Dedicated to our clients’ business

TRIMSTONE OUR WORK

Our
Experience

We combine deep industry expertise with AI-powered insights to unlock competitive advantage.

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Our
Thinking

We have developed unique perspectives on delivering successful change.
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Our
Services

We help our clients to shape and deliver complex change.
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Our Experience

We help businesses unlock their competitive advantage through next-generation consulting that combines deep industry expertise with AI-powered insights.

Managed Europe’s largest
funds platform migration

Managed Europe’s largest funds platform migration

Built and managed a team to successfully migrate €500bn of assets across more than 500 counterparties over a two year period, adapting existing systems and processes.

Role: Chief Transformation Officer

Transformed operations and
technology capability

Transformed operations and technology capability

Integrated the fragmented operations and technology of a global S&P 500 firm into a centrally managed 20,000 FTE service organization, driving $500M of benefits over 5 years.

Role: Group COO

Acquired, integrated and
scaled a digital insurer

Acquired, integrated and scaled a digital insurer

Developed a digital SMB strategy for a global broker, partnering with an Insurtech, then acquired, integrated and scaled the business to form the foundation of the global SMB business.

Role: CEO and Chief Digital Officer

Partnered with a leading European broker to deliver a VCP plan

Transformed core operations through digital enablement and AI-driven automation, streamlining customer acquisition and management processes, and redesigning the advisor compensation model, to align entrepreneurial culture with strategic growth whilst capturing significant EBITDA improvements.

Role: Interim VCP Leader

Partnered with a leading global risk advisor to transform its governance

Established a senior advisory group and governance framework to align investment decisions with strategic and financial priorities, building data tools and processes to enable portfolio-wide visibility, early risk identification, and rigorous senior oversight.

Role: Lead Advisory Partner

Worked with a private equity-backed investment manager to implement a Target Operating Model

Unified multiple acquired UK wealth businesses under a single operating model, embedding central governance while empowering workstreams to deliver integration solutions. Equipped leaders with tools and frameworks to align priorities, accelerate delivery, and build lasting capability for complex, multi-entity growth.

Role: Interim Transformation Officer

What we do

Our Thinking

Cost reduction

Optimising expenses strategically without compromising core value or capabilities.
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People-based change

Transforming organisations by changing behaviours, mindsets, and ways of working.
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Value Creation

Improving portfolio companies’ performance to maximise returns at exit.
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What we do

Our Services

Corporate Strategy & Transformation

Shaping Vision Into Action, Transforming Businesses for the Future.

Transformation & Change

Guiding Lasting Change, Turning Challenges Into Opportunities.

Technology

Bridging Innovation and Impact Through Tech Solutions.

Mergers & Acquisitions

Navigating Complex Deals, Maximizing Strategic Value.

Transformative Leadership

Leading Change to Realise Potential.

Growth Strategies

Accelerating Ambition, Unlocking Sustainable Business Growth.

Our Services

Industries

Financial Services

Banking, insurance, asset management, and payment services that facilitate financial transactions and risk management globally.

Healthcare & Life Sciences

Health insurance and healthcare delivery that advances human health and medical innovation.

Private Equity & Investors

Firms focused on acquiring, improving, and selling companies through active ownership and strategic capital deployment.