Kennebrook

Client success

Case studies from strategy to execution and regulation.

These examples summarize work delivered for large financial institutions, market infrastructure providers, industry groups, and capital markets clients, including target operating model work.

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Use these stories to understand the type of business problems we can help structure and deliver.

20+Client success stories across strategy, execution, and regulation
150FTE working group led for European listed derivatives clearing
$150M+Experience managing programs as large as 150 million dollars
3Continents of bank, dealer, market infrastructure, and regulatory program experience

Case study slides

Browse the work, one story at a time.

01 / 08

European Listed Derivatives

European Client Clearing Business

Built a compliant client clearing business across London, Charlotte, and New York.

150 FTE working group led

Delivered

Target operating model, regulatory workstreams, carry broker/LME/LME Clear onboarding, and scalable growth model.

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We supported the launch of European listed derivatives client clearing from the ground up, aligning functions, geographies, regulations, and product access needs into one build path.

CCAR

Program Management

Restructured regulatory capital governance into a sustainable BAU model.

TOM designed

Delivered

Program assessment, governance redesign, oversight model, reporting automation roadmap, and controls uplift.

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The engagement improved program efficiency and stakeholder confidence by clarifying ownership, governance cadence, and long-term operating processes.

Volcker Rule

Compliance Program

Supported regulatory compliance across trading desks and asset classes.

Compliance achieved

Delivered

Volcker advisory, CFTR/TOTUS metrics implementation, reference data framework, and project leadership.

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The work helped operationalize compliance requirements across trading desks with a stronger metrics and reference data foundation.

Central Clearing

Fixed Income CCP Adoption

Moved buy-side CCP adoption from concept to Canadian market standard.

Industry standard set

Delivered

Client onboarding, business cases, clearing model analysis, marketing materials, client meetings, and workshops.

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The work assessed cost, pricing, risk, legal, regulatory capital, accounting, and operations across clearing model options.

Collateral Management

Industry Infrastructure Solution

Helped a Canadian bank/dealer consortium shape shared infrastructure.

Business case delivered

Delivered

Global benchmarking, TOM options, requirements gathering, and decision-ready business case.

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The engagement compared global collateral management models and translated them into practical options for the Canadian market.

Post-Trade Modernization

Post-Trade Modernization

Structured a market infrastructure modernization program for delivery control.

Enterprise program led

Delivered

Governance, communications, executive oversight, financials, dependencies, demand planning, and capacity planning.

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The program embedded governance and communication structures while improving visibility into resourcing and external dependencies.

Research & Market Positioning

Market Positioning Advisory

Created regulator-facing positioning for a complex capital markets strategy.

Report published

Delivered

Market research, capital markets analysis, regulatory arguments, and engagement support.

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The published report became a key reference for regulator-facing discussions and helped strengthen the client’s credibility.

Merger Integration

Global IB Platform Integration

Integrated investment banking platforms after a major merger.

Accelerated delivery

Delivered

Client coverage alignment, technology integration, capital commitment transition, and cross-sell process coordination.

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The transition unified global investment banking capabilities across the merged organization with an accelerated delivery timeline.