Session 1 — Assess current journeys
Diagnose friction points across onboarding, advisory transitions, and inheritance-triggered events.
Invest & Inheritance Insights
Investment and inheritance journey modernisation
This offering supports Swiss private banking and wealth teams in redesigning advisory and succession journeys with stronger service continuity, decision transparency, and execution ownership.
Delivery package
Modules, examples, and booking path
Session 2 — Design target state
Define a practical journey model balancing client experience, advisor productivity, and legal controls.
Session 3 — Plan implementation
Prioritise initiatives with clear ownership, milestone logic, and value hypotheses.
3-session workshop
Design end-to-end client and advisor journeys that improve service quality, transparency, and operational efficiency.
- • Assess current onboarding, advisory, and succession journey pain points across channels and teams.
- • Design target-state journeys balancing client experience, advisor productivity, and regulatory obligations.
- • Prioritise implementation initiatives with clear ownership, milestones, and value hypotheses.
Illustrative application contexts
- • Cantonal bank scenario (Zürcher Kantonalbank, Banque Cantonale Vaudoise, Basler Kantonalbank, other): integrated advisor-client succession journey blueprint across channels.
- • Wealth platform scenario (UBS, Julius Baer, Swissquote, other): decision checkpoints for inheritance-triggered portfolio actions.
- • Private banking group scenario (Pictet, Lombard Odier, UBP, other): harmonised controls across multi-jurisdiction families.
Gated content
Executive summaries and full reader pages
Access the summary first, then open the full PDF in a dedicated reader page with team context, share actions, and a direct booking path.
invest inheritance
Invest & Inheritance Journey Asset
Client journey redesign across advisory, succession, and execution continuity.
A journey-led view of how private banking and wealth teams can modernise investment and inheritance interactions.
- • Diagnoses friction across onboarding, advisory transitions, and inheritance-triggered events.
- • Designs a target journey balancing client experience, advisor productivity, and control needs.
- • Prioritises implementation actions with clear ownership and value hypotheses.
invest inheritance
ZKB Case Context Asset
Illustrative cantonal-bank application scenario for the target journey.
A client-context illustration showing how the invest-and-inheritance journey can be applied in a Swiss cantonal banking setting.
- • Makes the target-state journey concrete with a Swiss client context.
- • Shows where advisor, operations, and client touchpoints need tighter orchestration.
- • Provides an implementation lens for role clarity and execution sequencing.
Team for this offering
Relevant delivery profiles
The team composition is adjusted to the offering scope, with profiles selected for execution depth, analytical rigor, and stakeholder coordination in Swiss financial-services environments.
Nourdine Abderrahmane
Partner | Country Head Magpie Projects Schweiz
Swiss financial-services transformation leader with broad strategy, innovation, and delivery experience across capital markets, post-trade, and wealth-management change programs.
Why relevant here
Provides executive sponsorship, Swiss market context, and senior programme leadership across business, technology, and implementation decisions.
Joao Vieira de Meireles
FS Business & IT Manager
15 years of professional experience, including 10 years of consulting across fund and asset servicing, brokerage, insurance, corporate banking, and wealth management.
Why relevant here
Leads transformation delivery, target-state design, cloud and AI-enabled platform initiatives, and coordination between business and technology stakeholders.
SH
Stefan Hartenberger
Senior Project Manager
Senior banking transformation lead with experience in transaction banking, neo-broker onboarding, target operating model design, core banking implementation, testing, and regulatory delivery.
Why relevant here
Supports operating-model redesign, execution governance, and implementation readiness across banking change programs.