Transformation & Change

End-to-End Support for Your Transformation & Change Initiatives

Our Transformation and Change division provides strategic consulting, talent acquisition, and project delivery services to regulated businesses across the banking, insurance, and investment spaces.

We maintain a versatile SME bench (Subject Matter Expert bench) of over 2500 experienced professionals ready to be deployed on your projects. With a comprehensive understanding of the regulatory environment in the UK, Ireland, Luxembourg, Germany, Switzerland, and the USA, we provide a compliant, dependable service to enable sustainable change throughout your organisation.

As part of Trinnovo Group, we combine the expertise of our sister brands – Trust in SODA, DeepRec.ai, and Trinnovo Consulting – to provide our clients with integrated services and end-to-end support across technology and governance.

Our Areas of Expertise Include:

Risk:
- Risk Framework Updates & Implementation
- Risk Model Validation Reviews
- Risk Technology Updates (including AI Adoption)
- TRM Management & Business Continuity Reviews
Compliance:
- Consumer Duty Reviews & Implementation
- DORA Compliance
- Financial Crime & Anti-Money Laundering (AML) Compliance
Regulatory Change & Remediation:
- Regulatory Update Support
- Regulatory Professionals for Change Projects
- S166 Support
Business & Technological Change
- Digital Transformation Consulting
- Finance Transformation
- Digital Advancements & Strategy
- Systems Updates & Integration
- Regulatory Project/Programme Managers

QUILTER

2.7

CV to Interview Ratio

3.1

Jobs to Placement Ratio

Quilter PLC, a leading provider of advice, investments, and wealth management in the UK and internationally, engaged Broadgate Search to support a significant organisational restructure. This involved separating from their parent company, Old Mutual PLC, and listing independently on the London Stock Exchange. To overhaul Quilter's risk and compliance framework, Broadgate Search built internal teams capable of establishing robust risk management, reducing reliance on external resources. This included strengthening the second line of defense and enhancing risk activities within individual entities and the first line of defense. We successfully placed numerous candidates across the group and its subsidiaries, including Intrinsic FS, Old Mutual Global Investors, and Quilter Cheviot, with up to 11 concurrent contractors on-site supporting this transformation.

We placed a range of project-critical interim roles, including a Head of Operational Risk, Head of Compliance Monitoring, Operational Risk Manager, Data Protection SME, and IT Risk Manager.

VIEW OUR CASE STUDIES

MEET THE TEAM

Meet Ben

Ben Adams

Co-Founder and Managing Director

Meet Daniel

Daniel Tapsell

Associate Director, Contract and Interim

Meet Gabriella

Gabriella Clarke

Principal Consultant, Contract

Meet Adrian

Adrian McCarthy

Senior Advisor