EXECUTIVE SUMMARY
FinFortis is a boutique financial consultancy firm with a strategic presence in London and Dubai. The firm delivers unparalleled value by leveraging a unique blend of expertise, experience, and network to drive exceptional outcomes for clients, particularly in the Middle East and Europe.
With decades of industry expertise, FinFortis prides itself on a culture of trust, transparency and excellence
KEY STRENGTHS
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01
Proven Financial Expertise
Founded by a former CFO of a multi-billion-dollar Swiss bank, FinFortis embodies a wealth of financial expertise and strategic insights.
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02
Regional Experience
A team with over 30 years of hands-on experience in key financial hubs, including London, Geneva, Dubai and Abu Dhabi, providing deep knowledge of the regional market dynamics.
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03
Robust Networks
Access to a strong network that has successfully raised multi-million-dollar investments for start-ups complemented by a local network of High Net Worth Individuals (HNWIs) and institutions.
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04
Regulatory and Compliance Experience
Expertise in navigating complex regional compliance and regulatory frameworks, ensuring clients operate seamlessly within legal and policy standards.
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05
Specialist Startup Expertise
Extensive experience in empowering startups to scale and succeed by navigating critical growth stages such as fundraising acquisitions, operational integration, regulatory compliance, and technology enablement.
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06
Global Access and Connectivity
Market presence in the UAE and the UK with a strong network in Switzerland, offering clients international roach and cross-border investment opportunities.
Our Perspectives
When services are fragmented across multiple providers, critical details and strategic nuances can get lost in translation FinFortis eliminates these inefficiencies by harmonizing all key services in-house. This approach allows us to
See The Bigger Picture
We understand trust businesses are systems of interdependent moving parts Whether it's raising capital, optimizing your finances, ensuring compliance, or integrating acquisitions, we focus on these elements working together rather than in isolation.
Streamline Decision-Making
With one team managing all facets of your financial journey, we can eliminate slos reduce redundancies, and make agile, well-formed decisions tailored to your unique needs.
Deliver Tailored Solutions
By having deep insight into all operational aspects of your business, we are uniquely positioned to craft solutions that align with your long-term goals and market realities,
Maximize Client Value
Synergy means no missed opportunities and no conflicting priorities. It ensures every effort is aligned to create cohesive impactful results for your business.
Expert skills
Strategy
Buisness planning
Transformation
Exit planning
Start-ups
Regulatory compliance
International experience
UNDERSTANDING YOUR REQUIREMENTS -
OUR PROCESS
At FinFortis, we recognize that every business is unique. That’s why we’ve developed a thoughtful and methodical process to deeply understand your requirements, address your challenges, and deliver the most effective solutions.
Discovery
We start by asking the right questions and listening carefully Our team conducts in-depth consultations to understand your business goals, pain points, and aspirations
Analysis
Leveraging our expertise across finance, compliance, and operations we analyze how each aspect of your business interacts with the others This helps us uncover hidden opportunities and potential risks.
Solution
Based on our findings, we craft a custom strategy designed to address your unique challenges. We focus on solutions that are actionable, efficient, and aligned with your broader business vision.
Implementation
With all services under one roof, we don't just plan-we execute. From capital raising to compliance management and operational integration, we work seamlessly across teams to bring your strategy to life.
Feedback
We value your input every step of the way. Our process includes feedback loops to ensure we are always aligned with your evolving needs.
Key Projects
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Sr.
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Projects
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Impact
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Industry
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1
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Commercial strategy –Evaluation, Implementation & Execution
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17% increase in profitability
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Wealth/Asset Management
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2
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Credit Pricing overhaul
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19% growth in revenues from Lending activities
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Wealth/Asset Management
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3
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Start up - Wealth management (Abu Dhabi)
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$350m AUM within 3 years
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Wealth/Asset Management
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4
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Liquidity optimisation / enhancing credit capacity
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37% increase in credit/lending capacity, generating $3m annually
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Banking
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5
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SAP implementation
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Efficient system - quality and speed of reporting, consolidation. (Group reporting time frame from T+10 to T+3)
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Wealth/Asset Management
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6
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IFRS 9 & IFRS 16 implementation
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Complete audit and regulatory compliance
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Wealth/Asset Management
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7
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Global Performance management system - complete cycle
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46 man days saved across the Group Finance division, Swift decision making
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Wealth/Asset Management
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8
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Expensewatch - Global cost management and reporting system
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Reduction in charge out time by 37 days for project based advisory business
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Banking
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9
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Sunguard Reconciliation system
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Reducing reconciliation time by 70%
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Banking
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10
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Post acquistion integration - South Africa
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Swift integration of new acquistion - all key deadlines met
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Banking
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11
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Post acquistion integration - Cairo
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Swift integration of new acquistion - all key deadlines met
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Banking
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12
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Client money / Client Assets
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Swift integration of new acquistion - all key deadlines met
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Wealth/Asset Management
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