Clients

Examples of previous engagements

• Development of Sustainable Banking Business Model.
  
• Facilitated Big 4 SA Retail Bank Administrative Platform strategy discussion.
  
• Asset Management Group - development of wealth management strategy.
  
• Unit trust Linked Product turnaround strategy and implementation.
  
• Presentation and strategy facilitation of Broker Dealer business.
  
• Indexation Based Asset Management Business Model.
  
• Acted as CEO in financial services turnaround.
  
• Strategy development, distribution model and market assessment for new entrant to SA.
  
• Restructure of retail bank operations.
  
• Business plan for State Owned Enterprises.
  
• World Heritage Tourism initiave including financial plan.
  
• Audit of Corporate Social Investment including financial.
  
• Stress management programmes – various.