Company presentation Q2 2019 About us A Geneva based boutique - - PowerPoint PPT Presentation
Company presentation Q2 2019 About us A Geneva based boutique Vision Create high added value for our clients in the financial industry by proposing an integrated and holistic approach Values We want to be perceived as partners to our
Q2 2019
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A Geneva based boutique Vision
by proposing an integrated and holistic approach Values
solutions
clients Positioning
We advise on each single step of a transaction as trusted advisor, in sell side, buy side or merger situations, from the transaction strategy to the closing of the deal. § Analysis of alternative options § Structuring of transactions § Steering and coordinating of other advisors § Negotiating proposals/analysing offers § Advice on valuation § Negotiation strategy § Integration planning
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We support our clients in their strategy and in the implementation of their
§ Organisation & Change Management § Business creation & transformation § Development strategy § Operational efficiency and Target Operational models (TOM) § Market research & benchmarking § Business plan and marketing § Strategic positioning (SWOT)
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Operational support for M&A and creation of authorized structures
Our answers
n Organisational and operational due
diligence
the targeted companies.
n Organisational
and
merger & restructuring.
n Management ad interim. n Organisational
and
support within a license application with Regulators.
n Training of the teams.
Our statements
n An on-going market consolidation. n New or existing players try to obtain
banking licenses.
n The merging of teams needs an
alignment of the corporate culture (internal and external communications, management, remuneration…).
n Obtaining
authorizations in the context
buying
creating licenses needs the set-up
important projects.
n The
need to train the teams is always underestimated and even ignored.
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Optimisation of client relationship and compliance processes
Our answers
n Many
projects in this domain : compliance and
process
front
workplace design, CRM, client reporting, compensation and bonus schemes… Our statements
n Acquiring
and keeping clients is expensive, due to commercial and compliance costs.
n To master commercial client data
allows for increase in profitability. It is also the basis for new products and services that help create future growth.
n To
master compliance processes allows an optimized cost allocation and avoids risky situations.
n The end of banking secrecy has
started a reflection
the geographical markets served by each bank.
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Our answers
n Product
and service assessments (SWOT analysis).
n Business plan and implementation. n Network to provide our customers
with potential partners (via a transparent RFI/RFP processes ).
n Mastering of B2B relationships (SLA,
negotiation support). Our statements
n To maintain the attractiveness of
the Swiss financial center, the range
products and services needs to evolve in the context of increased transparency.
n Fees have to be consistent with the
perceived added values. Banks tend to to be expensive for basic services and unable to charge the right price for value-added services.
n The need to rethink the range of
products and services leads to developments of partnerships.
n These partnerships require control
and optimization of B2B processes in functional, contractual and
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Our answers
n Outsourcing of business processes
criteria and implementation.
n Nearshoring,
and creation of process hubs.
n Project
coaching and management to define new Target Operational Models (TOM) Our statements
n Restoring margins has priority for
Swiss financial institutions. Cost control is crucial in this process.
n The
business processes is no longer a taboo for Swiss banks. Theses decisions are not always taken for good reasons.
n Continuous fine tuning is not longer
a solution to reduce costs. Banks need dramatic changes in front-to- back processes to reach the next level of cost reduction.
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Our answers
n Project management n Project controlling n Functional
and business competences
n Training n Formalization and optimization of
processes. Our statements
n Past profitability levels have failed
to develop a change management culture.
n Internal
change management forces are undersized in relation to the necessary transformations.
n Top management is not necessarily
aware that change is a top-down process.
n The complexity and size of such
strategic projects needs a clear vision, cross business coordination and the strong support
top management.
§ M&A: Merger of two large independent Asset Management Firms
ü Evaluated the two companies - Monitored Group re-structuration - Conducted deal closing
§ M&A: Strategy and project to acquire a Swiss Private Bank by a European player
ü Strategic consulting and identification of the target ü DD process ü The project was aborted after the DD process
§ CRM project
ü Change management process with all the stakeholders - Validate business needs with the top management- Set up project structure ( scope, milestones, budget,..)
§ Client Onboarding ( several files)
ü Assessment of the existing organizations- Recommendations to the top management
§ TOM definition
ü In the case of a merger or acquisition project, we intervene to define the target operational model and the road map to achieve it
§ Business process definition and management
ü Review and optimization of the processes and organization to improve operational efficiency and reduce risk
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§ Andreas held senior positions in the Banking area ü UBP COO ü Bordier COO ü Citibank European VP ü UBS UK : COO for the Private Client activities § has also a successful track record in consultancy activities (i.e.: he has recently designed the Swiss onshore private banking strategy of an international player) § has a proven experience in M&A deals, either as a senior banker or as a consultant
Andreas Stricker
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§ Jean has 20 years of change management experience in the financial industry in collaboration with C-level management as a consultant § He conducted many assignments in Private banking sector, particularly in front-end and portfolio management projects § Worked in banking software companies (Odyssey Triple A, Reuters) § Experienced at European level (France, Switzerland, Belgium, Luxemburg and UK) § Experienced as a COO in a Swiss Private Bank
Jean Bonnefoy
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