A large Swiss retail bank was restructuring its asset management operations and required a specialized consultant to design and optimize the operating model. The challenge was to improve the efficiency and structure of the asset management function without focusing on investment strategies, ensuring the model aligned with regulatory standards and market demands.

expertpowerhouse provided a Swiss-based Asset Management Consultant with expertise in designing and refining asset management operating models. The consultant worked part-time with the project team, focusing on restructuring the bank's operating framework, ensuring that the new model was efficient, compliant, and fit for the bank's strategic goals.

The result was a robust and efficient asset management operating model tailored to the bank’s specific needs. The consultant’s work ensured that the model aligned with the bank's regulatory requirements and positioned it for future growth within the financial services industry.