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.

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. 

Latest Highlights

  • Webinar Recap: CSA Trade Reporting Rewrite

    December 2024

    Botsford Associates joined the Ontario Securities Commission and Cappitech from S&P Global Market Intelligence, in a Impact and Analysis Webinar, to review the CSA OTC derivatives trade reporting rewrite.

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  • CSA Rewrite

    December 2024

    Regulatory Overview, Top 3 Impacts and Considerations, Timelines, Comparison Between CSA and CFTC Rewrites, Key Changes Introduced with the Canadian Rewrite

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  • Capital Requirements Directive VI (“CRD VI”)

    October 2024

    Regulatory Overview, Background and Timelines, Third Country Branch and Subsidiarization Requirements, Minimum Requirements for Third-Country Branches

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  • OSFI’s Guideline E-21

    October 2024

    Summary of the Guideline Updates, Guideline E-21’s Intended Outcomes and Expectations, Differences Between OSFI’s Guideline E-21 and EU’s DORA, Regulatory timelines, Guideline Sections Expectations and Requirements

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Careers
Let’s work together.
We are always looking to grow our team.