Marketing & Sales

We help senior executives decide on sales and marketing initiatives by providing a deeper understanding of their clients, and the strategies to build closer and more profitable relationships with them.


Areas for which we provide advice comprise the following:

  • Event Management, e.g. within the industry sectors of Wealth Management, Private Banking
  • Client acquisition and retention
  • Sales Management for fund distribution
  • Client profitability

For further topics, please contact our Managing Partners.

Our Services


For references, please contact our Sales Team.

Share this page