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Business Plans in Private Banking and Wealth Management

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Alexander Osterwalder
Alexander Osterwalder

This presentation gives a brief overview of a process to develop systematic business plans in private banking and wealth management. More detailed information on the approach can be requested at info@arvetica.com

BusinessEconomy & Finance
1 of 10
Writing Business Plans in Private Banking and Wealth Management Geneva, 19. April 2007
Overall Objectives to Introduce Systematic Business Plans in Private Banking and Wealth Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[photo by greenboxhouse.wordpress.com]
Objectives of a Systematic Business Plan for Tackling and Identified Market ,[object Object],[object Object],[object Object],[object Object],[object Object]
A Business Plan Approach in 4 Phases Preparation and Planning Elaboration of the Market Approach Identification of Necessary Resources Writing of Business Plan 1 2 3 4 approximately 3 weeks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],approximately 4 weeks approximately 2 weeks approximately 3 weeks
Project Planning Leadership Interview Kick-off & Workshop Second Workshop Third Workshop Review „Plan Marketing“ 1 hour personal interviews Explanation of method Market research Identify objectives Identify participants Planning Material collection 2x3 hours group sessions Client Segments? Offer? Change Agenda Segmentation Client Radar Strategy Canvas 2x3 hours group sessions Client Acquisition? Relationships? Revenues? Change Agenda Multi-channel Design Revenue Model 2x3 hours group sessions Projects? Man/days? Resources? Change Agenda Market Approach 3 hours group sessions Final Presentation Review Next Steps examples / toolset preparation market opinion analysis synthesis synthesis writing checkpoint checkpoint checkpoint approval business plan
Phase 1: Preparation and Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3 4
Phase 2: Elaboration of the Market Approach Client Segments Client Acquisition & Relationship Revenue Streams Today Future 1 2 3 4 Offer / Value Proposition Market Approach 2 Today Future Today Future Today Future
Phase 3: Identification of Necessary Resources Projects man/days Resources Today Future 1 2 3 4 Necessary Resources 3 Client Segments Client Acquisition & Relationship Revenue Streams Offer / Value Proposition Market Approach 2 Projects man/days Resources Today Future Projects man/days Resources Today Future Projects man/days Resources Today Future Today Future Today Future Today Future Today Future
Phase 4: Write the Business Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3 4 Client Segments Client Acquisition & Relationship Revenue Streams Offer / Value Proposition Necessary Resources Market Approach
For detailed information on systematic business plan development in private banking and wealth management contact [email_address]

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Business Plans in Private Banking and Wealth Management

  • 1. Writing Business Plans in Private Banking and Wealth Management Geneva, 19. April 2007
  • 2.
  • 3.
  • 4.
  • 5. Project Planning Leadership Interview Kick-off & Workshop Second Workshop Third Workshop Review „Plan Marketing“ 1 hour personal interviews Explanation of method Market research Identify objectives Identify participants Planning Material collection 2x3 hours group sessions Client Segments? Offer? Change Agenda Segmentation Client Radar Strategy Canvas 2x3 hours group sessions Client Acquisition? Relationships? Revenues? Change Agenda Multi-channel Design Revenue Model 2x3 hours group sessions Projects? Man/days? Resources? Change Agenda Market Approach 3 hours group sessions Final Presentation Review Next Steps examples / toolset preparation market opinion analysis synthesis synthesis writing checkpoint checkpoint checkpoint approval business plan
  • 6.
  • 7. Phase 2: Elaboration of the Market Approach Client Segments Client Acquisition & Relationship Revenue Streams Today Future 1 2 3 4 Offer / Value Proposition Market Approach 2 Today Future Today Future Today Future
  • 8. Phase 3: Identification of Necessary Resources Projects man/days Resources Today Future 1 2 3 4 Necessary Resources 3 Client Segments Client Acquisition & Relationship Revenue Streams Offer / Value Proposition Market Approach 2 Projects man/days Resources Today Future Projects man/days Resources Today Future Projects man/days Resources Today Future Today Future Today Future Today Future Today Future
  • 9.
  • 10. For detailed information on systematic business plan development in private banking and wealth management contact [email_address]