Our mission is to help private banks and wealth managers to deliver a superior service to their clients in the most efficient way possible.

To achieve this we provide support along the whole value chain: We offer strategy consulting to define target segments and value propositions; we manage business projects to implement change; we coach executives to achieve their objectives; we implement strategic learning and development programs for team leaders and advisors; and we teach selected private banking competencies.

Our strength is that we provide unbiased insights based on our extensive work with hundreds of private banking executives from over 100 institutions of all sizes from all around the world on the one hand, and academic and industry research on the one hand.

Having lived and worked on four continents, having managed front, staff and back-office areas and having held domestic and international executive roles, we have the experience to lead assignments bridging different business areas and different cultures.