Join Mailing List

For latest news and information about Treasury and Financial Markets, enter your details below:

Training and Consultancy in Treasury and Capital Markets

This website provides you with information about training and consulting in Treasury

This is the place where banks, building societies and companies manage their money. It's an area in the news. It's also the focus of regulation. It's all changing. Do you need to know more? Do you need expert advice now? The following may help you.

Consulting

Risk has never been scrutinised so closely. Everyone is asking questions. Maybe the pressure is on and you just need expert and independent advice. Treasury consultancy may provide the answer.

Consulting

In-house Courses

These are tried and tested. They are have been used by over 115 clients on more than 300 occasions. They are in-house, suitable for small groups and tailored to your needs.

Quick Guides

Open Courses

Occassional courses on Treasury and risk that are available to everyone in 2016. Small groups centrally held in the UK. Full course details and online booking.

Open Courses

Governance

It's a lot more complicated. There is a lot more of it. Interpreting the rules and guidance and determining how it fits your business isn't easy. These publications will help.

Regulation

Elearning

30-45 minute modules. Web based they are new and all about products, risks and regulations. Decide who has access. Select what you need. Record what's been done.

Elearning

Market Guides

These are selected publications. They explain what you need to know. You can read a summary and if it's relevant you can access by payment. Use them to rapidly build your practical knowledge.

Market Guides

What's new?

FX - more than a rate

31st July 2016

Many banks completely avoid foreign exchange risk. They borrow and lend in the same currency. Any customer trades... read more

Cash vs shares

26th June 2016

Paul Lewis in an article in the FT on 18/6/16 (Cash v stocks: the winner may surprise you) has uncovered something that... read more

Operational risk & common sense

19th May 2016

People, systems and external events all generate operational risk. In the words of one Rogue trader “It’s sure to go... read more

Fact or fiction?

21st April 2016

Forward looking projections ask us to look into the future. Their uses are varied and range from planning and risk to... read more

Some of my clients

  • Abbey National
  • ABN
  • AIB
  • Alpha Bank
  • ANZ
  • Arab Bank
  • Atlas Copco AB
  • Banco Santander
  • Bank of Ireland
  • Bank of Scotland
  • Bayerische Landesbank
  • BBVA
  • BIS
  • BNY Mellon
  • Bradford & Bingley Plc
  • BACB
  • Bumiputra Commerce
  • Cardano Risk Management
  • Citco Fund Services
  • CMA Vision
  • Commerzbank AG
  • Coventry Building Society
  • Deutsche Bank
  • DZ Bank Frankfurt
  • Electrolux AB
  • FSA
  • GZ Bank Plc
  • Habib Allied International
  • ICAP
  • IIB
  • ING Lease
  • Innospec Ltd
  • Investec
  • Irish Life
  • Julian Hodge Bank
  • Leeds Building Society
  • Lloyds Banking Group
  • Moscow Narodny Ltd
  • Mutual One
  • Nationwide Building Society
  • NIB Capital Bank NV
  • Nokia Finance
  • Paribas
  • PLIVA
  • Rabobank
  • RBC
  • Reuters
  • Royal Bank of Canada
  • Royal Bank of Scotland
  • RP Martin
  • RZB
  • Sainsburys Bank
  • Scotiabank
  • SGZ
  • Skipton Building Society
  • Skopbank
  • Svenska Handelsbanken
  • Swansea Building Society
  • TCX
  • Transport for London
  • UniCredito
  • United National Bank
  • Yorkshire Building Society
  • Zanders & Partners