Consolo

What Consolo does

Consolo Ltd is a UK private limited company founded in 2015 by Richard Colvill, providing specialist consultancy, business change, and CPD-accredited training services to the securities finance industry. The firm operates across two interconnected service lines: a Business Change/Business Analysis practice covering regulatory change management (SFTR, CSDR, DORA), operational efficiency, performance benchmarking, RFP processes, and project management; and a Training and Professional Development practice delivering open-enrollment courses (one-day and two-day formats on Repo and Securities Lending), bespoke on-site training, and Chatham House Rule Breakfast Club events for industry leaders. Consolo has no proprietary technology platform; service delivery relies on a small team of senior practitioners with prior experience at institutions including Aviva Investors, Northern Trust, Barclays, HSBC, eSecLending, and Clearstream.

The firm's revenue model is entirely professional services, monetized through four streams: consulting engagements (project-based, quote-based), public training courses (priced at £950 + VAT per delegate for in-person London sessions), bespoke on-site professional development (quote-based), and Breakfast Club events. Distribution combines direct enterprise sales for consulting and on-site training with a self-serve/online channel for training courses launched in April 2020, enabling global access beyond the EMEA base. Marketing is executed primarily through thought leadership content on the company website, LinkedIn engagement, and a strategic partnership with Securities Lending Times.

Consolo's customer base spans prime brokers, agent lenders, beneficial owners (insurers, pension funds, asset managers), and service providers in the securities finance value chain. The firm's flagship engagement is with the International Securities Lending Association (ISLA), where Consolo's Richard Colvill leads the SFTR industry-standardisation project team in coordination with ESMA and tier-1 market participants. The firm holds no external funding, is founder-controlled, and operates with a 1-10 employee headcount across London headquarters and a registered office in Rayleigh, Essex.

Name

Consolo

Legal name

Consolo Ltd

Website

https://consololtd.co.uk

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Consolo is a UK-based consultancy founded in 2015 that provides securities finance advisory, regulatory change management, and CPD-accredited training to prime brokers, agent lenders, beneficial owners, and industry associations across EMEA.

Ownership category

akta.pro rank

Product category

Securities Finance Consulting

NAICS

Investment Banking and Securities Intermediation (523150), Miscellaneous Intermediation (523910)

SIC

Finance Services (6199)

akta.pro primary industry

Securities Lending & Collateral Management (Custodian-Led) (FSAFAHAC)

akta.pro secondary industries

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Repo & Securities Financing Trading Venues (FSAFACAI)

Keywords

• Securities finance consulting
• Repo training courses
• Securities lending training
• Regulatory change management
• CPD accredited training

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Consulting and Advisory Services: Consolo provides consulting services for business change, business analysis, and regulatory change management within the securities finance industry. These are project-based engagements delivered by experienced market practitioners.
2. Training Courses: The firm offers CPD-accredited training courses in securities finance, including one-day and two-day courses on Repo and Securities Lending, delivered in-person in London or online.
3. Professional Development Services: On-site tailored professional development training delivered to client teams on product, process, or system-driven topics, offered over time periods that meet client business needs.
4. Breakfast Club Events: Industry-focused discussion events targeted at market leaders, influencers, and decision makers under Chatham House Rules, with limited attendance and expert speakers.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Consolo provides securities finance consultancy and training services to the financial services industry. It delivers open-enrollment CPD-accredited training courses on Repo and Securities Lending both in-person in Central London and online, alongside bespoke on-site professional development and industry-focused Breakfast Club events. In parallel, it offers business change, business analysis, and regulatory change management consulting ranging from SFTR, CSDR, and DORA compliance through performance analysis, RFP analysis, and operational efficiency projects.

