Interim Executive Services

When your trust company faces transition, growth, or regulatory pressure, you need experienced leadership who can step in immediately and deliver results.

Typical Engagements:

  • 3–6 month interim COO or CRO roles

  • Leadership during leadership succession or restructuring

  • Regulatory response and remediation programs

  • Post-acquisition integration and operational transformation

What Clients Get:

  • Immediate operational stability

  • Strategic leadership through complex change

  • Hands-on process improvement

  • Regulatory credibility with HKMA/MAS

  • Knowledge transfer to internal teams

Ideal For:

  • Trust companies navigating regulatory scrutiny

  • Firms facing talent gaps at senior leadership level

  • Organisations undergoing M&A integration

  • Companies needing transformation expertise without permanent hire

Engagement Terms:

  • 3–6 month contracts (flexible)

  • Part-time or full-time (typically 3–5 days/week)

  • Hong Kong or Singapore based, with regional travel

Operational Consulting

Most trust companies have processes that evolved organically over decades. They work - but they're expensive, inefficient, and fragile.

I help you fix that.

Controls Assessment & Enhancement

  • End-to-end review of operational controls

  • Gap analysis against HKMA/MAS expectations

  • Remediation roadmap with prioritised actions

  • Implementation support

Process Optimisation

  • Map current state process(es) (all handoffs, approvals, touchpoints)

  • Identify inefficiencies and redundancies

  • Redesign streamlined workflows

  • Implement standardised templates and automation (where possible)

Efficiency Transformation

  • Quantify current cost per client/transaction

  • Benchmark against industry standards

  • Deliver measurable cost reductions (typically 15 - 30% in targeted areas)

  • Build sustainable operational models

Typical Project Timeline:

  • Assessment phase: 4–6 weeks

  • Design & pilot: 6–8 weeks

  • Full implementation: 8–12 weeks

Engagement Models:

  • Fixed-fee project work

  • Day-rate consulting

  • Retainer for ongoing operational support

Regulatory Preparedness

Asia's regulatory environment is tightening. Enhanced supervision, stricter AML requirements, new compliance expectations.

I help trust companies prepare - or respond when scrutiny arrives.

Regulatory Readiness

  • Prepare for HKMA/MAS inspections and reviews

  • Gap analysis against regulatory expectations

  • Documentation and evidence preparation

  • Mock regulatory reviews

Regulatory Issue Management

  • Respond to regulatory findings or enforcement actions

  • Design and implement remediation programs

  • Manage regulator relationships and communications

  • Demonstrate measurable improvement

Cross-Border Compliance

  • Navigate multi-jurisdictional regulatory requirements

  • Harmonise compliance across Hong Kong, Singapore, and other markets

  • Leverage experience across HKMA, MAS, CSSF, JFSC, FCA

Typical Scenarios:

  • Preparing for enhanced supervision under HKMA's SPM TB-1

  • Responding to MAS enforcement actions

  • Building robust AML/sanctions frameworks

  • Demonstrating conduct culture to regulators

Pricing

I work on flexible terms tailored to your needs:

  • Interim Leadership: Monthly retainer (typically 3–5 days/week, HKD220k full time)

  • Consulting Projects: Fixed fee based on scope (HKD 200K–800K for typical engagements)

  • Regulatory Support: Day rate or project-based pricing

All engagements begin with a no-obligation consultation to understand your needs and determine fit.