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Management Consultancy · Financial Services · Jersey

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Freeing business leaders to focus on clients & growth - not operational friction

A management consultancy born from 15+ years of real-world Chief Operating Officer and transformational experience, lived in regulated, offshore financial services — Banking, Trust, Corporate and Funds Services

Fractional COO Project Execution & Outsourced PMO M&A Support & IMO Operational Consultancy
About Momentum Advisory

We are a management consultancy built from 15+ years of real-world Chief Operating Officer and lived transformational experience in regulated, global financial services businesses — including Banking, Trust, Corporate and Funds. We bring the lived experience of someone who has sat in the chair, made the decisions, and delivered the outcomes — not someone who has observed from the outside.

15+ years
COO & transformation leadership
Operator-led
Real-world execution, not theory
AI-native
Modern, efficient delivery model
Jersey-based
Deep regulated FS expertise
What We Do

Four ways to work with us.

Fractional COO

fCOO Services

Embedded operational leadership drawing on proven COO experience — giving your business senior oversight and delivery capability without the full-time cost.

  • Embedded advisory & operational oversight
  • Board & management committee support
  • Operational excellence & efficiency programmes
  • Risk, governance & regulatory management
  • Interim COO cover & leadership continuity
Project / Programme

Project Execution & Outsourced PMO

Senior programme leadership and independent assurance for your most complex change, transformation and technology initiatives.

  • PMO design, build & end-to-end leadership
  • Technology enablement & AI deployments
  • System selection, migration & implementation oversight
  • Independent project assurance & quality review
  • Programme reporting & governance frameworks
Mergers & Acquisitions

M&A Support & IMO

Full deal-cycle support, separation planning and hands-on integration execution — including establishing and running the IMO.

  • Pre-deal, due diligence & deal structuring support
  • Separation planning & carve-out execution
  • IMO design, establishment & leadership
  • Integration execution & Day 1 readiness
  • Synergy tracking & post-deal value realisation
Advisory & Consultancy

Expert Consultancy

Practical, experience-led consultancy for transformation, Continuous Improvement, and Operational Excellence across regulated financial services.

  • Business transformation scoping & mobilisation
  • Continuous Improvement & Lean programmes
  • Operating model review & redesign
  • Regulatory & compliance advisory
  • Strategic change & organisational effectiveness
Why Momentum

What sets us apart.

Lived Experience — not theory

Our Founder has held COO roles across regulated financial services businesses for 15+ years. The person you engage is the person who does the work — bringing lived experience, not theoretical frameworks.

Breadth Across Financial Services

Deep hands-on experience across Banking, Trust, Corporate, and Funds — including regulated environments across multiple jurisdictions and Crown Dependencies.

Transformation That Sticks

A proven track record of scoping, mobilising, and delivering complex transformation and Operational Excellence programmes that achieve lasting change — not just recommendations.

AI-Native Delivery

Built AI-first from day one. Our methodology accelerates diagnostics, automates programme reporting, and delivers sharper analysis — senior expertise without a senior firm's cost.

Sector Expertise

Sectors
we serve.

Private Banking Fund Administration Trust & Corporate Services Wealth Management Offshore Regulated Entities PE-Backed FS Businesses Financial Services Technology
Who We Work With

Our
clients.

Financial services businesses requiring senior operational leadership
Boards & leadership teams driving transformation or change
PE-backed businesses needing operational oversight & delivery
Firms managing technology, AI, or platform transformation
Regulated entities requiring programme & governance support
Jersey & Channel Islands financial services organisations
Get Started

Ready to discuss your
next challenge?

We work with a small number of clients at any one time to ensure consistent quality and personal focus.

Get in Touch