Product overview

Consolo is a securities finance consultancy firm offering a portfolio of training and professional services. The core offering consists of Training Courses (open enrollment), Professional Development (on-site bespoke training), and Breakfast Clubs (networking events) for the securities finance industry. These training services are CPD accredited. In parallel, Consolo provides Business Analysis services (Performance Analysis, RFP Analysis, Operational Efficiency) and Business Change services (Project Management, Process Optimisation, Regulatory Change). The two service lines are interconnected: training builds market knowledge while consulting services deliver implementation of that expertise for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Training Courses Open enrollment securities finance training courses covering Repo and Securities Lending, delivered live by subject matter experts with capped class sizes for interactivity. Courses are available as one-day and two-day programs in Central London and online, and are CPD-accredited.
• Professional Development Bespoke on-site professional development training delivered to client teams on product, process, or system-driven topics. Agendas are tailored to client-specific objectives and delivered flexibly over time periods that meet business needs, enabling consistent training across departments or firms.
• Breakfast Clubs Regular invitation-only industry discussion events focused on specific securities finance topics, held under Chatham House Rules with limited attendance and expert speakers to encourage open debate among market leaders, influencers, and decision makers.
• Performance Analysis Analysis of securities lending business performance compared to market benchmarks, examining revenues, portfolio management efficiencies, allocation methodology, collateral eligibility, and fee splits to optimise returns for beneficial owners and securities finance programs.
• RFP Analysis Support for developing, collating, and analysing service reviews and RFP information used to select securities finance service providers, including documentation design, agent lender reviews, control environment review, and market analysis.
• Operational Efficiency Analysis of operational processes, risk controls, and knowledge base to identify efficiencies and system-based improvements, with fully costed ROI analysis supporting the recommendations.
• Project Management Program and project management for complex business change initiatives in securities finance, ensuring transparent delivery processes and fully documented procedures throughout the project lifecycle.
• Process Optimisation Review of existing business processes and delivery of solutions to maximise efficiencies, translating business requirements into technical specifications and executing comprehensive test plans.
• Regulatory Change Regulatory change management including decomposition of regulatory text, discussion with policy makers, and construction of best practices for regulations such as SFTR, CSDR, and DORA.

Quantifiable outcome

• Implemented industry standardisation for SFTR reporting for ISLA

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered flagship and core.

• International Securities Lending Association (ISLA)flagshipStrategic or Co-development Partner · 6 August 2020Consolo implemented industry standardisation for reporting under SFTR for the International Securities Lending Association, in collaboration with leading market participants. The result was a detailed technical interpretation and application that delivered market best practice to ISLA members after lobbying policy makers and hours of analysis and counselling. Consolo's Richard Colvill is contracted to ISLA leading a team implementing industry best-practice for SFTR.
• Securities Lending TimescoreGTM or Marketing Partner · 21 January 2020Consolo partnered with Securities Lending Times in January 2020 for promoting their Training and Educational courses. Securities Lending Times supports Consolo's expansion and invests time helping promote the developing company. The partnership was announced alongside the launch of Consolo's newly rebranded website.

Scale indicators3 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• Pirum Systems: Pirum provides post-trade connectivity, securities finance technology and messaging services to the same prime brokers, agent lenders and beneficial owners Consolo serves. While Pirum is more technology-led and Consolo is services-led, both compete for the same securities finance operating budget and address overlapping regulatory workflows such as SFTR and CSDR.

Others

• International Securities Lending Association (ISLA): ISLA is the industry association that sets documentation standards for securities lending and runs the SFTR working groups Consolo supports. Although not a commercial peer, it is the central ecosystem body whose initiatives shape Consolo's pipeline of consulting mandates.

Emerging players

• Hazeltree: Hazeltree provides treasury and securities finance operations software to asset managers, hedge funds and beneficial owners, intersecting Consolo's client base where process optimisation and operational efficiency mandates arise.
• DataLend: DataLend is a securities lending data and analytics provider whose performance benchmarking and reporting tools overlap with Consolo's Performance Analysis service. It competes for analytical advisory budgets from beneficial owners evaluating securities lending programmes.

Broad incumbents

• Broadridge Financial Solutions: Broadridge (including the former R5 / Aplomb post-trade business) provides securities finance processing, collateral and post-trade workflow tools, and adjacent consulting services to the same agent lenders and beneficial owners. It is a broader incumbent that competes for technology-and-advisory budgets relevant to Consolo's clients.
• FIS (Fidelity National Information Services) — Securities Finance: FIS offers securities finance processing and post-trade technology to agent lenders and beneficial owners, often bundled with implementation consulting. As a broad incumbent, it competes with Consolo on transformation and regulatory change engagements at larger institutions.
• Deloitte (Risk & Regulatory Advisory — Capital Markets): Deloitte's capital markets advisory practice delivers SFTR, CSDR, DORA and operational resilience work to similar buy-side and sell-side institutions. As a Big Four incumbent, it competes with Consolo on regulatory change programmes but typically at larger, more complex enterprise scope.
• Accenture (Securities Services practice): Accenture runs a large securities services and post-trade consulting practice covering regulatory change, operations and technology for the same capital markets clients as Consolo. It is a broader incumbent that bundles advisory with systems integration, often competing for the same RFP-driven transformation budgets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/consolo-limited

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Consolo