Expertise You Can Trust To Set Your Bank Apart
Partner with experts to guide you in creating lasting client relationships that drive long-term growth
You want your bankers to excel at prospecting and deepening client relationships, but it's challenging when there is no airtight strategy to gain and retain top clients.
Our Vision
To ensure private banks become and remain the bank of choice for their UHNW clients.
Our Mission
To help private banks create new wealth by turning strategy into frontline performance.
Expert-Vetted Private Banking Solutions
When you partner with us, you'll have access to:
* World-Class Expertise
Unmatched hands-on experience in private banking at leading international private banks across three continents with a specialized focus on UHNW clients. Proven expertise as trusted coaches and consultants for banks and globally renowned companies.
* Insider-Insights
Trusted by leading banks, we blend banking expertise with UHNW insights. Our programs deliver what UHNW clients and global banking professionals value most so you stay ahead without constant reinvention.
* Bespoke Solutions
We provide tailored solutions to help bankers and teams excel in prospecting and client management by crafting solutions that align with each bank’s unique needs and industry demands.
How we Work With Our Clients
We start with the people closest to the outcome you are trying to achieve. Before designing anything, we check in with the relevant stakeholders on your side, whether that's HR, L&D, or the wealth management leadership team, to understand what the program needs to deliver.
From there, we build the program together. Your objectives, your timeline, and your internal reporting requirements shape the design, not the other way round.
When circumstances change, or the initial scope no longer fits, we adjust the program accordingly.
Sponsors and stakeholders work from a shared definition of success, agreed before delivery begins.
Ways to work with us
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.
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.
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.
Meet our executive team
Marjan Najafi
CEO
Marjan is an accomplished private banker with 18 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
Head of Advisory
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.
Three Steps to Get
Expert-Driven Private Banking Solutions
Step 1: Talk to 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.