Helping you make the right investments at the right time, then get value for your spend.

In a fast-evolving regulatory, technological and economic landscape, UK Financial Services and Retail firms are under growing pressure to deliver change that is not only compliant but coordinated, value-driven, and strategically aligned. The challenge? Too many programmes, too little clarity, and a constant battle for prioritisation, funding, and impact. 

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How We Can Help

At CBS Change Partners, we help organisations bring order to complexity through focused strategy alignment and portfolio management. We work with leadership teams to connect vision to execution, align investments with business outcomes, and build portfolio governance that enables agility without losing control. 

Whether you're driving transformation, regulatory delivery or digital innovation, we ensure your change agenda is joined up, purposeful, and built for results. 

We’ll deploy a systematic, rigorous and proven methodology, whilst making sure the effort deployed is the right amount for each client.

In a world where change is constant, we can partner with you to ensure it’s also coherent.

Strategy Alignment & Portfolio Management

Strategic Alignment and Portfolio Management New

Sectors We Operate In.

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Banking

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Retail

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Payment & Financial Crime

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Asset Management

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Life & Pensions

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Public Sector

Discuss Strategy Alignment & Portfolio Management With Us

At CBS Change Partners, we specialise in delivering exceptional services tailored to your specific project brief. We are eager to discuss the following with you:

Project Scope: Share objectives and requirements for a clear understanding.

Challenges & Opportunities: Address obstacles and explore potential benefits.

Desired Deliverables: Define project outcomes to align expertise and goals.

Timeline & Resources: Establish realistic schedule and allocate necessary resources.

Collaboration & Communication: Foster open dialogue for successful project delivery.

Budget Considerations: Work within financial framework for cost-effective solutions.

Our Clients

From Global Banks to Mutuals and Credit Unions.

Investment & Wealth Managers to Insurance providers.

Retailers, Fintechs and Public Sector.

For 20 years some of the UK's strongest brands have worked with CBS as their Trusted Change Partner. 

Case Studies