Leading global private bank

Client profile

Leading global private bank within a US-based tier-1 multinational bank.


Our client, a global private bank, wanted expert restructuring of a new tax wrapper service for fund solutions, to launch for a European client segment.

What we did

  • Led a re-plan review, with challenges made to existing service model, milestones and responsibilities

  • Led core UAT workgroup through successful IT testing with external vendor

  • Worked with internal governance and function stakeholders to satisfy risk and regulatory standards

  • Managed relationship with external vendor to provide key ancillary services

  • Connected subject matter experts in solving change impacts and dependencies as they arose

Outcome Delivered

  • Charted and delivered a re-aligned project plan with buy-in from project members

  • Improved communication and project deliverables from near/& off-shore functional teams

  • After managing core stages, handed over final implementation & close-out of plan to internal project resources