Strategy, Valuation & Restructuring

• Buy-side valuation at business area & corporate levels of Investment Bank, for strategic management purposes
• "MiFID Strategy" for large Swiss private bank 
• Valuation of acquisition target (alternative investments)
  for large Asset Management company
• Performance analysis & "strategy review" of institutional business of large Asset Management company
• Post-merger integration for large Swiss private bank 
• Re-organization at corporate & business area levels for
  large Swiss financial institution 
• Valuation Private Banks & Asset Managers (M&A)*

Strategic & Financial Controlling

• "Financial Management Strategy” for Investment Bank
• Performance assessments of front functions for mid-sized Swiss private bank
• Development Management Cockpit for large Asset
  Management company (interim solution) 
• Development Fund Benchmarking & Project Monitoring
  tools for large Asset Management company
• Set-up strategic & Venture Capital Investment Controlling
  for business area of large Swiss financial institution

Risk Management & Compliance

• Concept, requirements and processes for pre-trade risk
  controls for Investment Banking boutique 
• "Disclosures of Substantial Shareholdings" for international Asset Management group
• "Disclosures of Substantial Shareholdings" for large Swiss private bank
• "Supervision and Internal Controls" for European business
  area of large Asset Management company
• Solution design for "Distribution Contract Management"
  handling for large Asset Management company 
• Set-up and implementation of new Internal Policies
  framework for Swiss Private Bank

Incentive Compensation Design

• Development of regulatory rules for Incentive Compensation Systems of Financial Institutions
• Support of Swiss National Bank regarding sound Incentive Compensation principles (Financial Stability Board - G20)
• Short- & mid-term incentive plan for Swiss Private Bank
• Front-design for large Asset Management company
• Incentive Compensation Design for Private Banks *
• Development value-based Cash Incentive Simulator for international distribution area of Swiss Asset Manager

Other

• Development Valuation Simulator for teaching purposes