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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.


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.


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 2017. Small groups centrally held in the UK. Full course details and online booking.

Open Courses


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.



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.


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?

Events happen

22nd August 2017

During the summer regulators have been busy. Latest musings highlight the risks that threaten. A perennial theme seems... read more

How much?

4th July 2017

How much should I invest in stocks? How much should we hold in liquidity? These similar questions arise from... read more

The wealth effect

6th June 2017

To be an equity investor (active or passive) you must be an optimist. You believe that the future will be better and... read more

Going North

14th May 2017

According the FT on 27/4/17 local councils are borrowing from the Treasury at about 2.5% to fund real estate yielding... 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
  • 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