Walbrook Partners

PO Box 13629, London, W3 9WZ.
+44 (0)7801 706192
Karen Bond

Walbrook Partners are subject matter experts with deep, real life, industry experience gained in operational roles and consultancy. We provide support across a range of relevant and current areas of interest, including client money and asset regulation (CASS), Wealth, Investment & Asset Management and Platform development and propositions, Platforms, Transfer Agency and Outsourcing selection, implementation and management. We specialise in providing training which is:

-          Pragmatic in explaining the application of the rules, not just what they say

-          Based on real life examples

-          Interactive and specific to the business activities of the participants

-          Reflective of current industry trends, best practice and the expectations of auditors and the regulator

-          Training for all levels of experience, from aware to expert to board level.


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