We are a boutique innovation and strategy consulting firm helping you optimize your value generating capabilities. We believe in success through business model innovation combined with applying design tinking to problem solving. With our in-depth expertise and long standing experience, we focus on innovation, strategy, and technology



We apply design thinking to problem solving, focusing on reducing complexity through iteratively observing, learning, designing, and validating. We combine analytical rigor with creativity. We focus on those aspects that matter most. We help you develop and implement sound solutions in a much shorter time, when compared to classical deductive approaches



We focus on results rather than invoicing effort. We support you with implementable solutions and provide you with straightforward access to all our knowledge. By focusing on value creation and minimizing unnecessary overhead, we ensure an optimal return on investment to you




We support you on unleashing sustainable growth through innovative products and services that matter to your clients and re-imagining the future of your business model



We advise you on designing the right business strategy focusing on satisfying real customer needs and leveraging a tailored value chain



We help you understand the value of technology and advice you on making the right decisions, aligning technology with your business model in the age of digitization

Prototyping, brainstorming, and observations. These are the fundamentals of the reading, writing, and arithmetics of innovation"
Tom Kelley, IDEO


The digital evolution is enabling the creation of sophisticated technology-based solutions making wealth management more accessible, affordable, and eponymous. The WealthTech Book is a comprehensive guide into the disruption, innovation, and opportunities in the wealth management industry. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts, and consultants working in or interested in investing in this space. The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.

Claude Diderich contributed a paper called The Wealth Management Canvas: A Framework for Designing the WealthTech Firm of the Future.

Don’t hesitate and order your personal copy here. If you want to have your copy signed and inscribed by Claude Diderich, just have your order delivered to us and send us a message with your address and we will forward you order signed and inscribed to you, once we receive it.

The WealthTech Book


The process of strategy development [supported by Claude Diderich] was interesting. Although the changes to our existing model seemed subtle, the impact is considerable. I believe that the business model we came up with makes a lot more sense now"
Paul Bernardt, Managing Director, UniGroup Relocation Network, now called Harmony Relocation Network
The early conversation among the group [strategic advisory committee] seemed to show that each company wanted different things from the organisation and arriving at a sensible sized list of goals was not going to be possible. Debate and questioning enabled a core list of common goals to be identified around which a strategy could be developed. Claude persisted with simple questioning, leading us to the sensible solutions"
Paul Haynes, Cadogan Tate
Dr. Claude Diderich developed a risk budget engine to optimally translate our market views (TAA) into a concrete client portfolio considering all client restrictions. This engine consistently and transparently aligns the client's portfolio allocation to our tactical view, thus minimizing the loss of alpha-relevant information during the implementation process. Furthermore, the integration of the risk budget engine allowed us to streamline our portfolio management process, thus minimizing implementation costs"
Massimo Ferrari, Head Quand & Balanced PM, Zürcher Kantonalbank
Claude brought to UBS a wealth of structure, knowledge and experience in shaping the discretionary in-vestment process. His solid academic background and detail orientation helped implementing a consistent risk-based process enhancing the quality of transmission of our investment house view into each individual client portfolio"
Andrea Franceschetto, while Director, Portfolio Construction, UBS Wealth Management (former colleague)
This [business unit strategy development] exercise enabled the organization’s leaders to take a look at the business with fresh eyes. It enabled us to challenge and re-examine what has been considered best practice and to re-define this, whilst ensuring we are all aligned regarding where our focus should lie"
Manpreet Dhami-Magne, Director, Destination and Immigration Services, packimpex Ltd.
Dr. Claude Diderich has exceptional analytical skills and the ability to simplify complex matter to a business practical degree. His ability to break down, present and transform challenging business situations is unique and warrants high value"
Michael Blum, Head of Investment Management Hong Kong, UBS (former colleague)