ADDWISE supports banking institutions, asset managers and life insurers in the activities of Private Banking / Wealth Management. Special emphasis is placed on:
Development of business activities in new markets, starting from the outline of the entry strategy to the implementation of the envisaged actions, covering the establishment of structures, processes and offering, including the recruitment of human capital.
Transformation and adjustment of the business model following changed business, regulatory and operational conditions.
Corporate governance on selected topics such as strategy and internal control system in collaboration with the accountable bodies.
ADDWISE is active in the area of Wealth Management education, collaborating with academic and training institutions.
ADDWISE foremost benefit for the client is to get engaged into the implementation of the plan, further to designing the strategic approach. Contributing up to the delivery of a functioning initiative does constitute the company value proposition.