Private / Entrepreneur Banking

Tailor-made, exclusive financial solutions combined with trustworthy and professional support are the key success factors in banking with entrepreneurs and wealthy private clients.
confidum private-entrepreneur banking

Framework conditions and current challenges:

Framework conditions and current challenges:

  • In addition to developments on the capital markets, it is above all the divergent development of assets that poses a major challenge for the private banking sector. Growth is primarily achieved by those banks that succeed in convincing HNI customers with their service packages.
  • Those who (re)position themselves in this situation with a distinctive profile, innovative asset management and a focus on the entrepreneurial sphere can achieve extraordinary growth in the coming years.
  • Private banking is a key focus of CONFIDUM’s service portfolio. Extensive experience and in-depth market and specialist know-how in international off-shore and on-shore private banking are the foundation of our advisory services. Our clients include traditional private banks as well as regional banks and the private banking divisions of major banks.
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CONFIDUM expertise and range of services (excerpt):

CONFIDUM expertise and range of services (excerpt):

  • Segment-specific realignment of the
    market model/sales strategy
  • Development & expansion of private banking at regional banks
  • Co-support model with corporate banking
  • Innovative product and pricing strategies
  • Merger and merger management
  • Quality measurement and optimization across all stages of the advisory process
  • Consulting & product innovations and price/rate modeling
  • Measuring and managing customer satisfaction & loyalty
  • Data analytics-based
    customer approach & sales management
  • Controlling and incentive systems
  • Segment-specific realignment of the
    market model/sales strategy
  • Development & expansion of private banking at regional banks
  • Co-support model with corporate banking
  • Innovative product and pricing strategies
  • Merger and merger management
  • Quality measurement and optimization across all stages of the advisory process
  • Consulting & product innovations and price/rate modeling
  • Measure and manage customer satisfaction & loyalty
  • Data analytics-based
    customer approach & sales management
  • Controlling and incentive systems

Secure your appointment now!

Phone: +41 71 858 2890

E-Mail: info@confidum.com

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© 2025 CONFIDUM Financial
Management Consultants AG

CONFIDUM Financial
Management Consultants AG
Bahnhofplatz 4
CH-9430 St. Margrethen, Switzerland

Phone: +41 71 858 2890
E-Mail: info@confidum.com

© 2024 CONFIDUM Financial Management Consultants AG