Balmoral Advisory Group is a boutique advisory firm that works with exchanges, regulators, technology firms, market participants and market data vendors to identify and evaluate business opportunities, understand and respond to changing industry/market dynamics and develop and implement strategies and solutions that make sense now and in the future.

With experience across three continents, we work with our strategic partners and act as a connector of influential people and conduit of relevant information between emerging and established markets throughout the world.

Our services include:

• Regulatory Development and Impact Assessment
• Business Strategy, Prioritization and Resourcing
• Requirement Analysis and Validation
• System Evaluation and Selection
• Market Opportunity Studies & White Papers
• Facilitation and Stakeholder Management

At Balmoral Advisory, we recognize that each client has unique requirements so we customize our approach to meet these requirements. Our goal is to help our clients reach their objectives quickly and effectively. We believe an adaptable approach will lead to a successful engagement.

Donna Bales has over 20 years of capital market experience most recently working with both emerging and established market participants as they prepare for the implementation of OTC Derivative reforms around the world. She is the Founder and Managing Partner of Balmoral Advisory Group, a boutique advisory firm that provides comprehensive market research intelligence and practical advice and assistance on product delivery to capital market participants. Donna has a proven track record working with industry regulators, multiple stakeholders and banking consortia across three continents and she frequently produces white papers and tailored reports on current industry trends such as technology innovation, electronic trading, regulatory change, market structure and competition.