Set up and launch of a Wealth Management model dedicated to Private / HNW clients



Business model set-up

  • Benchmark analysis and definition of the mission, value proposition and operating model


Roll-out e pilot case launch

  • Support in implementing the model on a limited perimeter and in managing operational activities, as well as collecting feedback and implementing fine-tuning actions


Ongoing operational support

  • Support in identifying new products and services, continuously monitoring activities and results, developing operational and commercial materials

Key Outcomes