Bluerock Consulting, the specialist financial services management consultancy, has acquired competitor Winchester White Consultants. Director of Winchester White Consultants, Paul Martin, will join Bluerock Consulting as an Associate Director, working primarily within the Life & Pension practice led by Vaughan Jenkins. Winchester White Consultants’ associate consultants will add to the more than 1500 that Bluerock Consulting already has, strengthening its growing position as a deliverer of innovative change projects.
Julian Sawyer, CEO of Bluerock Consulting said: “We’re very pleased to announce this acquisition and the combined forces of Bluerock Consulting and Winchester White Consultants will significantly enhance our overall proposition. Having Paul and his team on board is a substantial boost to Bluerock as they bring with them a huge amount of experience of the financial services industry in general and of the execution of customer-focused strategy for clients in particular.”
Paul Martin commented: “Bluerock and Winchester White Consultants are natural partners sharing common approaches to consulting, technology selection and sourcing, marrying solid expertise to innovation and a pragmatic delivery focus. The impact of the RDR and other consumer centric regulation is redefining business models and re-shaping the overall financial services landscape. The combination of Bluerock and Winchester White Consultants can offer the depth of informed advice and guidance required to assist organisations to react successfully to a period of great change and opportunity.”
About Bluerock Consulting:
Bluerock Consulting was established in 1999. It specialises in the financial services sector, especially asset management, life & pensions, cards and wealth management. Clients include major retail banks, life offices, private banks and international card providers. The firm is backed by B.E.E. Team, an international consulting, technology and outsourcing business based in Rome and Milan, and quoted on the Italian Stock Exchange.
Recent Bluerock Life & Pension market projects include pre and post-RDR distribution strategy and target operating model implementation work; an analysis of the fund platform market; financial planning-focused website deliveries and new product developments and processes.
Julian Sawyer, CEO of Bluerock Consulting said: “We’re very pleased to announce this acquisition and the combined forces of Bluerock Consulting and Winchester White Consultants will significantly enhance our overall proposition. Having Paul and his team on board is a substantial boost to Bluerock as they bring with them a huge amount of experience of the financial services industry in general and of the execution of customer-focused strategy for clients in particular.”
Paul Martin commented: “Bluerock and Winchester White Consultants are natural partners sharing common approaches to consulting, technology selection and sourcing, marrying solid expertise to innovation and a pragmatic delivery focus. The impact of the RDR and other consumer centric regulation is redefining business models and re-shaping the overall financial services landscape. The combination of Bluerock and Winchester White Consultants can offer the depth of informed advice and guidance required to assist organisations to react successfully to a period of great change and opportunity.”
About Bluerock Consulting:
Bluerock Consulting was established in 1999. It specialises in the financial services sector, especially asset management, life & pensions, cards and wealth management. Clients include major retail banks, life offices, private banks and international card providers. The firm is backed by B.E.E. Team, an international consulting, technology and outsourcing business based in Rome and Milan, and quoted on the Italian Stock Exchange.
Recent Bluerock Life & Pension market projects include pre and post-RDR distribution strategy and target operating model implementation work; an analysis of the fund platform market; financial planning-focused website deliveries and new product developments and processes.
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PR,Joe WigginsPhone : 07767 362533
Email : joe@perfectcirclepr.co.uk


