Athanase supports Asset & Wealth Managers at every stage of their development, across the entire value chain, through a comprehensive service offering:
✔ At the creation of the company / launch of a new activity: identifying needs, drafting the regulatory license application/business plan, defining governance and target operating models, creating the procedural framework, integrating the company into the Asset Management/Wealth ecosystem, assisting with product creation, developing the business plan, supporting recruitment, and outsourcing functions at launch.
✔ In their development and growth strategy: corporate strategy, organic growth strategy, external growth strategy, support with acquisitions/disposals, and post-merger integration (PMI).
✔ In their product and distribution strategy: product offering/range, remuneration models, distribution strategy, client experience.
✔ In their positioning on sustainable finance: ESG strategy, regulatory compliance, ESG transformation (data, technology, and reporting), marketing documentation, and external communication.
✔ In Operations: operational strategy and model, process optimization, operational resilience.
✔ In Finance activities: organizational diagnostics, optimization of existing processes, implementation/support for performance monitoring and steering, transformation of the function through Data / Tech & Digital levers.
✔ In strengthening their risk management framework: financial, operational, compliance, and sustainability risks.
✔ In their compliance and internal control systems: regulatory diagnostics, compliance support, delegation of permanent and periodic controls.
✔ In their IT/Data challenges: data strategy, data management, support with tool selection and change management, cybersecurity.
Company Details
- Address
- Geneva, Geneva 1204, Ch
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://athanaseconseil.com/
- Keywords
- Geneva.
- HQ
- Geneva, Geneva
Athanase Consulting Switzerland Questions
Athanase Consulting Switzerland's website is https://athanaseconseil.com/
Athanase Consulting Switzerland's LinkedIn profile is https://ch.linkedin.com/company/athanase-consulting-switzerland
Athanase Consulting Switzerland's industry is
Financial Services
Athanase Consulting Switzerland's top competitors are
J.p. Morgan Asset Management,
Instaffo,
Akur8,
Factorial,
Lone Star Funds,
Inocap Gestion,
Engie,
Athanase Consulting,
Groupama Asset Management,
Lseg.
Athanase Consulting Switzerland's categories are Financial Services
