finval
Finance & Value – Management consulting specialized in Financial Institutions
finval.ch
     

Scott Sullivan,

Former member of the Group Executive Board and former Group General Counsel of Julius Baer Holding:

 

"We recently engaged Finance & Value to assist with its response to the EU Markets in Financial Instruments Directive (MiFID). This was a project which required strategic and operational analysis across multiple jurisdictions and a large number of internal group processes. Thomas Wähling successfully led the internal project team for the pre-implementation phase of this project.

 

In this role Thomas combined unfailing energy and strong organisational skills with an ability to synthesise vast amounts of data into a series of concise, well presented, recommendations for management to consider and act upon. Crucially, but often overlooked by others, Thomas then ensured that there was an effective transfer of knowledge at the end of his engagement so that the decisions which he had helped form, could be properly implemented at a divisional level.

 

Thomas has a rare ability to work as part of an internal team and yet still provide a level of objective input. I would have no hesitation in engaging Thomas for future projects."

 

Elmar Zumbühl,

Former Head Legal Risk Controlling & Governance and Legal Counsel, Julius Baer Holding AG:

 

"During the period 2006-2009, Thomas Wähling has supported us in several projects mainly related to risk management, compliance and capital market topics. In these projects, Thomas has shown a keen focus on solving issues and demonstrating a highly target-related working approach, while being always committed to delivering results in time. Next to his versatile banking skills, Thomas has shown a remarkable capacity to holistically approach relevant issues, to structure their complexity and to manage them accordingly. Thomas has demonstrated at all times a very high degree of availability. Thomas Wähling has added considerable value to our endeavors."

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