SlideShare une entreprise Scribd logo

Business Plans in Private Banking and Wealth Management

•Télécharger en tant que PPT, PDF•
•
Alexander Osterwalder
Alexander Osterwalder

This presentation gives a brief overview of a process to develop systematic business plans in private banking and wealth management. More detailed information on the approach can be requested at info@arvetica.com

BusinessÉconomie & finance
1  sur  10
Writing Business Plans in Private Banking and Wealth Management Geneva, 19. April 2007
Overall Objectives to Introduce Systematic Business Plans in Private Banking and Wealth Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[photo by greenboxhouse.wordpress.com]
Objectives of a Systematic Business Plan for Tackling and Identified Market ,[object Object],[object Object],[object Object],[object Object],[object Object]
A Business Plan Approach in 4 Phases Preparation and Planning Elaboration of the Market Approach Identification of Necessary Resources Writing of Business Plan 1 2 3 4 approximately 3 weeks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],approximately 4 weeks approximately 2 weeks approximately 3 weeks
Project Planning Leadership Interview Kick-off & Workshop Second Workshop Third Workshop Review „Plan Marketing“ 1 hour personal interviews Explanation of method Market research Identify objectives Identify participants Planning Material collection 2x3 hours group sessions Client Segments? Offer? Change Agenda Segmentation Client Radar Strategy Canvas 2x3 hours group sessions Client Acquisition? Relationships? Revenues? Change Agenda Multi-channel Design Revenue Model 2x3 hours group sessions Projects? Man/days? Resources? Change Agenda Market Approach 3 hours group sessions Final Presentation Review Next Steps examples / toolset preparation market opinion analysis synthesis synthesis writing checkpoint checkpoint checkpoint approval business plan
Phase 1: Preparation and Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3 4
Phase 2: Elaboration of the Market Approach Client Segments Client Acquisition & Relationship Revenue Streams Today Future 1 2 3 4 Offer / Value Proposition Market Approach 2 Today Future Today Future Today Future
Phase 3: Identification of Necessary Resources Projects man/days Resources Today Future 1 2 3 4 Necessary Resources 3 Client Segments Client Acquisition & Relationship Revenue Streams Offer / Value Proposition Market Approach 2 Projects man/days Resources Today Future Projects man/days Resources Today Future Projects man/days Resources Today Future Today Future Today Future Today Future Today Future
Phase 4: Write the Business Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3 4 Client Segments Client Acquisition & Relationship Revenue Streams Offer / Value Proposition Necessary Resources Market Approach
For detailed information on systematic business plan development in private banking and wealth management contact [email_address]

Recommandé

FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...
FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...
FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...Mangesh Sonawane
 
Private Banking & Wealth Management - What Clients Want
Private Banking & Wealth Management - What Clients WantPrivate Banking & Wealth Management - What Clients Want
Private Banking & Wealth Management - What Clients WantAgile Financial Technologies
 
Ppt on Venture Capital And its types
Ppt on Venture Capital And its typesPpt on Venture Capital And its types
Ppt on Venture Capital And its typesVibhor Agarwal
 
193243335 study-of-hdfc-mutual-fund
193243335 study-of-hdfc-mutual-fund193243335 study-of-hdfc-mutual-fund
193243335 study-of-hdfc-mutual-fundhomeworkping3
 
Investor’s attitude-towards-uti-mutual-funds
Investor’s attitude-towards-uti-mutual-fundsInvestor’s attitude-towards-uti-mutual-funds
Investor’s attitude-towards-uti-mutual-fundsmonikaksoni
 
Corporate Finance Thesis Topics
Corporate Finance Thesis TopicsCorporate Finance Thesis Topics
Corporate Finance Thesis TopicsBachelor Thesis
 
A study of investors perception towards the mutual fund investment
A study of investors perception towards the mutual fund investmentA study of investors perception towards the mutual fund investment
A study of investors perception towards the mutual fund investmenthingal satyadev
 
A study on investment avenues for investor niyaz
A study on investment avenues for investor niyazA study on investment avenues for investor niyaz
A study on investment avenues for investor niyazniyaztvm
 

Recommandé

FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...
FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...
FINAL MMS PROJECT - INVESTOR'S BEHAVIOR TOWARDS INVESTMENT AVENUES ( MANGESH...Mangesh Sonawane
 
Private Banking & Wealth Management - What Clients Want
Private Banking & Wealth Management - What Clients WantPrivate Banking & Wealth Management - What Clients Want
Private Banking & Wealth Management - What Clients WantAgile Financial Technologies
 
Ppt on Venture Capital And its types
Ppt on Venture Capital And its typesPpt on Venture Capital And its types
Ppt on Venture Capital And its typesVibhor Agarwal
 
193243335 study-of-hdfc-mutual-fund
193243335 study-of-hdfc-mutual-fund193243335 study-of-hdfc-mutual-fund
193243335 study-of-hdfc-mutual-fundhomeworkping3
 
Investor’s attitude-towards-uti-mutual-funds
Investor’s attitude-towards-uti-mutual-fundsInvestor’s attitude-towards-uti-mutual-funds
Investor’s attitude-towards-uti-mutual-fundsmonikaksoni
 
