Empowering Investment Management and Financial Institutions

Our objective is to provide Financial and Investment Management Institutions with tailored solutions to achieve sustainable growth, scalability and market leadership with Expertise and Implementation skills.

Through partnership mandates with advisory board and interim operational management functions we will contribute our extensive experience across the Financial Industry.

We focus on Asset Managers, Private Banks, Insurance Groups, Pension Funds and independent Wealth Managers.

What We Do

We specialize in:

  • Advisory & Consulting Services
    Helping you to establish and grow your business with industy intelligence, business plans, target operating models, implementation and execution in Advisory and Board functions.

  • Swiss Sales & Distribution
    Building and restructuring Swiss sales branches for B2B & B2C channels.

  • Leadership Roles
    Driving your organization forward with interim or part-time leadership and execution.

  • Coaching & Sales Training
    Empowering your teams with the skills and confidence to excel in a competitive landscape.

  • Advise functions for Pension Funds Boards
    Contributing investment management know how.

  • Expierienced Partnership Network
    Leveraging an extensive Partnership Network with Specialists in Private Markets, Investments and Consulting.

We bring decades of industry experience to deliver value through:

  • Experience: In Asset Management and Financial Services with interim mandates such as Advisory Functions and Project Consultation.

  • Flexible Engagement: Contractual or part-time roles tailored to your needs.

  • Collaborative Approach: Partnering with Boards, CEOs, and C-level executives to drive strategic outcomes.

  • Provide Target Operating models: Industry intelligence business plans and implementation with success control.

How We Work

Target audience user cases:

  • Asset Managers seeking to establish and scale their business with a powerful offering and client network.

  • Banks aiming to strengthen investment management capabilities and deepen its customer base through digital offering.

  • Independent Investment Managers optimizing investment offerings for growth.

  • Financial Institutions evolving markets and strategies for the next generation.

  • Pension Funds seeking external Investment Management expertise.

  • Insurance Groups to build their Wealth Management platforms and Distribution power and leverage cost of client ownership.

  • Online Platform to build efficient product shelves and seeking digital leadership.

We partner with leading networks:

  • IA Investment Associates Partners AG

  • TGGC Consulting Group AG

Who We Are

Partner Christian Trixl

Christian Trixl, Partner is a professional with a passion for empowering the Financial Industry. His career spans 35 years of experience in leadership roles in Asset Management, Investment Technology, and Financial Services.



Track record:

  • Amundi Investment Solutions (CEO & Country Manager)
    • Elevated Amundi Switzerland to Top 10 in market position (AMAS SFD 2024 report).

    • Quadrupled Assets under Management (AuM) in 5 years.

    • Successful M+A Integration.


  • Columbia Threadneedle Investments (Country Manager, European Executive Board)
    • Built the Swiss business into a Top 20 provider in Asset Management (AMAS SFD 2018).


  • Schroder Investments (Head of Marketing & Distribution)
    • Successfully managed institutional and private banking channels across Switzerland and EMEA.


  • Portfolio Management & Corporate Finance Roles
    • Extensive experience in investments, private banking, and corporate finance.


Education:

  • Postgraduate CAS for Board Members (ongoing).

  • MAS EMA in Marketing/Sales, multiple DAS/CAS qualifications in Finance and Management.

  • Swiss Federal Diploma in Business Studies.


Memberships:

  • ASIP, IZ2 Innovation 2 Säule, AMAS, AMCHAM, Swiss Marketing Association, SwissVR, and others.

Contact Us

Let's discuss what we can do for you.