• We help you define, plan and deliver your projects in Banking and Investment Management

    Practical

    We are very delivery-focused, hands-on, pragmatic, efficient, easy to work with, and focused on your outcomes

  • We help you define, plan and deliver your projects in Banking and Investment Management

    Sustainable

    We have long-term relationships with our clients where we help build internal knowledge and capability as part of project delivery

  • We help you define, plan and deliver your projects in Banking and Investment Management

    Innovative

    We have the skills and experience to tailor solutions, resources, approaches and methodologies to help you deliver

How we can help you

With over 60 consultants working with financial services businesses across the United Kingdom, Europe, and North America, we can help with every aspect of project management, project delivery, and business consulting. Projecting has a track record of delivering strategic, regulatory, technology, data, and sustainability projects, with a highly responsive team and a business model that allows us to start helping you quickly. Our clients include all sizes of banks, investment managers, fund managers, wealth planners, custodians, outsourced providers, and system suppliers.

We can help with all of your transformation and digitisation, including:

  • Business consulting
  • Business analysis
  • Programme, portfolio, and project management and execution
  • Transformation governance and structure, including PMO
  • Strategy & business case development

We customise everything we do to what you need, taking into account the size, complexity, and culture of your organisation. We know that one size does not fit all.

  • Listen

    so that we understand what you need

  • Advise

    on the best approach for you (even if that is “do nothing”)

  • Support

    from initial exploration of a project through to go live delivery

  • Deliver

    our project & programme managers, business analysts and subject matter experts can help with all or part of your project delivery

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Our People

Projecting – Meet the Team

Our senior management team have almost a century of experience in financial services delivery, gained working with private, retail, and investment banks; investment and fund managers; and strategic and big 4 consultancies. They are hands-on with all of our clients, supporting both the clients and our onsite team across all of our projects.

David Hamilton

David Hamilton

Director

Founder of Projecting. Specialist in Project and Programme Management.
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David Ferrin

David Ferrin

Director

Head of our Investment banking and Fintech practices, David has extensive experience in consulting and banking in both the UK and Spain.
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Monica Johnston

Monica Johnston

Senior Manager

Highly experienced Project Manager with a track record of delivering on strategic and regulatory projects and turning around projects in difficulty.
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Matthew Howells

Matthew Howells

Managing Consultant

Matt has over 20 years experience in Project and Change Management roles within the financial services sector, managing banking and credit initiatives. During his career he has managed and delivered business and IT projects,and operating model change.

Our Team

Our growing team of experienced programme managers, project managers, business analysts, business consultants, and subject matter experts support our clients on a range of deliveries across Europe and North America. They have a wide range of experience covering all of the areas that we specialise in. One of our key principles is that we align the skills and experience of our team members to the work that they are doing. Our projects will always have experienced, qualified people, with the right expertise.

Our Clients

We are currently working with over 30 organisations across the different parts of financial services that we specialise in. With all of our clients, we are happy to do free exploratory and scoping work to understand how we can best help you. Our clients include:

RBSI
Santander
Arbuthnot Latham
Hampden & Co
Multrees
True Potential
Nucleus
Charity Bank
Momentum Logo
Seneca Investment Managers
Wealth Dynamix logo
Aubrey Capital Management
Imantia Capital
James Hambro & Partners
Lothian Pension Fund
Aquanima
Hawksmoor
Anderson Strathern Asset Management
IWP
Case Studies
FSQS Registered

Projecting is an FSQS Registered supplier.

FSQS is a community of financial institutions including banks, building societies, insurance companies and investment services, collaborating to agree a single standard for collecting the increasing amount and complexity of third party information needed to demonstrate compliance to regulators, internal policies and governance controls.

Click on the logo to find out more.

Recent Articles

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ESG Projects

The investment sector is very focused on ESG at the moment, with new regulations coming into force and the desire of businesses to make a difference. In such a fast-moving environment, where do you start when you need to set up an ESG project?
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Whose Project is it anyway?

On Projects there is sometimes an assumption that you ‘just know’ what you should be doing, but that is rarely the case. This short article explains what to think about and what to ask.
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Turning Projects Around

We often get asked to help turn around projects that are struggling. How do you do it? There is no right answer, but we've written this short article with some thoughts and tips.
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