Corporate Finance Thesis Topics
Corporate Finance Thesis TopicsCorporate Finance Thesis Topics
Corporate Finance Thesis TopicsBachelor Thesis
 
A study of investors perception towards the mutual fund investment
A study of investors perception towards the mutual fund investmentA study of investors perception towards the mutual fund investment
A study of investors perception towards the mutual fund investmenthingal satyadev
 
A study on investment avenues for investor niyaz
A study on investment avenues for investor niyazA study on investment avenues for investor niyaz
A study on investment avenues for investor niyazniyaztvm
 
Portfolio management
Portfolio managementPortfolio management
Portfolio managementAkash Jeevan
 
Performance evaluation of mutual funds
Performance evaluation of mutual fundsPerformance evaluation of mutual funds
Performance evaluation of mutual fundsnavnit1188
 
A project report on overview of portfolio management in india
A project report on overview of portfolio management in indiaA project report on overview of portfolio management in india
A project report on overview of portfolio management in indiaProjects Kart
 
Review paper on investment in mutual fund through systematic investment plan
Review paper on investment in mutual fund through systematic investment planReview paper on investment in mutual fund through systematic investment plan
Review paper on investment in mutual fund through systematic investment planAbhishek Shrivastava
 
mutual fund summer internship project
mutual fund summer internship projectmutual fund summer internship project
mutual fund summer internship projectNitish Nair
 
Asset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation SlidesAsset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation SlidesSlideTeam
 
summer internship project on ICICI MF
summer internship project on ICICI MF summer internship project on ICICI MF
summer internship project on ICICI MF shubham5ashtikar
 
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...Prateek Gahlot
 
Presentation on equity research
Presentation on equity researchPresentation on equity research
Presentation on equity researchVarsha-sharma
 
Return and risk, systematic investment plan of mutual fund
Return and risk, systematic investment plan of mutual fundReturn and risk, systematic investment plan of mutual fund
Return and risk, systematic investment plan of mutual fundamulya bachu
 
What is investment banking
What is investment bankingWhat is investment banking
What is investment bankingShepherd Kalinchenga
 
Crowd funding
Crowd fundingCrowd funding
Crowd fundingVenkatesh D
 
Startup - Finance and funding 1
Startup - Finance and funding 1Startup - Finance and funding 1
Startup - Finance and funding 1NowMaster Academy
 
project-on-hdfc-mutual-fund
project-on-hdfc-mutual-fund project-on-hdfc-mutual-fund
project-on-hdfc-mutual-fundHARISH NEGI
 
A Study On Portfolio Management
A Study On Portfolio ManagementA Study On Portfolio Management
A Study On Portfolio ManagementAkash Jeevan
 
A Study on the Need of Personal Financial Planning for Individuals in India.
A Study on the Need of Personal Financial Planning for Individuals in India.A Study on the Need of Personal Financial Planning for Individuals in India.
A Study on the Need of Personal Financial Planning for Individuals in India.RifaJuvale
 
A Study on Investment Pattern of Investors on Different Products
A Study on Investment Pattern of Investors on Different ProductsA Study on Investment Pattern of Investors on Different Products
A Study on Investment Pattern of Investors on Different ProductsProjects Kart
 
Strategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation SlidesStrategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation SlidesSlideTeam
 
study of consumer buying behviour towords various schemes of HDFC mutual fund
study of consumer buying behviour towords various schemes of HDFC mutual fundstudy of consumer buying behviour towords various schemes of HDFC mutual fund
study of consumer buying behviour towords various schemes of HDFC mutual fundkhushbu chauhan
 
Customer perception towards mutual funds
Customer perception towards mutual fundsCustomer perception towards mutual funds
Customer perception towards mutual fundsProjects Kart
 
DRAFT: Private Banking Business Models
DRAFT: Private Banking Business ModelsDRAFT: Private Banking Business Models
DRAFT: Private Banking Business ModelsAlexander Osterwalder
 
Private Banking Business Models
Private Banking Business ModelsPrivate Banking Business Models
Private Banking Business ModelsAlexander Osterwalder
 

Contenu connexe

Tendances

Portfolio management
Portfolio managementPortfolio management
Portfolio managementAkash Jeevan
 
Performance evaluation of mutual funds
Performance evaluation of mutual fundsPerformance evaluation of mutual funds
Performance evaluation of mutual fundsnavnit1188
 
A project report on overview of portfolio management in india
A project report on overview of portfolio management in indiaA project report on overview of portfolio management in india
A project report on overview of portfolio management in indiaProjects Kart
 
Review paper on investment in mutual fund through systematic investment plan
Review paper on investment in mutual fund through systematic investment planReview paper on investment in mutual fund through systematic investment plan
Review paper on investment in mutual fund through systematic investment planAbhishek Shrivastava
 
mutual fund summer internship project
mutual fund summer internship projectmutual fund summer internship project
mutual fund summer internship projectNitish Nair
 
