Strategic. Insightful.
Trusted.

Vantage Point Partners is a premier advisory firm serving the financial services industry. We deliver strategic insights and actionable solutions to help our clients navigate complex challenges and capitalise on opportunities.

With deep industry expertise and proven methodologies, our team works alongside financial institutions, fintech companies, and service providers to drive sustainable growth and operational excellence in an evolving marketplace.

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About Us

We are a boutique business advisory firm serving the financial services industry.

About the Firm

We are a boutique business advisory firm serving the financial services industry. Our mission is to help clients protect, optimise, and grow their businesses. Having held senior positions in industry and professional services, our team brings pragmatic, actionable solutions that deliver measurable impact.

Our clients range from Irish indigenous firms to global financial institutions with a local presence. We also partner with accounting, consulting and law firms, as well as fintechs, to provide cost-effective enablement.

Founder — Paul Traynor
Over 30 years' experience in financial services

Paul has over 30 years' experience in the financial services industry. He was previously a partner at EY leading the Wealth & Asset Management Consulting practice, a partner at EisnerAmper Ireland overseeing Governance, Risk and Compliance, and a Managing Director at BNY where he headed international pensions and insurance segments.

Paul has delivered large-scale cost transformations, process improvements, control remediations, due diligence engagements, assurance reviews, and new market entry strategies.

Our Services

We deliver pragmatic, actionable solutions across three core areas of focus.

Protect

Helping clients identify, assess, and manage risks; navigate complex regulatory environments; and mitigate threats to operations and financial stability.

  • Internal audit services & remediation
  • Governance and compliance framework design
  • Regulator interaction & remediation support
  • Interim management (2nd and 3rd line)
Optimise

Helping clients right-size their operations and partner effectively with third-party providers to reduce cost and improve performance.

  • Operating model design (scalable, value-focused)
  • Service & technology provider selection
  • Strategic process improvement & cost reduction
  • Policy & procedure alignment to local standards
Grow

Helping clients expand into new markets, services, and capabilities with considered strategy and delivery.

  • Market entry strategies and product expansion
  • Commercial & vendor due diligence
  • Supporting firms with expanded permissions
  • Interim CEO / Corporate Development deployments

Who We Serve

We deliver pragmatic, actionable solutions across three core areas of focus.

Banking & Payments
  • Banks
  • Payments and e-money institutions
  • Credit unions
  • Retail credit providers
  • High-cost credit providers
Insurance
  • Life and non-life insurers
  • Reinsurers
  • Captive insurers
Capital Markets
  • MiFID investment firms (wealth managers, brokers)
  • Securities market participants (brokers, liquidity providers)
  • Aircraft lessors
  • Section 110 SPVs
Funds Sector
  • Asset managers (passive, active, alternative)
  • Captive and third-party ManCos & AIFMs
  • Fund administrators & transfer agents
  • Custodians, depositaries & trustees
Asset Owners
  • Pension funds
  • Sovereign wealth funds
  • Family offices
Other Financial Services
  • Fintechs
  • Professional services firms
  • Third party service providers

Sample Engagements

Real-world examples of how we've helped clients protect, optimise, and grow their businesses.

1
Technology, operations and regulatory due diligence of a leading European third-party ManCo ahead of a PE investment.
2
SOC 1 and internal audit services for MiFID firms, ManCos, wealth & asset managers, depositaries, and fund administrators.
3
Multi-jurisdictional operating model refresh and core technology re-platforming for a major trust & depositary.
4
Independent reviews of regulated financial services providers at the request of the Central Bank of Ireland.
5
Risk management and 2LOD enhancements for wealth managers and stockbrokers.
6
Skilled Person reviews and regulatory due diligence (KYC, AML, suitability, conflicts).
7
Strategy refresh for an asset manager to align with insurer parent and external clients.
8
Outsourcing and cross-jurisdictional advisory for major investor servicers.
9
Brexit planning for US and UK firms establishing Irish operations.
10
GDPR compliance programme for a global asset servicer.
11
Restitution of control project for a major global custodian (overseen by regulator).
12
Strategic cost-out programme for a major UK retail bank.

Ready to discuss your challenge?

These engagements represent just a sample of our work. Every client situation is unique, and we tailor our approach to deliver the specific outcomes you need.

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Get in Touch

We'd be happy to discuss how Vantage Point Partners can help your business protect, optimise, and grow.



Address
Vantage Point Partners
26/27 Upper Pembroke Street
Dublin 2
D02 X361
Why Choose Vantage Point Partners?
  • Over 30 years of senior industry experience
  • Pragmatic, actionable solutions
  • Cost-effective boutique approach
  • Proven track record with global institutions

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