Business Model

What we do

ADDWISE relies on its commercial and regulatory knowledge and experience to support the client in reforming successfully its business model and more in general the Swiss Private Banking model. Advice in this area covers regulatory and commercial topics.

Regulatory aspects:

• Deployment of new rules and regulations in the areas of cross border activities, tax transparency and consumer protection impacting business practices for selected markets
• Regulatory and commercial integration of onshore and offshore activities in a unified business model

Commercial aspects

• Development and implementation of an integrated wealth management offering
• Deployment processes of wealth management capabilities
• Front office organizational set up in relation to offering, client segment and reference market
• Support to the establishment of a business network in the reference market
• Design of remuneration schemes for relationship managers