Business Planning and Validation

We carry out or assist in major business planning and validation engagements. We are asked not only to provide external support but we become an integral part of the project team by working with management to structure, develop and document the strategic planning process. We may also manage the overall setting of objectives, time frames and reviews of achievements for such project teams.

This involves using our proprietary strategic planning methodology, which has been tried and tested over many client assignments.

Representative assignments:

• Evaluated retail distribution strategy for a major Nordic bank
• Validation of the strategy of a major foreign bank of its New York branch
• Validating its investment banking strategy for a major pan-European bank
• Evaluated strategic partnerships in Europe for a UK bank
• Determined a suitable global securities strategy for a UK bank
• Prepared a strategic business plan for a recently established Eastern European bank
• Validating its investment banking strategy for a major pan-European bank
• Secondment to a leading global fund manager to validate and assist in the execution of its strategy