Advisory

Changes in customer needs due to digitalization, increased competitive pressure from new competitors, and constantly tightening regulatory requirements are increasing the complexity of the advisory process. This complexity can be countered by optimized processes that focus on the customer, a revised range of products and services, and innovative systems and cockpits. Our specialists support you in the conception, implementation and introduction of a holistic consulting approach.

Contact for further questions:

Ronnie Mattli,
Managing Partner

Regulatory issues

The constantly tightening regulatory requirements affect all areas of a financial institution. A professional analysis and structured support of regulatory changes form the basis for the successful implementation of these projects.

MiFID II

MiFID II increases the demands on financial service providers in order to enhance investor protection and transparency.

FIDLEG

FIDLEG is the Swiss answer to MiFID II and defines Investor Protection rules for financial services companies. The implementation of FIDLEG has a considerable impact on processes and systems in the advisory and investment management of banks.

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