Financial Services Advisory
Shape the next era, together.
Services
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Helping banks and wealth managers navigate transformation, sharpen operating models and strengthen front-line performance
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Guiding high-level discussions, panels and strategic dialogues with clarity and structure — for conferences, roundtables and internal strategy sessions.
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Sharing perspectives on strategy, profitability and transformation in financial services — from keynotes to panel contributions and seminar hosting.
Recent Projects
Complex product migration across a global bank
Legal entity migration program for corporate clients - migration approach for investment banking products (FX, fixed income, ETD), front training material and deputy team lead. Learn more
Front enablement for private bank
Design, pilot and global roll-out of a front effectiveness framework - including the business case, performance management training and a global guidebook. Learn more
Business strategy for a private foundation
Strategic realignment across five business areas, including multi-year financial planning, market analysis and the decision paper for the Board of Trustees, securing over CHF 1m in funding. Learn more
Let’s talk about your initiative
Tell us where change needs to happen – a short conversation is usually enough to see whether it makes sense.