Be the First Choice for Your Clients’ Wealth

Qyro Partners designs and delivers learning and development, coaching, and consulting solutions for private banks and EAMs.

Competition is on the rise, and your clients have many options.

Private banks and External Asset Managers face the same core pressure points: grow assets, deepen client relationships, and develop the people responsible for both.

The context differs. Private banks manage this across structured teams and hierarchies. EAMs carry the same demands with leaner teams and less institutional infrastructure.

What neither can afford is generic solutions. The relationship between a banker and a UHNW client runs on deep trust, discretion, and long-term horizons. Solutions provided to banks need to reflect that complexity and be structured, measurable, and highly tailored.

In the race for UHNW clients, the winners are the banks with truly exceptional people.

We partner with private banks to develop exceptional professionals who consistently win, deepen, and retain UHNW relationships. We help bankers and wealth advisors build effective strategies to:

  • Identify and convert qualified prospects into profitable clients

  • Fast-track sales growth and become more profitable

  • Build lasting client relationships with ease

  • Have clients who seek you out as the trusted bank

We Deliver Measurable Outcomes

Increase AUM & Revenue

Stand Out in the Market

Maximize Client Share of Wallet

How We Deliver Results

  • Learning & Development

    Structured programmes for relationship managers and teams, built around the realities of private banking client acquisition, retention and wallet share.

  • Coaching

    Individual and team coaching based on the PROFIT model, delivered to ICF standards, for RMs, team managers and senior bankers working through specific performance or transition challenges.

  • Consulting

    Advisory work informed by direct experience inside top-performing private banks, covering team structure, client coverage models, and go-to-market positioning for leadership teams shaping strategy.

Ironclad client relationships are the lifeline of your business.

Build Client Relationships That Make Your Bank Their First Choice.

With our advanced training, coaching, and consulting solutions, we address the industry's unique challenges so banks stand out with clients, fast-track their sales growth, and consistently exceed targets in a demanding market.

Why Qyro Partners?

By Private Bankers. For Private Bankers

Our team brings decades of hands-on private banking experience across Asian, Middle Eastern, and European markets, including with globally recognized institutions such as UBS (formerly Credit Suisse), Standard Chartered Bank, and others.

Our L&D solutions are eligible for Swiss SAQ accreditation and are delivered to ICF coaching standards, making them directly compatible with Continuing Professional Development (CPD) requirements.

Fast Track Your Growth In A Demanding Market

Step 1: Book a Call with Us

A focused conversation to understand your specific situation and objectives.

Step 2: Co-Create Solutions

We design a programme together, scoped to your objectives, timeline and internal reporting requirements.

Step 3: Achieve Tangible Results

Delivery, with progress reviewed against the goals agreed at the outset.

Meet our executive team

Marjan Najafi

CEO

Marjan is an accomplished private banker with 18 years of international experience across global finance hubs, including Singapore, London, the UAE, and Switzerland, with top institutions such as Credit Suisse/UBS, Standard Chartered Bank, and Bank J Safra Sarasin. With extensive hands-on experience in private banking at leading international banks across three continents and a specialized focus on UHNW clients, we have established ourselves as trusted experts for banks and financial institutions globally. Her sharp skills as a relationship manager for UHNW clients have driven her to provide tools and strategies that empower private banks to acquire the right solutions to stand out and exceed targets consistently.

Dr. Johannes Le Blanc

Head of Advisory

With over 20 years of international experience in consulting and advisory, Johannes has in-depth knowledge of performance techniques and transformational growth processes for senior professionals and their teams. Johannes is an ICF-certified coach.

Sebastian Heinrich

Senior Advisor

Sebastian is a seasoned bank executive with over 20 years of international work experience in Banking & Finance, Strategy Consulting and Operational Leadership. His areas of expertise include Wealth-, Asset- and Trust Management, Family Offices, Private Markets, M&A and Finance. Sebastian is a graduate economist (University of Mannheim), holder of an Executive Master in European & International Business Law from the University of St. Gallen and participant of the Executive Education programs of INSEAD Business School and Harvard Law School. He is qualified by CAIA and CISI and accredited by the FCA and FINRA.

Download your FREE guide

Top Strategies for Prospecting UHNW Clients in Private Banking

If you're weighing up whether your teams, or your leadership pipeline, have what they need to meet next year's targets, that's exactly the conversation worth having with us today.