The finance of tomorrow for us is the pooling of assets. From online banking to private banking, from mortgage credit to bond issues, from robot advisors to tailor-made asset management, there is no field of global finance where traditional players are not challenged by teams on a manageable scale, who are creative and offensives in their approach and rewarded for their performance. New alliances are being formed where the most important thing is to have common ground and the desire to work together.
The key words that matter to us are: Expertise, Responsiveness, Creativity, Network/Contacts, Experience, Agility, Independence.
A successful mission for us is to be creative at all stages of an inflexible process: analysis, feedback from specialists, scenario building (from worst to best) risk reward measurement, customer validation, implementation, control and monitoring.