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Financial Services




Berkeley Research Group provides integrated services on matters relating to financial institutions throughout the world. Combining a full range of world-class credentials, experience, and resources, this approach to banking-related issues provides clients with comprehensive analysis of the issues they confront.

BRG experts have deep experience advising regulated financial institutions, investors, and their attorneys on issues including regulatory and risk management matters, financial services industry practices, financial strategies, and litigation challenges. BRG works with financial institutions in both business and litigation contexts, providing economic and financial consulting and expert testimony.

Our People

Our team advises clients across retail, mortgage, investment, and commercial banking; consumer finance and leasing; and insurance and investment management.  They have world-class capabilities to support financial services organizations and FinTech firms in setting and executing strategy against a backdrop of increasingly challenging competitive and regulatory environments.

Our professionals’ credentials span multiple industries and the public sectors, enabling them to bring a diverse experience of best practice, innovation, and market-disruptive opportunities to financial services. They have worked with numerous clients to build value and:

  • Accelerate business performance through strategy setting and execution; business and operating model design; acquisition and merger support; market entry strategy; and channel and product strategy. Their work is underpinned by deep market insight and data analytics.
  • Reduce firms’ risk exposures to regulatory, compliance, and criminal issues. Our experts focus particularly on corporate governance, conduct, and cybercrime, optimizing firms’ strategic human capital through services spanning culture and organization design to executive search, interim management, diversity, and board development and effectiveness.
  • Advise on issues of value across the range of businesses, assets, and processes. Work encompasses both advice for internal decision making and expert opinion in both commercial and contentious arenas.

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