Asset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation SlidesAsset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation SlidesSlideTeam
 
summer internship project on ICICI MF
summer internship project on ICICI MF summer internship project on ICICI MF
summer internship project on ICICI MF shubham5ashtikar
 
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...Prateek Gahlot
 
Presentation on equity research
Presentation on equity researchPresentation on equity research
Presentation on equity researchVarsha-sharma
 
Return and risk, systematic investment plan of mutual fund
Return and risk, systematic investment plan of mutual fundReturn and risk, systematic investment plan of mutual fund
Return and risk, systematic investment plan of mutual fundamulya bachu
 
Startup - Finance and funding 1
Startup - Finance and funding 1Startup - Finance and funding 1
Startup - Finance and funding 1NowMaster Academy
 
project-on-hdfc-mutual-fund
project-on-hdfc-mutual-fund project-on-hdfc-mutual-fund
project-on-hdfc-mutual-fundHARISH NEGI
 
A Study On Portfolio Management
A Study On Portfolio ManagementA Study On Portfolio Management
A Study On Portfolio ManagementAkash Jeevan
 
A Study on the Need of Personal Financial Planning for Individuals in India.
A Study on the Need of Personal Financial Planning for Individuals in India.A Study on the Need of Personal Financial Planning for Individuals in India.
A Study on the Need of Personal Financial Planning for Individuals in India.RifaJuvale
 
A Study on Investment Pattern of Investors on Different Products
A Study on Investment Pattern of Investors on Different ProductsA Study on Investment Pattern of Investors on Different Products
A Study on Investment Pattern of Investors on Different ProductsProjects Kart
 
Strategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation SlidesStrategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation SlidesSlideTeam
 
study of consumer buying behviour towords various schemes of HDFC mutual fund
study of consumer buying behviour towords various schemes of HDFC mutual fundstudy of consumer buying behviour towords various schemes of HDFC mutual fund
study of consumer buying behviour towords various schemes of HDFC mutual fundkhushbu chauhan
 
Customer perception towards mutual funds
Customer perception towards mutual fundsCustomer perception towards mutual funds
Customer perception towards mutual fundsProjects Kart
 

Tendances (20)

Portfolio management
Portfolio managementPortfolio management
Portfolio management
 
Performance evaluation of mutual funds
Performance evaluation of mutual fundsPerformance evaluation of mutual funds
Performance evaluation of mutual funds
 
A project report on overview of portfolio management in india
A project report on overview of portfolio management in indiaA project report on overview of portfolio management in india
A project report on overview of portfolio management in india
 
Review paper on investment in mutual fund through systematic investment plan
Review paper on investment in mutual fund through systematic investment planReview paper on investment in mutual fund through systematic investment plan
Review paper on investment in mutual fund through systematic investment plan
 
mutual fund summer internship project
mutual fund summer internship projectmutual fund summer internship project
mutual fund summer internship project
 
Asset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation SlidesAsset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation Slides
 
summer internship project on ICICI MF
summer internship project on ICICI MF summer internship project on ICICI MF
summer internship project on ICICI MF
 
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...
A STUDY ON MUTUAL FUNDS WITH REFERENCE TO ICICI DIRECT (SYSTEMATIC INVESTMENT...
 
Presentation on equity research
Presentation on equity researchPresentation on equity research
Presentation on equity research
 
Return and risk, systematic investment plan of mutual fund
Return and risk, systematic investment plan of mutual fundReturn and risk, systematic investment plan of mutual fund
Return and risk, systematic investment plan of mutual fund
 
What is investment banking
What is investment bankingWhat is investment banking
What is investment banking
 
Crowd funding
Crowd fundingCrowd funding
Crowd funding
 
Startup - Finance and funding 1
Startup - Finance and funding 1Startup - Finance and funding 1
Startup - Finance and funding 1
 
project-on-hdfc-mutual-fund
project-on-hdfc-mutual-fund project-on-hdfc-mutual-fund
project-on-hdfc-mutual-fund
 
A Study On Portfolio Management
A Study On Portfolio ManagementA Study On Portfolio Management
A Study On Portfolio Management
 
A Study on the Need of Personal Financial Planning for Individuals in India.
A Study on the Need of Personal Financial Planning for Individuals in India.A Study on the Need of Personal Financial Planning for Individuals in India.
A Study on the Need of Personal Financial Planning for Individuals in India.
 
A Study on Investment Pattern of Investors on Different Products
A Study on Investment Pattern of Investors on Different ProductsA Study on Investment Pattern of Investors on Different Products
A Study on Investment Pattern of Investors on Different Products
 
Strategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation SlidesStrategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation Slides
 
study of consumer buying behviour towords various schemes of HDFC mutual fund
study of consumer buying behviour towords various schemes of HDFC mutual fundstudy of consumer buying behviour towords various schemes of HDFC mutual fund
study of consumer buying behviour towords various schemes of HDFC mutual fund
 
Customer perception towards mutual funds
Customer perception towards mutual fundsCustomer perception towards mutual funds
Customer perception towards mutual funds
 

En vedette

DRAFT: Private Banking Business Models
DRAFT: Private Banking Business ModelsDRAFT: Private Banking Business Models
DRAFT: Private Banking Business ModelsAlexander Osterwalder
 
