ADDWISE SA advises banks, asset managers and life insurers on private banking and wealth management, providing services for market entry, business-model transformation and corporate governance. It supports implementation of operational structures, recruitment of professionals and cooperates with academic and training institutions on wealth management education.
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Industry:Management Consulting
✓ Offered6
Advisory for Private Banking / Wealth Management
Support for banks, asset managers and life insurers in Private Banking and Wealth Management development, in market setup, in business model adaptation and in corporate governance topics.
Market entry advisory
Market entry strategy for new markets, from developing the entry concept through structures, processes and offering to recruiting staff and building local networks.
Business model transformation
Adaptation and reform of business models to changed business, regulatory and operating conditions; advice on regulatory and commercial aspects in the Swiss Private Banking model.
Wealth management proposition development
Development and implementation of an integrated wealth management proposition, build-up of wealth management capabilities, organization of the front office and design of compensation models.
Corporate governance advisory
Support for boards of directors in strategic and controlling questions, development of vision, strategy, MIS and internal control system, as well as compensation and HR policies.
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