Services
-
Centre of Excellence in Private Banking and Wealth Management
Our Centre of Excellence in Private Banking and Wealth Management is a dedication to the industry and its players providing expertise founded on four key platforms specifically aligned to the Wealth Management’s challenging environment.
-
Assetbox
The Assetbox is a unique and comprehensive service offering giving even smaller Managers the possibility to become FINMA licensed and to manage regulation and institutional requirements in an effective and cost efficient way.
-
Tax Asset & Investment Management
Based on the market environment and regulatory requirements, investment and asset managers currently confront a multitude of challenges.
-
Growth and Revenue
Finding new pockets of revenue growth and seizing the potential of existing markets needs a diligent methodology and experience implementation of functional structures that are equipped to take advantage of the fast evolving environment of today.
-
Cost and profitability management
Profitability Management means knowing where you earn your money, and finding out how to improve your profitability, i.e., how to affect the bottom line. The trend is clear and not likely to stop.
