Business model innovation and strategy expert using design thinking to quickly achive implementable and lasting results of high quality
code CD-CH-201508-237 on en Suisse

I am running a boutique innovation and strategy consulting firm helping my clients optimize their value generating capabilities. With my in-depth expertise and long standing experience, I focus on innovation, strategy and execution

MR Cl... D...



Expertise :

In the following industries:
Universal banks, Wealth managers, Private banks, Asset managers, Pension funds, Family Offices, Investment Research Firms, Relocation Companies

Fields of practice:
Business Model and Strategy Development, Product Development, Investment Process Design

Management teams your interventions may concern:
General Management Production Management Production Management

Types of interventions:
I provide services focusing on subject matter expertise and experience combined with concise methodology I execute all assignments myself and do not rely on outsourcing or using junior resources I combine analytical rigor with creative design thinking to develop innovative solutions

Training courses attended:
Certified Project Management Professional (PMP)
Certified New Product Development Professional (PDMA)
Certified Financial Risk Manager (GARP)
Certified EFFAS Financial Analyst and Portfolio Manager (EFFAS)
Design Thinking for Innovative Problem Solving: A Step by Step Project Course

Certificate of advanced studies in strategy, University of St. Gallen
Docteur ès sciences, Swiss Federal Institute of Technology – Lausanne (EPFL)
Masters in computer science engineering, Swiss Federal Institute of Technology – Lausanne (EPFL)


Led training courses:
New product development in wealth management Rethinking investment risk management Understanding asset allocation

Computer skills:

Languages: En De Fr

Some references:
All my customer relationships are by nature of my business model confidential. References of selected customers, which have agreed, may be obtained during the offering process.

Presentation sheet cretaed / updated on: 2015-08-18 09:06:18

pdfClick here to edit the CV in PDF


I have more than 16 years of experience in strategy development, product innovation, investment process design, and business process optimization.
My expertise spans from developing innovative business models and
product strategies, managing product portfolios, designing
state-of-the-art investment processes, through implementing business
process and technology improvements, including change management,
communication and training.

I believe in success through business model innovation. I am helping my clients in optimizing their value generating capabilities, focusing on revenues, costs, quality, and uncertainty management. I apply design tinking
to solve problem solving. I focus on reducing the complexity early on
by iteratively observing, learning, designing, and validating. I
prototype ideas, using intuition, and follow an inductive approach that
leads quickly to implementable results.

Some of my recent engagements are:

  • Customer
    segmentation and product specification, Multi family office

  • Post-merger integration
    strategy and business model review, Independent asset manager
  • IT strategy
    development, Wealth manager

  • Strategy, business model,
    and target operating model design, Pension fund
  • Strategic
    asset allocation investment process development support, Pension fund
  • Design
    and implementation of risk budgeting based asset allocation tool, Private bank

  • Risk
    management maturity analysis, Asset Manager
  • Panel speaker on the
    future of private banking, Global research firm
  • Strategy
    and business model design and review, Relocation company
  • Strategy
    and business model design and review, Relocation network company

pdfClick here to edit the CV in PDF
FREE entrust a mission to that expert.

les différentes façons de confier une mission à cet indépendant

You are independent
Inscrivez vous GRATUITEMENT
Access to experts from other sites
Business / finance :