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

Background and Objectives

The need

An Italian Private Bank has set a strategic objective to enhance its positioning in the Private / HNW client segment by evolving and enhancing its Wealth Management model.

The goal

Set up, launch and ongoing support in managing a new advisory model dedicated to Private / HNW clients.

The project

  • Strategic support in defining and launching the model.
  • Ongoing operational and commercial support.

Approach

01.

Business model set-up

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

02.

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

03.

Ongoing operational support

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

Key Outcomes