Strategy, Valuation & Restructuring
- Reassessment onshore Private Banking strategy for Private Banking subsidiary of large financial institution
- Re-organization of subsidiary of large financial institution
- Post-M&A integration of German subsidiary into international banking group
- Valuation Private Banks (M&A)
Strategic & Financial Controlling
- Set-up & implementation reporting framework to international headquarters for German private bank
Risk Management & Compliance
- In close co-operation with Big4-firm: Lead of three projects
in the context of the ECB Comprehensive Assessment (AQR/Stress Test: operational lead retail bank, lead of workstream "Collective Provisioning" across 7 banks,
join-up regional bank)
- "Disclosures of Substantial Shareholdings" for international Asset Management group
- "Disclosures of Substantial Shareholdings" for large Swiss private bank
- Implementation of group-wide Compliance rules (KYC, AML,etc.) for German Private Banking subsidiary
Incentive Compensation Design
- Analysis of regulatory requirements regarding Incentive Compensation in the banking sector