A Proven Marketing Strategy and Plan for Financial Advisors
A Proven Marketing Strategy and Plan for Financial AdvisorsA Proven Marketing Strategy and Plan for Financial Advisors
A Proven Marketing Strategy and Plan for Financial AdvisorsDavid Finley
 
Wealth Management in the Digital Age
Wealth Management in the Digital AgeWealth Management in the Digital Age
Wealth Management in the Digital AgeCapgemini
 
Business Plan Powerpoint 1
Business Plan Powerpoint 1Business Plan Powerpoint 1
Business Plan Powerpoint 1haleydawn
 
приватбанкинг 2011
приватбанкинг 2011приватбанкинг 2011
приватбанкинг 2011Sergey Nagornyuk
 
Исследование украинского рынка обслуживания частного банковского капитала (Pr...
Исследование украинского рынка обслуживания частного банковского капитала (Pr...Исследование украинского рынка обслуживания частного банковского капитала (Pr...
Исследование украинского рынка обслуживания частного банковского капитала (Pr...Sergey Nagornyuk
 
Горизонты Варданяна
Горизонты ВарданянаГоризонты Варданяна
Горизонты ВарданянаIlya Balahnin
 
The Lean Startup - Entwicklung innovativer Geschäftsmodelle
The Lean Startup - Entwicklung innovativer GeschäftsmodelleThe Lean Startup - Entwicklung innovativer Geschäftsmodelle
The Lean Startup - Entwicklung innovativer GeschäftsmodelleDr. Judith Grummer
 
Part.1.history pb
Part.1.history pbPart.1.history pb
Part.1.history pbYury Kim
 
Project one : Business plan
Project one : Business planProject one : Business plan
Project one : Business planrivenhau
 
Chapter 7 private banking
Chapter 7 private bankingChapter 7 private banking
Chapter 7 private bankingQuan Risk
 
UK Wealth Management Report Scorpio Partnership May 2012
UK Wealth Management Report Scorpio Partnership May 2012 UK Wealth Management Report Scorpio Partnership May 2012
UK Wealth Management Report Scorpio Partnership May 2012 Scorpio Partnership
 
Обзор украинского сегмента рынка финансовых услуг Private banking
Обзор украинского сегмента рынка финансовых услуг Private bankingОбзор украинского сегмента рынка финансовых услуг Private banking
Обзор украинского сегмента рынка финансовых услуг Private bankingSergey Nagornyuk
 

En vedette (18)

DRAFT: Private Banking Business Models
DRAFT: Private Banking Business ModelsDRAFT: Private Banking Business Models
DRAFT: Private Banking Business Models
 
Private Banking Business Models
Private Banking Business ModelsPrivate Banking Business Models
Private Banking Business Models
 
A Proven Marketing Strategy and Plan for Financial Advisors
A Proven Marketing Strategy and Plan for Financial AdvisorsA Proven Marketing Strategy and Plan for Financial Advisors
A Proven Marketing Strategy and Plan for Financial Advisors
 
Wealth Management in the Digital Age
Wealth Management in the Digital AgeWealth Management in the Digital Age
Wealth Management in the Digital Age
 
Business Plan Powerpoint 1
Business Plan Powerpoint 1Business Plan Powerpoint 1
Business Plan Powerpoint 1
 
приватбанкинг 2011
приватбанкинг 2011приватбанкинг 2011
приватбанкинг 2011
 
Исследование украинского рынка обслуживания частного банковского капитала (Pr...
Исследование украинского рынка обслуживания частного банковского капитала (Pr...Исследование украинского рынка обслуживания частного банковского капитала (Pr...
Исследование украинского рынка обслуживания частного банковского капитала (Pr...
 
Горизонты Варданяна
Горизонты ВарданянаГоризонты Варданяна
Горизонты Варданяна
 
The Lean Startup - Entwicklung innovativer Geschäftsmodelle
The Lean Startup - Entwicklung innovativer GeschäftsmodelleThe Lean Startup - Entwicklung innovativer Geschäftsmodelle
The Lean Startup - Entwicklung innovativer Geschäftsmodelle
 
Part.1.history pb
Part.1.history pbPart.1.history pb
Part.1.history pb
 
Project one : Business plan
Project one : Business planProject one : Business plan
Project one : Business plan
 
90 day Planning Template Approach
90 day Planning Template Approach90 day Planning Template Approach
90 day Planning Template Approach
 
Chapter 7 private banking
Chapter 7 private bankingChapter 7 private banking
Chapter 7 private banking
 
Apresentação%20 fundos%20exclusivos
Apresentação%20 fundos%20exclusivosApresentação%20 fundos%20exclusivos
Apresentação%20 fundos%20exclusivos
 
governance_handbook
governance_handbookgovernance_handbook
governance_handbook
 
Pbsg presentation
Pbsg presentationPbsg presentation
Pbsg presentation
 
UK Wealth Management Report Scorpio Partnership May 2012
UK Wealth Management Report Scorpio Partnership May 2012 UK Wealth Management Report Scorpio Partnership May 2012
UK Wealth Management Report Scorpio Partnership May 2012
 
