Our Expertise

For two decades, we have been providing services to leading UK and international financial institutions.
 
Please call us to discuss how we might be able to help you.
Strategic Advice

Over the years we have provided strategic advice to a wide range of UK and international organisations active in the financial services sector.

 

Our clients include many life insurers, banks, asset managers, investment banks, and others such as financial regulators, law fiirms, actuarial consultancies and technology and outsourcing providers.

 

 

Financial Technology

In partnership with eValue and Towers Watson, we have successfully designed, delivered and managed high quality financial modelling tools to help product providers and financial advisers enhance the decision-making and advice process to the benefit of consumers. Clients have included AEGON, Fidelity, Skandia and Scottish Widows.

 

We have particular capability in areas such as drawdown, with profits, variable annuities and other propositions with complex tax and guarantees features.

 

Business Development

We have a proven track record of assisting financial institutions and financial sector service providers plan and achieve their business development objectives, breaking into new markets as well as enhancing their positioning with regard to existing activity.

 

Take advantage of our market insights and industry connections to help boost your organisation.

 

Market Insights

We are renowned for our influential and game-changing market insights, and our services have been used by HM Treasury, the House of Commons Treasury Committee and the UK Financial Services Authority, as well as by many insurers, banks, fund management groups and others.

M&A Support

We have worked on many transactions over the past 20 years, supporting investment banks, corporate finance boutiques, private equity firms, as well as providing direct assistance to buyers and vendors.

Publications & Data

Our "UK LIFE & PLATFORMS" publication has been referred to as "The Industry Bible", has been published regularly since 1997, and has a loyal subscription base across the industry.

The latest Cazalet UK LIFE & PLATFORMS includes a 625 PDF containing many hundreds of charts and tables and is supplemented by a set of 20 spreadsheets containing tens of thousands of life sector data points.