Expertise in Banking & Finance

Together we have more than 500 years of wide-ranging experience in the financial industry. We cover the areas of Private Banking, Wealth Planning, Marketing Research, Investment Strategy, Training & Talent Management, and Treasury & Risk Management and have developed a high level of practice-oriented knowledge as well as theoretical knowledge about the industry. As leaders of large teams around the world, we are also very familiar with project management, leadership, and diversity issues.

Our value proposition:

In a world where everything should be faster and cheaper, quality continues to be a major concern for us.
Our focus is the success and effectiveness of your investments.
Our flexibility and agility in handling your initiatives makes us unique.

Consulting &

Interim Management

We can draw on a network of competent experts to cover your specific needs or to manage larger projects.

Risk Management
Treasury
Corporate finance and capital market transactions
Business valuation
Change Management (change process)

We base our consulting on our many years of experience and our expert knowledge.

Consulting & Interim Management

Wealth Planning

Wir können auf ein Netzwerk von kompetenten Experten zurückgreifen, um Ihre spezifischen Bedürfnisse zu erkennen und Sie massgeschneidert zu beraten oder um grössere Projekte zu betreuen.

Wir basieren unsere Beratung auf unsere langjährigen Erfahrung und unserem Expertenwissen.

Wealth Planning

Trainings &

Certifications

We specialize in the preparation and re-certification of SAQ personal certifications for client advisors in the banking sector.

For the CWMA certification itself, we work with Fitch Learning, one of the world's best-known providers of financial certifications.

Our learning methods are varied and personalized.

Sales & Customer Service

Financial Training/Education

Customized Training Programs

Trainerpool

Professionals in Finance & Banking

Benefit from our network of specialized trainers and consultants. Choose a suitable teacher from our large pool of trainers and put together a tailor-made training course for you.

Trainerpool