FINVAL.CH :: References

David Solo,
CEO Swiss & Global Asset Management and CEO GAM:

"Thomas Wähling has given us valuable support in assessing business areas and developing benchmarking and incentive compensation solutions. His approach successfully combines in-depth analysis, clearly structured presentations and recommendations, as well as the development of tools that enhance our daily business"

André Rüegg,

Former Head Sales & Distribution:

"Thomas Wähling has demonstrated remarkable analytical abilities and a very quick mental grasp in evaluating markets, enterprises and businesses, as well as in developing incentive compensation systems for us. The custom-made simulations and controlling instruments developed by him, enable us to grasp complex issues in a short period of time and to find efficient solutions for them."

Martin Jufer,
Chief Operating Officer and Head of Products & Services:

"We have mandated Thomas Wähling (finval) with assessing the impact of the new Circular on "Supervision and Internal Controls" of the Swiss Federal Banking Commission (SFBC) – including a gap analysis and the proposal of improving measures. The scope of the project related to our European Asset Management business, including all legal structures within this business. Thomas performed this mandate based on his excellent knowledge of our business processes in a structured and vigorous manner, delivered the expected results always on time, and also proposed and implemented improving activities in addition to the original assignment "on the fly". We are highly satisfied with the pragmatic approach chosen and the innovative display of processes, risks and related controls developed by Thomas – a set of “control matrices” which allow us to maintain the system on our own in the future. If we were going to have a similar project again in the future, we would not hesitate to mandate finval again."

Martin Rust,
Head Sales & Management Services, Head Marketing & Communications:

"In order to improve the efficiency of the “Contract Management” handling within our business, a complex topic requiring the identification of diverging needs of stake holders pertaining to different business areas, the consideration of legal, regulatory, commercial and process-related aspects, as well as of existing technical solutions, we mandated finval – Finance & Value with the development of an overarching concept, including the definition and documentation of specific business requirements and a proposal for an optimization of relevant processes. Due to recent changes in our organization, this new concept had to be developed from scratch within a very short period of time. Once again, Thomas Wähling delivered excellent results which were clearly beyond our expectations. The concept and solution proposals formulated by Thomas Wähling have been successfully implemented by us and have proven their appropriateness in practice. Apart from significant cost savings achieved during the specification and development phases, the solution also includes process and workflow-related features that highly simplify our daily operations, while considerably improving our internal controls."

René Schneider,

Head Product Management & Development:

"We engaged Thomas Wähling to run a customized project management course for a group of fund specialists that act both as product developers and as product managers. This task required a thorough understanding of our business processes, combined with a good grasp on the fund industry and methodological skills. Thomas performed extremely well and delivered on all of these dimensions exceptionally. More specifically, Thomas is not only a highly knowledgable finance professional with a great analytical mind, but also understands to effectively communicate and transfer know-how. Helped by his own experience and track record of successfully managing projects, Thomas made a valuable and hopefully lasting contribution to our goal of "excellence in fund projects". I commend Thomas for an excellent job well done and would without hesitation consider finval for future assignments."