Where Strategy Meets Execution

Global Reach, Local Presence

Botsford Associates is a boutique management consulting firm with deep subject matter expertise in capital markets, wealth management, and asset management.

We provide strategic guidance and tailored solutions to our client's most critical and transformative projects globally. Our project portfolio encompasses many initiatives, from complex regulatory changes to operational optimization and digital transformations.

By bridging the gap between business and technology, we enable successful end-to-end execution of innovative strategies and deliver exceptional value with measurable results.

Why Botsford Associates


We think there is a better way to solve complex problems

Latest Highlights

  • Supporting Youth Mental Health at the Bay Street Games!

    May 2025

    In recognition of Mental Health Month, we are thrilled to share that we will be participating in the Capitalize for Kids Bay Street Games on June 5th!

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  • EU and UK Market Abuse Regulation (MAR)

    May 2025

    Regulation Overview and Timelines, Legislation Applicable to EU and UK MAR, What is in Scope of MAR, Market Abuse Offenses and Exemptions, Disclosure Requirements

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  • CFTC Other Commodity Asset Class UPI Rules

    April 2025

    Regulation Overview, Key Objectives, Regulatory Timelines, Proposed Additional Reportable Data Fields, Geographical Masking Decision Tree

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  • CFTC’s Operational Resilience Framework Rules

    April 2025

    Regulatory Overview and Expected Regulatory Timeline, Required Governance of the Operational Risk Framework, The Three Required Component Programs/ Plans: Information and Technology Security (ITS) Program, Third-Party Relationship Program, and Business Continuity and Disaster Recovery Plan, Other Required Elements within the ORF

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What we do

We are dedicated to deeply understanding our client’s businesses and specific needs and partner closely with them to bring resourceful, impactful, and sustainable solutions that drive long-term success. 

As a firm committed to staying at the forefront of technology, we continuously explore real-world applications of big data, predictive analytics, and cloud computing, leveraging these technologies to help our clients capitalize on opportunities for growth in an increasingly competitive market.

Practices

Capital Markets

Our leaders draw on experience in project transformation across all levels of business, from design to execution, to enhance operational efficiency, technological infrastructure, cost optimization, and automation initiatives. 

Global Wealth and Private Banking

Firms need strategic frameworks that include the flexibility to evolve when crafting new and bold plans to remain resilient and profitable in a constantly shifting landscape.  

Asset Management and Insurance

The industry is transforming as rapid digital innovations, market volatility, heightened client interest in ESG (environmental, social, and corporate governance) investments, and transparency around pricing, all collide to create new challenges.

Retail Banking and Payments

Banking is becoming an increasingly digital and customer-driven world with demands of on-the-go convenience and concerns around data protection at the forefront of a rapidly changing global economy.