Обзор украинского сегмента рынка финансовых услуг Private banking
Обзор украинского сегмента рынка финансовых услуг Private bankingОбзор украинского сегмента рынка финансовых услуг Private banking
Обзор украинского сегмента рынка финансовых услуг Private banking
 

Similaire à Business Plans in Private Banking and Wealth Management

47393292 preparation-of-project
47393292 preparation-of-project47393292 preparation-of-project
47393292 preparation-of-projectAshish Kumar
 
Entrepreneurship and Ethics Mod 3
Entrepreneurship and Ethics Mod 3Entrepreneurship and Ethics Mod 3
Entrepreneurship and Ethics Mod 3Chetan T R
 
Value analysis methodology
Value analysis methodologyValue analysis methodology
Value analysis methodologybarcelona98
 
Assessment Resource SummaryUnit DetailsBSBMKG609 D.docx
Assessment Resource SummaryUnit DetailsBSBMKG609 D.docxAssessment Resource SummaryUnit DetailsBSBMKG609 D.docx
Assessment Resource SummaryUnit DetailsBSBMKG609 D.docxgalerussel59292
 
Preparation of Business Plan/ Project Report
Preparation of Business Plan/ Project ReportPreparation of Business Plan/ Project Report
Preparation of Business Plan/ Project ReportVisual Design Solution
 
PGP New Product Generation Project 2003
PGP New Product Generation Project 2003PGP New Product Generation Project 2003
PGP New Product Generation Project 2003Sidewinder2011
 
feasibility study and idea alanysis-- semi 1
feasibility study and idea alanysis-- semi 1feasibility study and idea alanysis-- semi 1
feasibility study and idea alanysis-- semi 1Mohammed Ghorab
 
Business decision making.docx
Business decision making.docxBusiness decision making.docx
Business decision making.docxstudywriters
 
chapter 3, Business planning for entrepreneurship.pptx
chapter 3, Business planning for entrepreneurship.pptxchapter 3, Business planning for entrepreneurship.pptx
chapter 3, Business planning for entrepreneurship.pptxsadiqfarhan2
 
Project Management in Advertising
Project Management in AdvertisingProject Management in Advertising
Project Management in AdvertisingKaye I. Smith, PMP
 
Vladimir tingue - business planning process
Vladimir tingue - business planning processVladimir tingue - business planning process
Vladimir tingue - business planning processVladimirTingue
 
Events Marketing week 10
Events Marketing week 10Events Marketing week 10
Events Marketing week 10Thomas Lunt
 
Measuring The Event Part 1 Final
Measuring The Event Part 1 FinalMeasuring The Event Part 1 Final
Measuring The Event Part 1 FinalNancy Pieretti
 
projectformulationandappraisal.pptx
projectformulationandappraisal.pptxprojectformulationandappraisal.pptx
projectformulationandappraisal.pptxAlkaPandya5
 
M&E Module 4.docx
M&E Module 4.docxM&E Module 4.docx
M&E Module 4.docxswamy62
 
(guideline of business plan)
(guideline of business plan) (guideline of business plan)
(guideline of business plan)Anif Zaidi
 

Similaire à Business Plans in Private Banking and Wealth Management (20)

47393292 preparation-of-project
47393292 preparation-of-project47393292 preparation-of-project
47393292 preparation-of-project
 
Entrepreneurship and Ethics Mod 3
Entrepreneurship and Ethics Mod 3Entrepreneurship and Ethics Mod 3
Entrepreneurship and Ethics Mod 3
 
Value analysis methodology
Value analysis methodologyValue analysis methodology
Value analysis methodology
 
Assessment Resource SummaryUnit DetailsBSBMKG609 D.docx
Assessment Resource SummaryUnit DetailsBSBMKG609 D.docxAssessment Resource SummaryUnit DetailsBSBMKG609 D.docx
Assessment Resource SummaryUnit DetailsBSBMKG609 D.docx
 
Preparation of Business Plan/ Project Report
Preparation of Business Plan/ Project ReportPreparation of Business Plan/ Project Report
Preparation of Business Plan/ Project Report
 
Nonprofit Business Plans
Nonprofit Business PlansNonprofit Business Plans
Nonprofit Business Plans
 
PGP New Product Generation Project 2003
PGP New Product Generation Project 2003PGP New Product Generation Project 2003
PGP New Product Generation Project 2003
 
Guide marketing project
Guide marketing projectGuide marketing project
Guide marketing project
 
feasibility study and idea alanysis-- semi 1
feasibility study and idea alanysis-- semi 1feasibility study and idea alanysis-- semi 1
feasibility study and idea alanysis-- semi 1
 
Business decision making.docx
Business decision making.docxBusiness decision making.docx
Business decision making.docx
 
chapter 3, Business planning for entrepreneurship.pptx
chapter 3, Business planning for entrepreneurship.pptxchapter 3, Business planning for entrepreneurship.pptx
chapter 3, Business planning for entrepreneurship.pptx
 
