Partners

  • Regulatory reporting and ALM software implementation support.
  • Creation of fully automated database interface systems.
  • Extraction, cleansing, reconfiguration, and uploading of complex financial data.
  • Analysis of complex data to determine trends enabling performance forecasting.
  • Employment of dashboards and other graphical formats for communication of key results.
Consultant
GARETH FAULL
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overview
Gareth has worked with over 15 retail banks and building societies in the last 10 years creating ETL systems which provide a fully automated interface between core banking platforms and third-party financial reporting software.

His level of involvement can be scaled depending on the in-house resource availability and skillset. This can range from acting purely as an advisor through to building the end-to-end automated solution.

  • Finance – financial, management, budgeting, regulatory reporting and process controls
  • Lead tendering processes
  • Systems integration, implementation and training
  • Documentation of processes and procedures , recommend and implement changes
  • Support clients in maximising the benefits of the Whistlebrook suite of products
Consultant
LIZ ROBERTSON
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overview
Liz is an FCCA accountant who has over 20 years’ experience in financial services, covering challenger banks, building societies and foreign exchange.

Her roles have covered EMEA financial and management finance, multiple finance systems’ implementations and regulatory reporting, within both start up banks preparing to launch and mature businesses.

  • Prudential risk - covering all aspects of liquidity, capital and IRRBB from both a risk management and a regulatory perspective
  • Prudential risk, frameworks and policy - including Risk Appetites, Risk Management, Frameworks, Recovery Plans, ILAAPs, ICAAPs, Investment, FX and Interest Rate Risk Management policies
  • ALM and Treasury Management solutions – both in developing desk top models and in improving the use and integration of a range of 3rd party products
Consultant
Richard Pickles
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overview

Richard is a chartered accountant with over 25 years’ experience in banking risk, regulation and treasury, with the past 11 as an independent senior consultant.

His roles cover both 1st and 2nd line across a range of large and small UK banks and building societies, from established retail banks to fintech start ups, together with a history of delivering business-driven, treasury-focussed projects and developments

  • Explanation, in simple and intuitive terms, of the principal IRRBB metrics used by banks and building societies and the nature of the risks they are designed to capture
  • General best practice in the internal management and governance of IRRBB
  • Understanding regulatory reporting requirements for IRRBB and more general regulatory expectations with respect to its management
Consultant
Paul Newson
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overview

Paul has over 30 years experience of banking with a career spanning Finance, IT and Risk and including 5 years at the FSA where he led the specialist team responsible supervision of traded risk.

Most recently he has focussed on Interest Rate Risk in the Banking Book a subject upon which he now regularly lectures and consults. He is also the author of a book on the subject published by Risk Books.

Consultant
MARK PYATT
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