“Daniel Gresch & Partner AG is an independent Financial Services Strategy Expert Firm that provides its clients with key insights, enabling them to make smarter financial and business decisions and adjust their strategy and business models to be successful in changed realities — through 50 years of experience in independent financial analysis, strategic agenda-setting, and personalised advice to top executives.”— Daniel Gresch & Partner AG
Your Independent Financial Services Strategy Partner
As an independent advisory firm free of conflicts of interest, we offer executives and boards an objective outside perspective — combined with deep industry expertise from decades of operating roles at leading global institutions.
Solutions & Advisory Services
We focus our work on Wealth Management and Affluent Solutions — from strategy development and business model redesign through to concrete implementation support.
Strategic Agenda & Positioning
Developing a clear Value Proposition and strategic roadmap for Wealth and Affluent business models — grounded in rigorous market and client insights, with digitalisation fully integrated from the outset.
Business Model Transformation
Guiding financial institutions through the transition to a client-centric, segment-specific business model — realigning their service proposition to meet the real needs of today's Wealth and Affluent clients.
Sparring for CxOs & Boards
Individual coaching and high-level sparring for C-suite executives and board members of financial services companies — from strategy seminars and agenda-setting to confidential advisory at eye level.
Special Projects & Expert Mandates
Industry sector studies, Wealth Management pricing analyses, M&A assessments, IPO support, and independent expert mandates in Corporate Finance transactions.
Frameworks & Insights
Selected frameworks from our advisory work — illustrating how we think about Wealth Management strategy, client segmentation and business model design.
Four Core Hypotheses for a
Successful Wealth Business Model
Decades of operating experience have led us to form strong, evidence-based convictions. These four hypotheses underpin every engagement we undertake.
Digitalisation is an integral part of strategy — not a process of its own
A successful strategy process starts with a concise Value Proposition that incorporates digitalisation from the ground up — based on rigorous qualitative and quantitative insights, leading to clear strategic initiatives.
The business model must be aligned to client needs — not Assets
The classical AuM-based segmentation is one of the key reasons institutions struggle to adapt. A needs-based client segmentation is paramount to unlock the enormous opportunities of tomorrow's Wealth and Affluent business.
The Service Proposition must match individual client segments
To transform successfully, advice, offering and add-on services must be repositioned around individual client needs — creating distinct models for service-oriented (typically HNWI) and solution-oriented (typically Affluent) clients.
An innovative Affluent proposition is the single biggest opportunity
Banks that offer Affluent clients an individual, lifecycle-based service proposition — rather than products alone — unlock an entirely new field of business, particularly when combined with a profound digitalisation strategy.
Our Competences
Decades of executive leadership at leading global financial institutions — combined in a compact, fully independent advisory team. Click a profile to expand the full CV and competence overview.
Daniel Gresch is a renowned Financial Services Strategy Expert and Sparring Partner for top executives. He holds an MBA from the University of St. Gallen (HSG) with a major in auditing and fiduciary, and is a Swiss Certified Public Accountant. Since founding DG&P in 2012, he has led engagements across business model transformation, pricing strategy and corporate finance for leading financial institutions.
Fidelis M. Götz is a renowned financial services executive with deep expertise in international Wealth Management and non-profit organisations. He holds a Master of Political Science from the University of St. Gallen (HSG) with a major in International Relations. With 25+ years of hands-on leadership across Asia and the Middle East, he brings a uniquely international perspective to every mandate.
Let us discuss your strategic agenda
We welcome your enquiry — directly, informally and in strict confidence.