Reviewing the Private Banking Strategy of a Swiss Banking group established in Luxembourg.

  • Corporate strategy review
  • Banking, insurance & wealth
Client problem

Reviewing the Private Banking Strategy of a Swiss Banking group established in Luxembourg.

What was delivered

The Group requested for advice & assistance of 2 matters: (i) developing & expansion of their Private Banking offer in EU and (ii) how to deliver the service.

 

Client Benefits

After having established a preliminary diagnostic, we have elaborated a road map and define a clear strategy for targeting the relevant customers.

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