Your Partner in Private Banking Growth
Exceed targets consistently
Headquartered in Switzerland, we provide world-class consulting and training programs to equip private bankers with solutions to build high-value, long-term client relationships.
Marjan Najafi
CEO
âOur solutions are meticulously curated by accomplished private bankers managing portfolios exceeding a billion dollars in Assets under Management. Shaped by insights from esteemed Ultra High Net Worth clients, they offer a seamless blend of experience and excellence.â
We help you exceed targets consistently
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Increase Assets Under Management (AUM)
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Boost Sales
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Maximize Client Share of Wallet
Our Services
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Sales Training
Are you looking for effective strategies to increase growth in your bank?
Our programs are designed by industry experts and tailored for bankers and team leaders. Informed by invaluable insights from UHNW clients, we delve deep into the essential elements of the client journey, ensuring excellence at every step.
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Consulting
Do you want to become a top private bank?
We align your strategy with the latest standards to create world-class solutions and help you gain access to the latest and best-in-class products. Our core strength lies in Swiss private banking, with a team of industry veterans and innovative thinkers dedicated to navigating complexities and seizing opportunities.
Private bankers at their best
Exceeding targets. Maximizing potential.
Testimonials
What sets us apart?
* World-Class Expertise
Unmatched hands-on experience across international hubs like the UK, Singapore, UAE, and Switzerland, with a specialized focus on UHNW clients in the Middle East, Asia, and Africa.
* Client-Driven Approach
Shaped by extensive input from private banking clients, ensuring that their insights are the driving force behind our solutions.
* Tailored for Individuals & Teams
We cater to individual bankers and teams to enhance prospecting and client management skills. Each solution is crafted to address the unique demands of the industry.