Andreas Perret Email & Phone Number

Zürich, Zh, Ch

Zürich

Leading the Pricing & Offering Shelf Mgmt. for Credit Suisse Schweiz AG Retail and Digital Bank i.e. CSX.- Managing the CS retail offering in Switzerland by building new capabilities, optimizing existing products and removing non-performing, non-strategic offerings - Leading the development and implementation of a retail oriented, multi-channel capable, attractive and profitable pricing

Zürich Area, Switzerland

Management of Regulatory Change Programs for Credit Susisse Trading, Execution and Global Markets Businesses such as the CS Switzerland LIBOR Transition Program, Market Risk / Capital programs, EU Benchmark Regulation and related topicsSince 2021, leading the alternative reference rate product development for Mortgages, Lending and Deposits. - Achieved contract/client transitions of >80bn CHF exposure in Lending/Mortgage & Derivatives LIBOR Exposure to SARON. Management of conduct risk and leading the development of innovative ARR floating rate offerings targeted to WM and Retail clients.

Zürich Area, Switzerland

Leading a team of senior specialists for Pricing and Procurement at Credit Suisse Universal Bank. Being responsible for the client pricing strategy definition, governance, reporting and implementation of measures. Leading the data analytics and digitalization of banking processes of the client/bank interface i.e. for pricing and discount mgmt. Key achievement was to realize a high double digit million CHF P&L uplift with cost and pricing measure. Qualitatively , the multi channel pricing strategy and a client value based retention program have been developed successfully.

Zurich, Singapore

Leading a multi year transition program of separating the Securities Execution, Sec. Execution Advisory and Direct Access Client Services to increase specialization, reduce operational losses and increase client service quality and revenues. With this (almost) full automation, extension & collaboration of services internationally and meaningful cost savings could be achieved within 5 years Acting as global COO for 14 international Location and the Zurich headquarter of the Securities Execution Business. Leading multiple business development, process optimization, digitization, risk and regulatory programs. Using data analytics and targeted investments in platform / digitization for business translation. Successful delivered more client value (improved securities execution quality), lower risks (cut of financial losses and incidents by >70%) and higher cost efficiency (Realization of 1/3rd of cost reduction) while realizing meaningful business volume and revenue growth.

New York, Usa

Mandate was to develop and implement a strategic plan to turn around Private Banking USA Business after Credit Suisse “One Bank” reorganization. Achievement was the implementation of a broad range of measures to transform into a true Wealth Manager and to significantly improve net contribution. Built and lead an international team of four senior business development specialists in NY • Analysis & implementation plan of Self Custody and Clearing platform strategy for PB USA • Build of a comprehensive credit and lending platform in the US• Implementation of a profitable revenues growth program focusing on new products and product improvements including measures to increase penetration of higher margin products • Implementation of a middle market line of business for Fixed Income and Corporate Cash management in close co-operation with Credit Suisse IB/FIG and AM (>USD 40m additional PTI p.a.)• Implementation of Financial Planning service offering out of the PB USA Family office• Trust Business strategy for PB USA• Leading the opportunistic M&A process to assess and act on opportunities to gain scale and capability for PB USA

Zürich

Leading business projects for Private Banking Switzerland, built and lead an international team of business development specialists in Zurich • Leading the Operational Excellence (Lean Sigma) deployment support for PBS/PBI. Recruiting & managing 30+ Black Belts (project managers) projects and stakeholders • Leading the Program Management office for design and implementation of the Credit Suisse Advisory Process • Designing international growth strategies for the USA, Eastern Europe and Middle East• Built and lead the business governance over the Private Banking E-channel (DirectNet and Front Net)

Management Consultant, member of the Financial Services Practice AreaWorking at various Banking Projects in the UK, German and French market. E.g. Corporate/Investment Banking Strategy for an international Bank (Frankfurt/London), Cost reduction program at a Wholesale Bank in Germany - responsible for IT, Operations (30% impact), a Prost Merger integration of two corporate mortgage banks - responsible for financial model and benefit tracking, Risk management strategy – development of a credit risk management concept, Pension Fund – Development of a new product line for German retail clients (Riester Rente)

Accelerated Development Program, Business Administration And Management, General

September to November 2013

Mba, Master Of Science In Business Administration

Diplom Kaufmann, Betriebswirtschaftslehre / Business Administration