Our Competencies

We believe that successful consulting engagements are based on a combination of in-depth industry and framework competencies combined with problem solving and moderating capabilities.

We focus our services the wealth management industry for which we possess in-depth expertise and multi-year experience. We support

  • Private banks
  • Institutional asset managers
  • Independent asset management companies
  • Insurance companies
  • Family- and multi-family offices
  • Fund management companies
  • Pension funds

We provide expertise along the whole wealth management value chain taking an innovation, strategy, and / or execution perspective and focus on revenues, costs, and uncertainty management, depending on our clients’ specific needs. We cover all aspects of the value chain, including

  • Product development
  • Marketing and sales
  • Advisory and discretionary services
  • Investment strategy
  • Risk management
  • Portfolio construction and implementation
  • Trading and execution
  • Operations, including middle- and back-office capabilities
  • Client servicing and reporting
We rely on proven frameworks and adapt them to the specific needs of our clients. We believe that solid frameworks are required for structured problem solving and provide a common language. Some of our key frameworks we rely on are

  • Wealth management canvas
  • Value proposition designer
  • Porter’s five tests towards a sound strategy
  • Value based cost optimization
  • Risk management maturity framework
  • Collaborative structure enquiry problem solving
  • Anti-conventional thinking
We believe in certification as one mean of gaining and validating foundation expertise.

Dr. Claude Diderich holds the following certificates:

  • Certified European Financial Analyst (CEFA), issued by the European Federation of Financial Analysts Societies (www.effas.net)
  • Financial Risk Manager (FRM), issued by the Global Association of Risk Professionals (www.garp.com)
  • New Product Development Professional (NPDP), issued by the Product Development and Management Association (www.pdma.org)
  • Project Management Professional, issued by the Project Management Institute (www.pmi.org)