Helping you enhance the business development solutions in wealth management by leveraging the knowledge of senior SMEs.
Wealth Management Centre of Excellence
At our Wealth Management Centre of Excellence, we combine deep industry expertise and cross-functional capabilities to help wealth managers and family offices navigate today’s complex, fast-evolving landscape.
This way we can provide a 360° support model tailored to your strategic, operational and regulatory needs.
Whether you’re launching a new business model, modernising core infrastructure, managing complex risk and liquidity scenarios or planning for generational wealth transfer, we partner with you to ensure a resilient, future-proof setup.
You benefit from access to our Swiss experts supported by a global network, ensuring every challenge is addressed with the right mix of expertise and execution.
We help you succeed: tailored solutions for financial growth and operational resilience
Wealth management & family office set-up
As wealth management transforms, entrepreneurial families are increasingly adopting a more professional approach, prioritising their specific needs and resorting to bespoke wealth management solutions and family offices. We help you set up strong wealth management ventures and family offices to further your aspirations.
Core wealth management
We serve as your strategic partner, helping you enhance your core operations. Drawing on our investment expertise, we help streamline and digitalise your service delivery infrastructure, enabling you to deliver tailored advice more efficiently, without increasing operational costs.
Growth & profitability in wealth management
We support you with boosting your profitability through AuM and NNM growth. But that’s not all: we use M&A and refine client engagements to help your business evolve, applying industry insights to develop your strategies and enable you to adapt amid changing market demands.
- Strategy & business transformation
- Technology & innovation
- Treasury & liquidity
- Compliance, risk & regulatory
- Legal, tax & governance
Strategy & business transformation
- Market access & positioning studies: Conducting market sizing, competitor analysis and regulatory landscape reviews to support expansion and targeting
- Strategic alliances & ecosystem development: Identifying, structuring and integrating partnerships to enhance service offerings and reach
- Target operating model (TOM) design & implementation: Creating scalable, efficient operating models aligned with business goals and expansion strategies
- Operational efficiency & process optimisation: Streamlining workflows, automating processes and reducing operational costs. Includes zero-based budgeting (ZBB) to challenge baseline assumptions, reallocate resources efficiently and drive disciplined cost management across the enterprise
- Digital asset advisory & tokenisation strategy: Guiding clients through the adoption of digital assets, tokenised investments and supporting infrastructure
Technology & innovation
- AI & process automation: Driving efficiency, insight and scalability through intelligent automation and data-driven decision tools along the entire client journey
- Technology architecture, cloud & DevOps advisory: Guiding cloud transformation journeys, API strategies and DevOps enablement for scalability and agility
- Systems status quo assessment & benchmarking: Evaluating legacy infrastructure, identifying gaps and benchmarking against industry best practices to inform tech strategy
Treasury & liquidity
- Asset and liability management: Offering tailored solutions to optimise asset and liability management and align balance sheet management with controlling systems
- Capital management and capital adequacy: Designing solutions to optimise capital utilisation, ensuring regulatory compliance while enhancing financial resilience
- FX & interest rate risk management: Optimising FX and interest rate risk management with tailored strategies that safeguard portfolios, enhance returns and ensure stability in volatile markets
- Cash flow and financial planning: Comprehensive cash flow planning helps maintain a clear understanding of income, expenses and savings to achieve long-term financial stability
Compliance, risk & regulatory
- AML/KYC optimisation & RegTech integration: Enhancing due diligence, onboarding and transaction monitoring using smart regulatory technology
- Compliance framework: Developing robust, scalable and tailored compliance frameworks, including policy creation, risk assessment, governance structures and ongoing monitoring to safeguard against regulatory breaches while fostering operational efficiency
- Regulatory readiness assessments & remediation: Performing in-depth reviews and supporting regulatory compliance projects across key jurisdictions
- Financial risk model review: Validating and enhancing models for credit, market and liquidity risk, with a focus on stress scenarios and governance
- Operational resilience & non-financial risk advisory: Establishing frameworks and testing plans to manage business continuity, cyber, vendor and conduct risk
Legal, tax & governance
- Family governance: Designing decision-making frameworks, charters and governance bodies to align family values, roles and succession planning across generations
- Succession & wealth transfer planning: Advising on governance and legal frameworks, and ensuring intergenerational wealth continuity
- Tax & legal structuring (including cross-border implications): Structuring assets for efficiency, privacy and compliance, taking account of international tax treaties, reporting regimes and regulatory risks
- ESG & sustainable investment governance: Supporting families and wealth managers in embedding ESG principles into investment policy statements, ownership structures and reporting
- FINMA licensing advice & support: Expert advice on the Swiss regulatory landscape and the options, and supporting the application process with the regulator
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Contacts
Beresford Caloia
Lisa Cornwell