Project Management in Advertising
Project Management in AdvertisingProject Management in Advertising
Project Management in Advertising
 
Vladimir tingue - business planning process
Vladimir tingue - business planning processVladimir tingue - business planning process
Vladimir tingue - business planning process
 
Project Management
Project ManagementProject Management
Project Management
 
Events Marketing week 10
Events Marketing week 10Events Marketing week 10
Events Marketing week 10
 
Measuring The Event Part 1 Final
Measuring The Event Part 1 FinalMeasuring The Event Part 1 Final
Measuring The Event Part 1 Final
 
projectformulationandappraisal.pptx
projectformulationandappraisal.pptxprojectformulationandappraisal.pptx
projectformulationandappraisal.pptx
 
M&E Module 4.docx
M&E Module 4.docxM&E Module 4.docx
M&E Module 4.docx
 
Sales incentive plan review process
Sales incentive plan review processSales incentive plan review process
Sales incentive plan review process
 
(guideline of business plan)
(guideline of business plan) (guideline of business plan)
(guideline of business plan)
 

Plus de Alexander Osterwalder

Talk with Steve Blank at true ventures
Talk with Steve Blank at true ventures Talk with Steve Blank at true ventures
Talk with Steve Blank at true ventures Alexander Osterwalder
 
#bmgen: The Story of a Bestselling Management Book
#bmgen: The Story of a Bestselling Management Book#bmgen: The Story of a Bestselling Management Book
#bmgen: The Story of a Bestselling Management BookAlexander Osterwalder
 
Business Model Camp, Hub Berkeley, CA
Business Model Camp, Hub Berkeley, CABusiness Model Camp, Hub Berkeley, CA
Business Model Camp, Hub Berkeley, CAAlexander Osterwalder
 
Business Model Foundry (using the Minimal Viable Product concept)
Business Model Foundry (using the Minimal Viable Product concept)Business Model Foundry (using the Minimal Viable Product concept)
Business Model Foundry (using the Minimal Viable Product concept)Alexander Osterwalder
 
A Business Model for Solar Energy - SunEdison
A Business Model for Solar Energy - SunEdisonA Business Model for Solar Energy - SunEdison
A Business Model for Solar Energy - SunEdisonAlexander Osterwalder
 
The Music Industry - new models (excerpt of a keynote)
The Music Industry - new models (excerpt of a keynote)The Music Industry - new models (excerpt of a keynote)
The Music Industry - new models (excerpt of a keynote)Alexander Osterwalder
 
The Music Industry - what's broken (excerpt of a keynote)
The Music Industry - what's broken (excerpt of a keynote)The Music Industry - what's broken (excerpt of a keynote)
The Music Industry - what's broken (excerpt of a keynote)Alexander Osterwalder
 
Business Models Beyond Profit - Social Entrepreneurship Lecture
Business Models Beyond Profit - Social Entrepreneurship LectureBusiness Models Beyond Profit - Social Entrepreneurship Lecture
Business Models Beyond Profit - Social Entrepreneurship LectureAlexander Osterwalder
 
Business Model Knowledge Fair, Amsterdam
Business Model Knowledge Fair, AmsterdamBusiness Model Knowledge Fair, Amsterdam
Business Model Knowledge Fair, AmsterdamAlexander Osterwalder
 
Publishing Conference: A "Guerilla" Author Perspective
Publishing Conference: A "Guerilla" Author PerspectivePublishing Conference: A "Guerilla" Author Perspective
Publishing Conference: A "Guerilla" Author PerspectiveAlexander Osterwalder
 
Business Model Knowledge Fair & Book Launch
Business Model Knowledge Fair & Book LaunchBusiness Model Knowledge Fair & Book Launch
Business Model Knowledge Fair & Book LaunchAlexander Osterwalder
 
Business Model Exercise Series : nr.1 - ideation
Business Model Exercise Series : nr.1 - ideationBusiness Model Exercise Series : nr.1 - ideation
Business Model Exercise Series : nr.1 - ideationAlexander Osterwalder
 
Business Model Example Series : Issue 2 / iPod
Business Model Example Series : Issue 2 / iPodBusiness Model Example Series : Issue 2 / iPod
Business Model Example Series : Issue 2 / iPodAlexander Osterwalder
 
Good PowerPoint Design - for business presenters
Good PowerPoint Design - for business presentersGood PowerPoint Design - for business presenters
Good PowerPoint Design - for business presentersAlexander Osterwalder
 
Business Model Example Series : Issue 1
Business Model Example Series : Issue 1Business Model Example Series : Issue 1
Business Model Example Series : Issue 1Alexander Osterwalder
 

Plus de Alexander Osterwalder (20)

Burn Your Business Plan
Burn Your Business PlanBurn Your Business Plan
Burn Your Business Plan
 
Talk with Steve Blank at true ventures
Talk with Steve Blank at true ventures Talk with Steve Blank at true ventures
Talk with Steve Blank at true ventures
 
#bmgen: The Story of a Bestselling Management Book
#bmgen: The Story of a Bestselling Management Book#bmgen: The Story of a Bestselling Management Book
#bmgen: The Story of a Bestselling Management Book
 
