Consulting firm in
Leaning on its proficiency in financial services consulting, Bolder Advisory is dedicated to exceeding the expectations of its clients and partners. The firm is focused on designing tailored solutions addressing their clients’ specific needs, challenges and constraints. Driven by an unwavering commitment to excellence and satisfaction, for both its employees and clients alike, Bolder Advisory stands as an independent top-tier consultancy firm.
Bolder Advisory’s services’ portfolio derives its strength from a multidisciplinary team with sharp and recognized expertise covering the entire value chain from end to end. This proficiency has been cultivated through the successful execution of numerous programs and projects for various financial institutions in France and Europe.
Words from the Partners
“Drawing upon more than two decades of operational experience in providing advisory services to key stakeholders within the financial sector, including regulatory bodies, our profound understanding of strategic orientations and inherent operational constraints, coupled with our analysis of present challenges, allows us to come with innovative solutions to tackle current and future issues. These solutions cover transformation, operational efficiency, profitability, and address contemporary imperatives such as digitalization and ESG considerations.”
Thuy-Linh Nguyen and Abdelghani Khadraoui, Partners Bolder Advisory
Boldness
By advocating boldness, Bolder Advisory distinguishes itself and offers unique and innovative solutions, pushing the boundaries of established norms. The firm gives itself the means to challenge the status quo, enabling it to react quickly and adapt to new market realities and customer needs.
Commitment
Convinced that giving the best of oneself is a key factor in satisfaction and success, Bolder Advisory makes it a point of honor to keep its commitments to its employees and clients and is closely involved in their support by advocating a humane and responsible approach.
Excellence
Bolder Advisory places particular emphasis on excellence. In the context of its services, the firm commits to consistently delivering exceptional work, ensuring the quality of deliverables and the respect of projects deadlines. All team members share this fundamental value ingrained in the firm's DNA.
Integrity
Bolder Advisory is dedicated to consistently upholding its code of conduct, where respect, honesty, confidentiality, and transparency are paramount. These qualities are essential and enable the firm to establish and maintain long-term trust-based relationships with its clients and partners.
Impact
Bolder Advisory prioritizes delivering concrete, positive, and sustainable impact. The firm strives to co-create and offer the most suitable solutions addressing its clients' challenges and objectives. Bolder Advisory's ambition is to turn each project into a collective success story resulting in tangible added value and increased efficiency.
Our values
We believe in embodying and upholding strong, humane, and responsible values, and promoting a culture of excellence in service of our mission.
Our values
Boldness
By advocating boldness, Bolder Advisory distinguishes itself and offers unique and innovative solutions, pushing the boundaries of established norms. The firm gives itself the means to challenge the status quo, enabling it to react quickly and adapt to new market realities and customer needs.
Commitment
Convinced that giving the best of oneself is a key factor in satisfaction and success, Bolder Advisory makes it a point of honor to keep its commitments to its employees and clients and is closely involved in their support by advocating a humane and responsible approach.
Excellence
Bolder Advisory places particular emphasis on excellence. In the context of its services, the firm commits to consistently delivering exceptional work, ensuring the quality of deliverables and the respect of projects deadlines. All team members share this fundamental value ingrained in the firm's DNA.
Integrity
Bolder Advisory is dedicated to consistently upholding its code of conduct, where respect, honesty, confidentiality, and transparency are paramount. These qualities are essential and enable the firm to establish and maintain long-term trust-based relationships with its clients and partners.
Impact
Bolder Advisory prioritizes delivering concrete, positive, and sustainable impact. The firm strives to co-create and offer the most suitable solutions addressing its clients' challenges and objectives. Bolder Advisory's ambition is to turn each project into a collective success story resulting in tangible added value and increased efficiency.
We work in
Banking
We leverage our industry expertise and best practices to assist banks in enhancing their operational efficiency, ensuring regulatory compliance, adapting to market dynamics, all while maintaining competitiveness and fostering growth.
Capital Markets
We leverage our industry expertise and best practices to assist banks in enhancing their operational efficiency, ensuring regulatory compliance, adapting to market dynamics, all while maintaining competitiveness and fostering growth.
Asset management
We design tailored portfolio management solutions, including performance analysis, risk management, and we leverage our expertise in investment products and distribution strategies.
Our Team
Our senior team is composed of talented, agile, and multidisciplinary professionals, possessing a comprehensive skill set combining business and operational experience, regulatory expertise, data management, modeling, IT proficiency, and project management & steering. This enables us to effectively address the diverse needs of our clients:
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- Recognized experience and numerous references in overseeing and managing large-scale projects and programs for major French and European financial institutions, encompassing both universal and specialized financial institutions.
- Leveraging adaptable approaches and advanced methodologies, we combine precision with innovation, enabling us to swiftly and proportionally address the diverse issues and challenges faced by financial institutions.
- A transversal vision of industry best practices acquired through numerous successfully executed missions within various international financial institutions.
- Numerous references and substantial experience, we excel in engaging and managing relationships with French and European regulatory bodies, possessing in-depth knowledge of regulatory expectations
- Recognized experience and numerous references in overseeing and managing large-scale projects and programs for major French and European financial institutions, encompassing both universal and specialized financial institutions.
Our capabilities
Finance
Bolder Advisory supports Finance departments in addressing challenges related to performance management and the transformation of the Finance function, while seeking to optimize capital allocation, control costs, and ensure competitiveness in the market.
Risk
Bolder Advisory guides its clients in the design, diagnosis, and implementation of mechanisms for identifying, quantifying and managing both financial and non-financial risks, while addressing new regulatory constraints and technological challenges.
Compliance
Bolder Advisory supports its clients in ensuring compliance with regulation and internal standards/procedures while strengthening their control mechanisms. This expertise is led by a team of experts who have closely collaborated with various supervisory bodies and is supported by a regulatory watch unit.
ESG
Bolder Advisory assists its clients in drafting the guiding principles of their ESG frameworks and in their operational roll out (including designing ESG policies, creating Target Operating Models, and defining methodologies for identifying and assessing ESG risks…).
Process and Organization
Bolder Advisory helps its clients in achieving their strategic goals by evaluating the effectiveness of the means (organization and processes) in place and taking concrete actions to improve performance and oversee major transformation programs.
Data & Digital
Bolder Advisory designs and implements innovative solutions aimed at capitalizing on the opportunities offered by the exploitation of data and new technologies to improve the efficiency of practices and processes (optimization of data architecture, digitization, industrialization/automation, etc.).
