Data & technology


Accurate and timely data is essential for any financial services firm. It is critical for investment and risk management, client and regulatory reporting and for operational controls. We are specialists in data. We provide firms with a full suite of services from consultancy on data strategy and data principles, to advice on data management operating models and technical data platforms. We understand the need for pragmatic data governance that suits the regulatory environment. We help clients establish data solutions combined with the latest in information security advice at technical, operational and cultural levels.


Clients, investments, risk, regulators, sales and management all have different demands of data and technology provides ever-more sophisticated ways of manipulating and distributing it. Data quality itself, however, is an ever-present issue. Our expertise in data governance ensures clients have the structure and oversight necessary for this essential element of complex investments businesses.

Data management is a pervasive function within financial services; it provides a fundamental service used by almost every other part of the firm. We advise clients on the role, responsibilities, organisational design and solutions for data management functions, helping to implement these operating models by embedding good process engineering and data governance principles.

  • Data services design
  • Organisational design
  • Roadmap development
  • Service design
  • Technical architecture

We understand all aspects of data platforms and solutions including enterprise data management solutions, data warehouses, data lakes, marts, data integration, data governance and data analytics. We provide clients with clear guidance on the platforms and solutions needed to solve data problems, cutting through the complexity that all too often pervades this space.

  • Data integration
  • Data migration
  • Technical solutions strategy and advice

We help our clients to define and develop their data strategy, based on their business goals and existing capabilities combined with our expertise in their market sector and knowledge of what works well. We work collaboratively with our clients to understand their principles and we advise firms on the latest in data management strategic thinking.

  • Data governance
  • Data principles
  • Data vision

Information and cyber security are paramount in protecting client data, personal data, firms’ intellectual property and data assets. In a digitised business, firms are ever-more susceptible to both malicious and non-malicious data loss. We help firms protect their data through technical, process and organisational controls to ensure that risks are understood, controlled and mitigated.

  • Data protection and privacy
  • Data quality and certification
  • Data storage and preservation

Talk to our specialists

Ken Bigelow

Managing partner