Lift11 Presentation
Lift11 PresentationLift11 Presentation
Lift11 Presentation
 
Creating Start-Up Success
Creating Start-Up SuccessCreating Start-Up Success
Creating Start-Up Success
 
Business Model Camp, Hub Berkeley, CA
Business Model Camp, Hub Berkeley, CABusiness Model Camp, Hub Berkeley, CA
Business Model Camp, Hub Berkeley, CA
 
Business Model Foundry (using the Minimal Viable Product concept)
Business Model Foundry (using the Minimal Viable Product concept)Business Model Foundry (using the Minimal Viable Product concept)
Business Model Foundry (using the Minimal Viable Product concept)
 
A Business Model for Solar Energy - SunEdison
A Business Model for Solar Energy - SunEdisonA Business Model for Solar Energy - SunEdison
A Business Model for Solar Energy - SunEdison
 
What Is A Business Model
What Is A Business ModelWhat Is A Business Model
What Is A Business Model
 
Business Model Canvas Poster V.1.0
Business Model Canvas Poster V.1.0Business Model Canvas Poster V.1.0
Business Model Canvas Poster V.1.0
 
The Music Industry - new models (excerpt of a keynote)
The Music Industry - new models (excerpt of a keynote)The Music Industry - new models (excerpt of a keynote)
The Music Industry - new models (excerpt of a keynote)
 
The Music Industry - what's broken (excerpt of a keynote)
The Music Industry - what's broken (excerpt of a keynote)The Music Industry - what's broken (excerpt of a keynote)
The Music Industry - what's broken (excerpt of a keynote)
 
Business Models Beyond Profit - Social Entrepreneurship Lecture
Business Models Beyond Profit - Social Entrepreneurship LectureBusiness Models Beyond Profit - Social Entrepreneurship Lecture
Business Models Beyond Profit - Social Entrepreneurship Lecture
 
Business Model Knowledge Fair, Amsterdam
Business Model Knowledge Fair, AmsterdamBusiness Model Knowledge Fair, Amsterdam
Business Model Knowledge Fair, Amsterdam
 
Publishing Conference: A "Guerilla" Author Perspective
Publishing Conference: A "Guerilla" Author PerspectivePublishing Conference: A "Guerilla" Author Perspective
Publishing Conference: A "Guerilla" Author Perspective
 
Business Model Knowledge Fair & Book Launch
Business Model Knowledge Fair & Book LaunchBusiness Model Knowledge Fair & Book Launch
Business Model Knowledge Fair & Book Launch
 
Business Model Exercise Series : nr.1 - ideation
Business Model Exercise Series : nr.1 - ideationBusiness Model Exercise Series : nr.1 - ideation
Business Model Exercise Series : nr.1 - ideation
 
Business Model Example Series : Issue 2 / iPod
Business Model Example Series : Issue 2 / iPodBusiness Model Example Series : Issue 2 / iPod
Business Model Example Series : Issue 2 / iPod
 
Good PowerPoint Design - for business presenters
Good PowerPoint Design - for business presentersGood PowerPoint Design - for business presenters
Good PowerPoint Design - for business presenters
 
Business Model Example Series : Issue 1
Business Model Example Series : Issue 1Business Model Example Series : Issue 1
Business Model Example Series : Issue 1
 

Dernier

Progress Report - Oracle Database Analyst Summit
Progress Report - Oracle Database Analyst SummitProgress Report - Oracle Database Analyst Summit
Progress Report - Oracle Database Analyst SummitHolger Mueller
 
Monthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptxMonthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptxAndy Lambert
 
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...Dipal Arora
 
Socio-economic-Impact-of-business-consumers-suppliers-and.pptx
Socio-economic-Impact-of-business-consumers-suppliers-and.pptxSocio-economic-Impact-of-business-consumers-suppliers-and.pptx
Socio-economic-Impact-of-business-consumers-suppliers-and.pptxtrishalcan8
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Serviceritikaroy0888
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Roland Driesen
 
The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024christinemoorman
 
Catalogue ONG NUOC PPR DE NHAT .pdf
Catalogue ONG NUOC PPR DE NHAT .pdfCatalogue ONG NUOC PPR DE NHAT .pdf
Catalogue ONG NUOC PPR DE NHAT .pdfOrient Homes
 
Cash Payment 9602870969 Escort Service in Udaipur Call Girls
Cash Payment 9602870969 Escort Service in Udaipur Call GirlsCash Payment 9602870969 Escort Service in Udaipur Call Girls
Cash Payment 9602870969 Escort Service in Udaipur Call GirlsApsara Of India
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesDipal Arora
 
Call Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room ServiceCall Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room Servicediscovermytutordmt
 
DEPED Work From Home WORKWEEK-PLAN.docx
DEPED Work From Home WORKWEEK-PLAN.docxDEPED Work From Home WORKWEEK-PLAN.docx
DEPED Work From Home WORKWEEK-PLAN.docxRodelinaLaud
 
