Daniel Gresch & Partner AG

Welcome to your Financial Services Strategy Partner

Daniel Gresch, Daniel Gresch & PartnerDaniel Gresch

  • Financial Services Strategy Expert: Global Head Asset- & Wealth Management Roland Berger Strategy Consultants; Head Group Strategy UBS; Head Financial Services Research UBS Warburg
  • Sparringpartner for CxOs and Board Members of Financial Services Companies for individual coaching, strategy seminars, defining the strategic agenda / positioning, etc.
  • Special projects like Client Centric Business Model Transformation, Pricing in Wealth Management and sector studies
  • Acting as Expert in Corporate Finance projects, M&A, IPO, etc.

» Further information

Carina Schaurte, Daniel Gresch & PartnerCarina Schaurte

  • Proven Track record as Director of PwC Switzerland responsible for the WM Strategy Consulting Practice, Head of Asset-& Wealth Management Switzerland Roland Berger Strategy Consultants and several years of industry experience
  • Project experience and responsibility in Strategy Reviews, Pricing, Service Proposition (esp. investment side) Value Chain Optimization, Sales Effectiveness, PMIs and investment related topics 
  • Mentoring & Coaching of young professionals and middle management in complex project situations and personal development

» Further information

Fidelis M. Götz, Daniel Gresch & PartnerFidelis M. Goetz

  • Financial Services Executive Management: Co-Head Private Banking Bank Sarasin & Cie; Head Private Banking North Asia Credit Suisse
  • Sparringpartner for boards and management of Foundations & Family Offices
  • Expert in Asia and the Middle East: 25 years of experience in investment banking, private banking and asset management as well as non-profit management in Emerging Markets

» Further information

 

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