Consulting for Financial Services

🌍In a world of shifting alliances and economic uncertainty, Swiss banks must stay agile to protect their long-standing ‘safe haven’ reputation. In collaboration with the Swiss Bankers Association, we're delving into the critical implications of these shifts across the banking spectrum, from retail and wealth management to corporate and asset management. Our key focus areas include: ⚠️ Geopolitical Risks: Which risks are most pressing for Swiss banks and the broader financial ecosystem? 📊 Sectoral Impact: How are different segments—from retail to corporate banking—affected? 🛡️ Strategic Response: How can Swiss banks effectively identify, assess, and mitigate these risks? Our analysis highlights one critical insight: sanctions are becoming a pivotal factor in shaping Switzerland’s role in a multipolar, power-driven world. To maintain their 'safe haven' status and global competitiveness, Swiss banks must adopt a clear, well-defined position on neutrality. Additionally, harnessing digital innovation—particularly the transformative power of AI —will be essential to staying ahead.  💪The good news? Our simulations show that the Swiss banking system demonstrates strong resilience against long-term geopolitical risks. However, adaptability remains paramount. To effectively navigate this evolving landscape, banks must develop a comprehensive geopolitical risk framework and leverage scenario analysis to stay agile and prepared. 👉 Read more in our comprehensive study on how Swiss banks can navigate these challenges: lmy.de/Gjpad

𝐎𝐮𝐫 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐓𝐞𝐚𝐦 𝐢𝐬 𝐞𝐱𝐩𝐚𝐧𝐝𝐢𝐧𝐠 🚀🚀🚀   The zeb Management Team is growing and getting even younger: Sandra Douqué (41), Dr. Robert Ellenbeck (42) and Dr. Andreas Scheuermann (41) are joining zeb’s highest executive body, which advises Managing Director Dr. Markus Thiesmeyer. With this expansion, the Management Team will cover an even wider range of expertise and reflect zeb’s growth and ambitions for the future. "It is important to me that young colleagues take on responsibility and gain visibility. Sandra, Robert and Andreas will contribute their own focus areas and fresh client-centric perspectives, which will help us to lead zeb even more successfully,” Markus said about his decision. Congratulations and all the best to Sandra, Robert and Andreas in their future roles! 🥳

Ja, die Uhr tickt. Und der 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐀𝐜𝐭 - 𝐃𝐎𝐑𝐀 - steht vor der Tür. Januar 2025? Das ist in einem Vierteljahr. 😳 Wenn Sie jetzt noch Gesprächs- oder sogar Beratungsbedarf haben, sollten Sie nicht länger zögern, sondern unsere Kolleg:innen direkt kontaktieren. 👍 Danke an Michaela Schneider und BRANDL TALOS Rechtsanwälte für diese wichtige und wertvolle Veranstaltung und an unsere Kollegen Günther Blaha - Roger Christoph Buschmann - George Elias Stylianou für die interessanten Beiträge.

Case study: Helaba Debt Fund Platform 🚀  In 2021, Helaba set out on a strategic mission to improve credit portfolio management and balance-sheet flexibility. The key objective was clear: implement a systematic and forward-looking approach to portfolio management while expanding the bank’s risk distribution.   Our result, the “Infrastructure Debt Fund I” was closed in a record time of just three months! Helaba retains a significant share of exposures, ensuring high diversification within the funds. This strategy provides attractive economics and flexibility, supports larger loan amounts, and strengthens customer relationships. 💪  For more information, visit the Helaba Debt Funds Platform lnkd.in/ddskzzEY Jens Kuttig Gunnar Rittershaus