping you make a difference for your firm’s business growth in the Asia region. Your success is our success.

The Value Exchange

The ValueExchange is a global market research firm, bringing together an expert community to make the case for transformation in the international capital markets. Building on extensive industry experience and unique connectivity, we deliver data-driven insights that help you to make the case for transformation in your investment operations.

The Wood Partnership

Tim Wood

CEO
United Kingdom
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The Wood Partnership is a specialist firm that provides Leadership Coaching and Mentoring, Presentation Skills and Media Training, delivered by senior industry professionals with extensive experience leading award-winning divisions and businesses.
Unlike traditional training firms, The Wood Partnership leverages firsthand expertise to deliver practical, real-world solutions designed to help successful individuals reach even greater heights.
In addition, The Wood Partnership provides highly regarded Client Role Play sessions, enabling sales teams to refine their pitches in real life scenarios while receiving constructive feedback from senior business leaders and also offer Presentation, Panel Moderators, Industry Survey Management and Event Hosting services to help clients distinguish themselves and stand out across every platform.