Strategic development of an Alternative Investments offering

Background and Objectives

The need

An Italian retail bank wanted to develop new wealth management products and services in order to increase its attractiveness to Private / HNW clients.

The goal

Expansion of the offering in alternative investments to capture market trends, providing a structured and distinctive proposition.

The project

Strategic support in defining and launching a structured and innovative offering of Alternative Investments.

Approach

01.

Market analysis and rationalization of approaches

  • Analysis of the product offering of key market players, analysis of the client base, rationalization of go-to-market approaches

02.

Product structure selection and implementation plan development

  • Support in defining the product characteristics and the operational model, developing the commercial proposition and creating a launch plan

Key Outcomes