For teams

Your team sounds smart — until the numbers come out.

I've trained senior teams at banks, wealth managers and founder-led firms: corporate finance specialists, asset managers, analysts, business development people. One day together, and the whole room speaks finance — clearly, confidently, and in the same language.

Tell me about the team and what they need. I'll tell you honestly whether a day with me will fix it.

Trained senior teams at Deutsche Bank Cocoon Wealth · founder-led firms · IR & research teams UK · US · Europe · Asia

The format

Half-day or full-day. Built for your room.

Every session is designed around your team's actual work — from general financial literacy to the nuts and bolts of private equity, valuation, or reading accounts at speed. Interactive, example-driven, and genuinely enjoyable, which is why it sticks.

Length
Half-day or full-day intensive sessions
Delivery
Online, or in person by arrangement
Fee
From £4,000 per day, scoped to your team and content
Design
A free scoping conversation first — the day is built around what your team actually needs

Leaders who've booked the room

"The results are immediately apparent."

"Adam carried out extensive training for all my senior team — including corporate finance specialists, asset managers, analysts and business development people — taking them through general financial literacy all the way up to the nuts and bolts of Private Equity. Each time it really was excellent. He brings incredible clarity as well as incredible enthusiasm, and the results are immediately apparent. Highly recommended."

Tim Levy — CEO, Cocoon Wealth & Future Capital Partners

"During my time as Vice President at Deutsche Bank... he educated a large number of senior guys at the bank about the complexities of a bewildering sector, and he did it incredibly well. He has a natural talent for simplifying the very complicated."

Tell me about your team.

A free half-hour conversation: who's in the room, where the gaps are, and whether one day together will close them.

Book the conversation