With decades of experience in the banking sector, our Financial Services team has a deep and thorough understanding of the industry.

We delve into the challenges and opportunities for banks and other financial services firms; taking a closer look at the impact of various factors and how firms can manage and capitalise on these, and exploring the importance of a well-considered strategy. 

On this page you will find our most recent Financial Services Yearbook, along with a selection of whitepapers from our expert team.

Financial Services Yearbook

The 2026 Financial Services Yearbook brings together expert insight from across our Financial Services team - highlighting the key themes, challenges and opportunities shaping the sector in the year ahead, whilst assessing 2025 and how the past is shaping the future. From market transformation and regulatory change to the rise of AI and shifts in customer expectations, this year’s edition provides practical perspectives to help firms adapt, innovate and grow with confidence.  

Our dedicated team are close to the sector and connected to our clients. These insights are developed from a deep understanding and passion for the sector. A reflection on the previous year and how the year ahead will be shaped is a valuable exercise, especially in the fast-changing world of financial services.  

Explore the full publication to understand the forces redefining financial services in 2026 and beyond. 

Whitepapers

Building a scalable finance function for venture capital fund managers (July 2025)

As venture capital fund managers navigate the complex world of fund structuring, compliance, and investor relations, the importance of a well-designed finance function cannot be overstated.

Walking the AI Tightrope – balancing the risks and rewards (May 2025)

The AI market is expanding rapidly, with businesses and governments globally racing to harness its potential. Industry leaders like OpenAI, Microsoft, and Nvidia continue to innovate, while major public investments, particularly in the US, China, and Europe, underline AI’s growing geopolitical importance.

Steering clear of roadblocks: change pitfalls to avoid (March 2025)

Embarking on major change initiatives without effective planning often leads to setbacks. While strategy may define the 'what’ and the ‘why' to change, neglecting the 'how' can hinder success. Despite this, many change programmes move into the implementation phase without sufficient planning and suffer the consequences.