View a small sample of our experience by project type
All projects at a glance
Matt BalmerDownload a matrix of clients with project types Here is a list of our unrivalled client list (by region) which we have had the honour to work with. Also view an introduction and brief background on …
Capital Market Development Strategy – Poland
Matt BalmerJan - Dec 2018 The EBRD and EU SRSS financed an advisory program for the Ministry of Finance, Poland to analyse and design the Capital Market Development Strategy for the next phase of Polish financial market …
Kuwait Clearing Company
Brian Taylor2015 - ongoing Strategy Advice Preparation of a multi-disciplinary strategy covering business, operational, financial, legal and HR segments. The 5-year strategic plan (2016 - 20) received Board and CMA approval and through the implementation process made a …
SIX Swiss Exchange
Matt BalmerFeb 2010 to November 2012 Summary 2.5 years of strategic advice to SIX Swiss Exchange including stakeholder management for key strategic initiatives, design, development and implementation of new markets (SLS dark pool, corporate bond trading, ESMA requirements, …
Malta Stock Exchange
Matt BalmerOngoing advice between 1989 and 2015 Development of a 3-year strategy for the exchange and CSD. SME Market - Prospects: Design and management of a national programme for the development and launch of an SME market co-ordinating …
Dar-es-Salaam Stock Exchange
Matt BalmerVarious projects between 2012 - 2017 2 strategies (2012-17, 2018-22), New Product Development strategy, rule book re-write, training for a new SME market including the roll out of a nationwide initiative plan over a five-year period. …
PLUS Markets UK
Matt BalmerJan 2007 to March 2010 Summary Executive insourcing for the role of Chief Financial Officer and Chief Technology Officer. Successful fund raising of £25 Mn and listing on AIM. RFP, selection, implementation and operation of a complete MIFID compliant …
EBRD – Ministry of Finance, Poland
Brian TaylorFeb 2017 - ongoing Designed a Polish Capital Markets Development Strategy (2019 - 2023) which enables the capital markets to achieve some key development goals: becoming a major engine of economic development and an innovation catalyst …
A Swiss Private Bank
Brian Taylor2018 - onwards Providing strategic advice and research on the design of a new innovative end-to-end market structure for the trading, settlement and custody model for tokenised instruments, including the use of blockchain.
Warsaw Stock Exchange
Brian TaylorGround-breaking 5 Year Strategy (2018 - 2022)
Georgia Stock Exchange and CSD
Brian TaylorTrading systems requirements review and liquidity development.
Tadawul and SDC
Brian TaylorJune to December 2016 Business Requirements Specification for a multi-asset (fixed income, equity, derivatives, commodities) CCP and CSDR (including registry) compliant with PFMI-IOSCO requirements, international investor requirements and local needs. Resolved a range of significant unclear issues …
Central Bank of Sri Lanka, Securities Exchange Commission and Colombo Stock Exchange
Brian TaylorJan 2015 to Sept 2016 - Multi-asset class CCP - Inception Phase & RFP IT Selection Undertook a current state assessment of the trading and post-trade infrastructure for all asset classes in Sri Lanka, consulted with …
Warsaw Stock Exchange and Treasury Bondspot
Brian TaylorJan - June 2018 - Strategy The Warsaw Stock Exchange Group which includes the Treasury Bondspot Government securities market, KDPW CCP and CSD, and the TGE/IRGIT energy and commodity markets. In the Government Securities and Fixed Income …
Stock Exchange of Thailand – Trading System RFP, Market Readiness & HFT Strategies
Brian TaylorNov 2013 to May 2015 SET retained BTA to provide mentoring assistance initially for the RFP selection process for a replacement system RFP for a multi-asset class trading and surveillance system. Following the selection the project …
Oslo Børs – Surveillance Systems
Brian Taylor2002 Prepared a business plan in which the following will be considered on a best efforts basis. The aim is to consider each of the areas below and write notes for inclusion in a wider document …
Oslo Børs – Equities and Bonds Trading System Implementation
Brian Taylor1997 - 9 Contract Design, Functional Design, Project and Test Manager at Oslo Børs to create the first successful implementation of a trading system following two previous failures. Update of the existing trading system to include …
London Precious Metals Clearing Limited – Strategy, valuation and rules
Brian TaylorDec 2012 - October 2013 LPMCL is the global clearer of precious metals and is owned by 6 London Banks. BTA won the project to deliver the above by competitive tender and have been working with the …
CMDA Uzbekistan with EBRD
Matt BalmerAug - Dec 19 BTA Consulting Limited from the UK, delivered a world class and achievable capital market development strategy for the CMDA (Competent Authority) and the EBRD for the equity markets. Due to the tremendous …
Capital Market Development Strategy in Slovenia 2021-2025
Matt BalmerJun 2020 - onwards Commencement of the implementation of the Capital Market Enhancement and Development in Slovenia project The Securities Market Agency (ATVP) announces that a Capital Market Enhancement and Development in Slovenia project, financed within Structural …
