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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 2022. 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?

Do less and make more

14th January 2021

If you run your own money this may save you ten years of work, (honestly). My investment journey started over thirty... read more

What's first strategy or risk appetite?

2nd December 2020

A regular feature in the Investors Chronicle is a column called “Portfolio Clinic”, it evaluates a reader’s... read more

Capital Question

6th October 2020

Capital adequacy is right up there in terms of importance and quite rightly too as it’s a measure of the ability to... read more

Basis Risk Appetite

28th September 2020

For most Boards it matters when your basis risk exceeds that of your peer group because you are an “outlier” and... 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