references projects.
Over the past few years, we've worked with clients of various sizes and in different industries - be it banks, insurers or corporates. This overview highlights the successful outcomes we've delivered. Contact us for more details.
Selected projects: what we have supported in the recent past.
Asset-Liability-Management at a private bank
We successfully introduced an integrated ALM approach capturing the modelling of non-maturing products and the implementation of a rolling hedge strategy to sustainably increase and stabilise interest income.
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Launch of new client deposit products at a Swiss bank
As part of our mandate, we introduced the concept of a new on-balance money market product for clients enhancing the liquidity situation incl. LCR of the bank. The mandate considered the operational launch, the pricing strategy and the reflection in IRRBB and liquidity.
IFRS 17 introduction at a reinsurer
We supported the implementation and roll-out of IFRS 17 for regulatory reporting at a global reinsurance company. We supported the in-house project manager in the set-up of the project, milestone planning, test and go-live coordination incl. the communication to senior management - at Group and Local entity level.
Software selection at an energy company
Following our coaching approach, we supported a local energy client in the selection of a software to allow risk measurement and hedging incl. relevant management reporting. Our approach helped to efficiently select a vendor accounting for functionality and costs.
Redesign of the Solvency 2 process at an reinsurance company
As a project manager and business analyst, we successfully supported the prototyping of new valuation engines for Solvency 2 to enable the decommissioning of the legacy environment. The project involved various finance and actuarial stakeholders, incl. communication to and decision prep for CFOs and CROs
Tutor for Treasury and Risk Management at FHNW
Following a long-term collaboration with the university of applied science in Basel (FHNW), we are regular tutors on education programmes covering liquidity, interest rate and FX risk, advise on master thesis and support the design of CAS programmes.
Gap analysis on treasury management at a Swiss private bank
TTo improve liquidity and interest income, we conducted a gap analysis for a Swiss private bank. The analysis covered the bank's treasury strategy, the use of derivatives, and a review of client interest rate products. We presented the potential improvements to senior management.
Optimising the operational Treasury processes at a bank
Following the successful selection of the ALM software (with support from Lumova), we designed the risk assessment processes within the ALM application to ensure consistent data, reporting, and daily usage. Through coaching and guidance, we enabled the treasury team to independently manage the processes.