We supports funds, asset managers, institutional investors and service providers with independent governance, board, and project expertise – pragmatic, experienced, and internationally oriented.

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 regulatory-compliant, sustainable structures.

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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 assurance of efficiency, transparency, and governance across 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 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

Assumption of 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 harmonization of operating models across multiple domiciles.

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

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6. Fiduciary Oversight, Risk Management & Investor Protection

Promotion of sustainable governance and risk cultures 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 a living fiduciary accountability.

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

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