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Wealth Management

We support Private Banks and Wealth Managers as they face a major evolution in their business. Digital capabilities, regulatory constraints and an emerging generation of clients are deeply transforming the way they attract and retain customers.

Offerings

Complying with DAC 6 reporting obligations
Products & Services in Wealth Management
The right pricing definition in Private Banking
Defining an exceptional client experience

Complying with DAC 6 reporting obligations

We accompany our clients in preparing to comply with new DAC 6 tax reporting obligations, from impact analysis to the definition of their target operation model and revamping their information systems to be compliant from day 1.

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DAC 6 gap assessment tool

Sia Partners has built a DAC 6 assessment tool in order to help private banks comply with all the requirements of the DAC 6 Directive.

Products & Services in Wealth Management

In a context where Private Banks are under increasing pressure (increase in regulatory requirements, changes in both competition and customers' needs) we help you seize the opportunity to evolve business model and positioning evolve by redesigning your products & services offer.

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Business Segment Strategy Design & Implementation

We helped a leading private bank in the UK to design a new business segment strategy based on client profitability analysis, customer needs as well as preference and behaviors. Then, we provided a TOM definition and contributed to the development of a new CRM tool. 

The right pricing definition in Private Banking

In a context of low rates, decreasing margins and exponential costs, pricing has become a vital stake for Private Banks. To ensure sustainable revenue but also to attract and retain clients, we work with industry players to define an appropriate pricing offer and educate employees accordingly.

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Service Model Rollout for a major Swiss bank

Sia Partners was mandated to help define the Solution Blueprint of a new advisory tool, develop content on Offering, Pricing and Operating Models, as well as manage project expenses and budget for the Discretionary & Advisory Mandates for our client in Asia.

Defining an exceptional client experience

We accompany market players in defining an exceptional client experience, integrating regulatory constraints and operational efficiency imperatives. We help them understand and optimise client journeys and deliver value-added services.

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Client Lifecycle Management Program

We helped define a multi-year program in APAC to transform front-to-back CLM processes, vision and design principlesFor a leading Swiss Bank, . This assignment included program setup, monitoring, TOM review and conducting post-implementation reviews.