Wealth Creation for Private Banks & Asset Managers
Bespoke consulting, learning & development, and coaching solutions for private banks that want to deepen client relationships and establish themselves as leaders in a demanding market
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Increase Assets Under Management (AUM)
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Boost Sales
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Maximize Client Share of Wallet
You shouldn´t have to chase clients
Private banks must navigate fierce competition to meet sales targets by acquiring new clients, increasing wallet share, and securing fresh assets. To do so, they must have clear strategies and skilled bankers to build strong client relationships.
You want to get the attention of top clients, but numerous banks are already in the race to get their business
This can be challenging, especially when:
Your bankers don´t have the right skills to prospect and build lasting client relationships
Doing what’s best to build client trust isn’t always what’s profitable for the bank
You’re drowning in a sea of competition with no unique selling proposition
Standing out doesn´t have to be difficult
With our advanced training, coaching, and consulting solutions, we address the industry's unique challenges so banks stand out with clients, fast-track their sales growth, and consistently exceed targets in a demanding market.
Ironclad client relationships are the lifeline of your business
We help your bankers excel at the strategies that equip them to:
Effortlessly convert prospects into profitable clients
Fast-track sales growth and become more profitable
Build lasting client relationships with ease
Have clients who seek you out as the trusted bank
Unlock The Blueprint For Building Lasting Client Relationships
We provide private banks with tailored learning and development (L&D) and strategic tools that equip their teams to acquire new clients, deepen wallet share, and drive asset growth effectively.
Ways to work with us
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Consulting
Bespoke advisory services informed by the latest insights from top-performing banks and UHNW clients so they get a competitive edge, establish themselves as leaders, and achieve consistent growth.
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Learning & Development
Advanced L&D solutions that address the industry's unique challenges so banks stand out with clients and fast-track their sales growth.
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Coaching
Customized coaching solutions based on the PROFIT model to identify bankers' specific challenges and develop tailored roadmaps to overcome them so they stand out with clients and grow continuously.
Meet our executive team
Marjan Najafi
CEO & Co-founder
Marjan is an accomplished private banker with 17 years of international experience across global finance hubs, including Singapore, London, the UAE, and Switzerland, with top institutions such as Credit Suisse/UBS, Standard Chartered Bank, and Bank J Safra Sarasin. With extensive hands-on experience in private banking at leading international banks across three continents and a specialized focus on UHNW clients, we have established ourselves as trusted experts for banks and financial institutions globally. Her sharp skills as a relationship manager for UHNW clients have driven her to provide tools and strategies that empower private banks to acquire the right solutions to stand out and exceed targets consistently.
Dr. Johannes Le Blanc
Co-founder
With over 20 years of international experience in consulting and advisory, Johannes has in-depth knowledge of performance techniques and transformational growth processes for senior professionals and their teams. Johannes is an ICF-certified coach.
Sebastian Heinrich
Senior Advisor
Sebastian is a seasoned bank executive with over 20 years of international work experience in Banking & Finance, Strategy Consulting and Operational Leadership. His areas of expertise include Wealth-, Asset- and Trust Management, Family Offices, Private Markets, M&A and Finance. Sebastian is a graduate economist (University of Mannheim), holder of an Executive Master in European & International Business Law from the University of St. Gallen and participant of the Executive Education programs of INSEAD Business School and Harvard Law School. He is qualified by CAIA and CISI and accredited by the FCA and FINRA.
Here is how you
Fast Track Your Growth In A Demanding Market
Step 1: Book a Call with Us
We’ll assess your bank’s unique challenges and design a customized program to achieve your strategic objectives.
Step 2: Co-Create Solutions
Through our partnership, your bankers will develop the exact skills and strategies needed to stay competitive in a high-stakes environment.
Step 3: Achieve Tangible Results
See measurable improvements in client acquisition, retention rates, and sales performance.
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