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...Dave Litwiller
 
Tech Startup Growth Hacking 101 - Basics on Growth Marketing
Tech Startup Growth Hacking 101 - Basics on Growth MarketingTech Startup Growth Hacking 101 - Basics on Growth Marketing
Tech Startup Growth Hacking 101 - Basics on Growth MarketingShawn Pang
 
Insurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageInsurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageMatteo Carbone
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Neil Kimberley
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Lviv Startup Club
 
VIP Kolkata Call Girl Howrah 👉 8250192130 Available With Room
VIP Kolkata Call Girl Howrah 👉 8250192130 Available With RoomVIP Kolkata Call Girl Howrah 👉 8250192130 Available With Room
VIP Kolkata Call Girl Howrah 👉 8250192130 Available With Roomdivyansh0kumar0
 
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service JamshedpurVIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service JamshedpurSuhani Kapoor
 

Dernier (20)

Progress Report - Oracle Database Analyst Summit
Progress Report - Oracle Database Analyst SummitProgress Report - Oracle Database Analyst Summit
Progress Report - Oracle Database Analyst Summit
 
Monthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptxMonthly Social Media Update April 2024 pptx.pptx
Monthly Social Media Update April 2024 pptx.pptx
 
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
 
Socio-economic-Impact-of-business-consumers-suppliers-and.pptx
Socio-economic-Impact-of-business-consumers-suppliers-and.pptxSocio-economic-Impact-of-business-consumers-suppliers-and.pptx
Socio-economic-Impact-of-business-consumers-suppliers-and.pptx
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Service
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...
 
The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024
 
Catalogue ONG NUOC PPR DE NHAT .pdf
Catalogue ONG NUOC PPR DE NHAT .pdfCatalogue ONG NUOC PPR DE NHAT .pdf
Catalogue ONG NUOC PPR DE NHAT .pdf
 
Cash Payment 9602870969 Escort Service in Udaipur Call Girls
Cash Payment 9602870969 Escort Service in Udaipur Call GirlsCash Payment 9602870969 Escort Service in Udaipur Call Girls
Cash Payment 9602870969 Escort Service in Udaipur Call Girls
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
 
Nepali Escort Girl Kakori \ 9548273370 Indian Call Girls Service Lucknow ₹,9517
Nepali Escort Girl Kakori \ 9548273370 Indian Call Girls Service Lucknow ₹,9517Nepali Escort Girl Kakori \ 9548273370 Indian Call Girls Service Lucknow ₹,9517
Nepali Escort Girl Kakori \ 9548273370 Indian Call Girls Service Lucknow ₹,9517
 
Call Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room ServiceCall Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room Service
 
DEPED Work From Home WORKWEEK-PLAN.docx
DEPED Work From Home WORKWEEK-PLAN.docxDEPED Work From Home WORKWEEK-PLAN.docx
DEPED Work From Home WORKWEEK-PLAN.docx
 
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
 
Tech Startup Growth Hacking 101 - Basics on Growth Marketing
Tech Startup Growth Hacking 101 - Basics on Growth MarketingTech Startup Growth Hacking 101 - Basics on Growth Marketing
Tech Startup Growth Hacking 101 - Basics on Growth Marketing
 
Insurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageInsurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usage
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
 
VIP Kolkata Call Girl Howrah 👉 8250192130 Available With Room
VIP Kolkata Call Girl Howrah 👉 8250192130 Available With RoomVIP Kolkata Call Girl Howrah 👉 8250192130 Available With Room
VIP Kolkata Call Girl Howrah 👉 8250192130 Available With Room
 
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service JamshedpurVIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
 

Business Plans in Private Banking and Wealth Management

  • 1. Writing Business Plans in Private Banking and Wealth Management Geneva, 19. April 2007
  • 2.
  • 3.
  • 4.
  • 5. Project Planning Leadership Interview Kick-off & Workshop Second Workshop Third Workshop Review „Plan Marketing“ 1 hour personal interviews Explanation of method Market research Identify objectives Identify participants Planning Material collection 2x3 hours group sessions Client Segments? Offer? Change Agenda Segmentation Client Radar Strategy Canvas 2x3 hours group sessions Client Acquisition? Relationships? Revenues? Change Agenda Multi-channel Design Revenue Model 2x3 hours group sessions Projects? Man/days? Resources? Change Agenda Market Approach 3 hours group sessions Final Presentation Review Next Steps examples / toolset preparation market opinion analysis synthesis synthesis writing checkpoint checkpoint checkpoint approval business plan
  • 6.
  • 7. Phase 2: Elaboration of the Market Approach Client Segments Client Acquisition & Relationship Revenue Streams Today Future 1 2 3 4 Offer / Value Proposition Market Approach 2 Today Future Today Future Today Future
  • 8. Phase 3: Identification of Necessary Resources Projects man/days Resources Today Future 1 2 3 4 Necessary Resources 3 Client Segments Client Acquisition & Relationship Revenue Streams Offer / Value Proposition Market Approach 2 Projects man/days Resources Today Future Projects man/days Resources Today Future Projects man/days Resources Today Future Today Future Today Future Today Future Today Future
  • 9.
  • 10. For detailed information on systematic business plan development in private banking and wealth management contact [email_address]