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Transformation Expert
in the Wealth Management Industry

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PROJECT REFERENCES

please contact me for a full list of project references

Global private bank - business owner for the advisory and discretionary value chain

Global private bank - business owner for the advisory and discretionary value chain

Global private bank - pilot of the global agile transformation of the bank

Global private bank - pilot of the global agile transformation of the bank

Global private bank - global program lead for FATCA and AEI/CRS implementation

Global private bank - global program lead for FATCA and AEI/CRS implementation

Global private bank - interims management

Global private bank - interims management

Global private bank - program manager of the "holistic advice" approach

Global private bank - program manager of the "holistic advice" approach

Global private bank - program assessment – global product and portfolio risk platform implementation

Global private bank - program assessment – global product and portfolio risk platform implementation

Top 4 retail bank in Switzerland - implementation and migration to a new IT platform

Top 4 retail bank in Switzerland - implementation and migration to a new IT platform

Mid-sized private bank in Switzerland - program manager IT full-outsourcing

Mid-sized private bank in Switzerland - program manager IT full-outsourcing

Miscellaneous banks in Switzerland

Miscellaneous banks in Switzerland

Foreign owned private bank in Switzerland - CFO ad-interim

Foreign owned private bank in Switzerland - CFO ad-interim

Global private bank - program lead of data centre outsourcing

Global private bank - program lead of data centre outsourcing

Global private Bank - turn-around management / project lead of CRM

Global private Bank - turn-around management / project lead of CRM

Singapore based Private Bank - program manager data centre sourcing

Singapore based Private Bank - program manager data centre sourcing

Support feasibility study new B2B bank in Switzerland

Support feasibility study new B2B bank in Switzerland

Foreign private bank in Switzerland - consolidation of counterparties in the trading area

Foreign private bank in Switzerland - consolidation of counterparties in the trading area

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