Trusted Advisors
in a Challenging Environment
Patomak Global Partners is a leading financial sector consultancy that applies the insights of senior-level industry experts to advise clients on complex and cutting-edge strategy and risk management challenges.
Strategy &
Advisory
Senior-level advice to identify opportunities, support innovation, and overcome challenges
Risk Management & Compliance
Risk management and compliance services to enhance competitiveness
Litigation Support & Enforcement
Regulatory enforcement and litigation support to offer industry expertise
Our Team
Our work allows our clients to do what they do best: innovate, compete, serve customers, respond to market developments, and maximize profitability. We are financial sector experts and we bring that deep expertise to our clients.
“We approach this work through two lenses: a magnifying glass to scrupulously analyze the details of our clients’ unique circumstances, and a telescope to anticipate trends on the horizon to help position our clients for long-term success.” — Paul Atkins, CEOClients We Serve
- Banks and bank holding companies
- Broker-dealers and trading firms
- Business development companies
- Commodity pool operators
- Commodity trading advisors
- Digital asset market participants
- Exchanges
- Financial market utilities
- Futures commission merchants
- Insurance companies
- Fintechs
- Institutional investors
- Mortgage lenders and servicers
- Private equity funds
- Payments companies
- Publicly traded companies
- Registered investment companies
- Exchange-traded funds
- Mutual funds
- Trade associations
- Transfer agents
- Swap dealers
- Swap execution facilities
- Venture capital funds
Patomak regularly partners with law firms and other professional services firms to seamlessly position our clients for long-term success.
News & Views
CFTC Reminds Non-U.S. Swap Dealers of Annual Report Requirements in Newly Issued Advisory
On December 2, the CFTC reminded non-U.S. swap dealer chief compliance officers of annual reporting requirements. This Staff Advisory asserts that many non-U.S. swap dealers have been deviating from chief compliance officer annual reporting requirements. Dually...
The Curious Case of the Hidden FAQ
SEC staff issued an FAQ regarding consideration of diversity, equity, and inclusion factors by investment advisers when selecting or recommending other investment advisers in compliance with an adviser’s fiduciary duty. The FAQ raises more questions than answers. On...
Crypto Requires Robust Risk Management Framework
Effective and comprehensive risk management is key to the cryptocurrency industry’s future success. The industry would mitigate various risks by following the five principles described here. The recent bankruptcy of a major cryptocurrency exchange came as a surprise...
Contact Us
Patomak is singularly focused on providing unparalleled strategic advice from professionals with diverse backgrounds.
Please contact us by phone or complete this form to send us your inquiries, speaking requests, or questions. We will use your contact information solely to communicate with you and will not distribute it for use by any third party.
750 17th Street, NW, Suite 1000
Washington, DC 20006
(202) 862-3920