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What We Do

Services

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

Fractional COO

fCOO Services

Embedded operational leadership for your business

Senior leader listening attentively in a board meeting

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

Programme plan shown as a Gantt chart on a laptop

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

Reviewing financial charts during deal analysis

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

Advisers working through a problem with a client team

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
AI & Data Protection

AI Governance & Data Protection

Responsible AI adoption and data protection compliance, led by an experienced DPO

Professional reviewing data protection and AI governance dashboards overlooking a Jersey harbour at sunset

We help regulated businesses adopt AI with confidence and meet their data protection obligations. Our Founder has been the Board member accountable for data protection, cyber security and AI oversight, and has served as Data Protection Officer for three regulated financial services groups in Jersey. Whether you need an independent review, a framework built from the ground up, or an ongoing outsourced DPO, we provide practical, proportionate support that stands up to regulatory scrutiny.

  • AI strategy and governance reviews, including independent assurance of existing AI programmes
  • AI policies, acceptable use policies, AI risk registers and risk management frameworks
  • AI tool due diligence and safe deployment, including Microsoft 365 Copilot
  • Data protection and GDPR compliance reviews under the Data Protection (Jersey) Law 2018, UK GDPR and EU GDPR
  • Privacy notices, records of processing, DPIAs and data protection risk assessments
  • Outsourced Data Protection Officer (DPO) services, including JOIC liaison, breach management and data subject requests
  • Board and staff training on AI governance and data protection
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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