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Wealth Management

Wealth Management

Your Challenges

In a historically low rates and strong regulatory constraints context, private banks have to adapt their model to deal with competitors, revise their investment strategies and develop innovative solutions. Listed below are some of the many challenges that you could potentially transform into business opportunities:

  • Personalizing offers, products and services
  • Adapting information system to align with regulatory requirements
  • Re-designing of revenue model
  • Developing synergies between private and contractor banks
  • Digitalizing approach to facilitate client navigation

Our Expertise

Our consultants have been working at the heart of these transformations and can help you take on these new challenges. Listed below are some of the many expertise Aurexia consultants have to offer but are not limited to:

  • Drafting of target operating model
  • IS Improvement with migration strategy
  • Regulatory Compliance scoping and steering
  • Process optimization and securization

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