We provide strategic and operational advisory services to asset managers, fund management companies, institutional investors and financial services providers.

Our work covers market positioning, business development, operating models, outsourcing, fund structuring and governance. We combine senior management experience with an understanding of the regulatory and operational requirements of the Swiss and European financial markets.

Our approach is independent, pragmatic and focused on implementation.


Our Core Services:

1. Strategic Market Positioning & Market Entry

Advisory and execution support for financial institutions and service providers entering or expanding in the Swiss market – inclu­ding location strategy, licensing (FINMA), governance frameworks, and operational implementation.

Development of business and operating models, leadership of integration and transformation programs, and design of sustainable structures compliant with regulatory requirements.

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2. Sourcing & Partnerships

Design and management of near- and offshoring models, support in provider selection and outsourcing tenders (RFPs, beauty parades), and effective governance and oversight of service relationships.

Compliance with regulatory requirements and implementation of quality and accountability frameworks across the entire value chain.

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3. Business Development & Growth

Support for fund management companies (ManCos/AIFMs), banks, asset managers, and fund platforms in systematically expanding their institutional client base – from pension funds and family offices to international distribution partners.

Development of growth strategies, distribution models, and P&L-driven performance mechanisms, based on proven experience in client and revenue responsibility.

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4. Governance, Oversight & Independent Directorships

We take on board, supervisory, and advisory mandates for fund structures, asset management companies, investment foundations, and family offices.

Enhancement of governance, transparency, and accountability through targeted engagement at both strategic and operational levels.

Promotion of effective collaboration between management, risk, compliance, and control functions – ensuring alignment of business objectives with regulatory standards, investor interests, and ESG principles.

Mandate execution in line with international best practices and the Swiss and European supervisory environment.

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5. Fund Structuring & Cross-Border Solutions

Advisory on structuring, jurisdiction selection, and implementation of fund vehicles, as well as harmonisation of operating models across multiple domiciles.

Support for private-label and white-label models for banks, asset managers, and service providers, supporting regulatory compliance and market access.

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6. Fiduciary Oversight, Risk Management & Investor Protection

Strenghtening governance and risk management practices within financial institutions, asset managers, fund management companies, investment foundations, and insurance organizations.

Establishment of transparency, control, and integrity through clear accountability and verifiable decision-making processes.

Protection of investor and beneficiary interests through independent oversight, excellence in reporting, and effective fiduciary accountability.

Combination of regulatory expertise and executive leadership experience at C-level and board level.

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