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.

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