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What We Do

Services

Four engagement models, each grounded in real-world experience — practical, senior, and outcome-focused across transformation, operations, and change.

Fractional COO

fCOO Services

Embedded operational leadership for your business

We support businesses by being embedded within the organisation — providing advice, support, and consultancy based on lived experience and a proven track record of operational oversight, delivery and transformation. A Fractional COO gives you access to senior operational leadership precisely when and where you need it, without the cost or commitment of a full-time hire.

  • Embedded operational oversight and senior advisory support
  • Board and Management Committee representation and support
  • Operational Excellence and efficiency improvement programmes
  • Risk management, governance frameworks and regulatory compliance
  • People, process and platform optimisation across service lines
  • Interim COO cover and senior leadership continuity
  • Strategic planning and operational roadmap development
Project / Programme

Project Execution & Outsourced PMO

Senior programme leadership and independent assurance

We support the implementation and running of your Project Management Office (PMO), or provide specific and independent project delivery and/or assurance support — whether it be for technology enablement, AI deployments, system selection, migration and/or implementation. Senior, immediately deployable, and without the overhead of a large consulting engagement.

  • PMO design, establishment and end-to-end programme leadership
  • Governance frameworks, workstream structure and RAID management
  • Technology enablement and AI deployment oversight
  • System selection, procurement, migration and implementation management
  • Independent project assurance, challenge and quality review
  • Programme reporting, RAG tracking and board-level updates
Mergers & Acquisitions

M&A Support & IMO

Full deal-cycle support, separation and integration execution

We provide support across the full M&A deal cycle — from pre-deal due diligence through to separation planning and hands-on integration execution. Where an Integration Management Office (IMO) is required, we can establish and run it end-to-end, providing the senior operational leadership to drive your integration or separation forward.

  • Pre-deal support, due diligence and deal structuring input
  • Separation planning and carve-out execution
  • IMO design, establishment and end-to-end leadership
  • Integration execution and Day 1 readiness planning
  • Synergy identification, tracking and post-deal value realisation
  • Regulatory and compliance risk management throughout the deal
Advisory & Consultancy

Expert Consultancy

Experience-led advisory for transformation and change

Borne from extensive experience scoping, mobilising and delivering projects, transformation and Continuous Improvement / Operational Excellence initiatives across regulated financial services businesses over 10+ years. We bring practical, execution-focused insight — not just strategic observation — to every engagement.

  • Business transformation scoping, mobilisation and delivery
  • Continuous Improvement and Lean Six Sigma programmes
  • Operating model review, redesign and implementation
  • Target operating model (TOM) design and transition planning
  • Regulatory and compliance advisory for regulated FS businesses
  • RPA, digitisation and process automation programmes
  • Strategic change, organisational design and effectiveness
Why Momentum

What differentiates us.

Lived Experience — not theory

Our Founder has held COO and senior operational roles across regulated financial services 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 complex multi-jurisdictional and regulated environments across Crown Dependencies and internationally.

Transformation That Sticks

A proven track record of delivering complex transformation and Operational Excellence programmes that achieve lasting change — not just recommendations presented in a deck.

AI-Native Delivery

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

Experience Snapshot

Our Founder's track record.

More than 15 years of C-suite operational leadership in regulated financial services, including senior COO roles at UBP, IQ-EQ, and Apex Group, and M&A leadership at JTC Group.

COO leadership across private banking, funds, trust and corporate services in Jersey and internationally
Operating model redesign and TOM implementation in complex, regulated environments
Technology transformation, RPA, digitisation and AI deployment programmes
Multi-jurisdictional regulatory risk management including JFSC and substance compliance
M&A integration and separation programme leadership across multiple jurisdictions
Continuous Improvement and Lean Six Sigma programmes in regulated FS businesses

Earlier career as a Commissioned Officer in The Parachute Regiment provides an additional foundation in leadership under pressure, structured decision-making, and execution discipline.

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