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Financial Institutions Experts

BCG's consultants and industry experts focusing on financial institutions continue to partner with leading companies to arrive at solutions in retail banking, corporate banking, capital markets, and more. These are our global and regional leaders on this topic.

Global Leadership

Lionel Aré

Senior Partner & Managing Director, Global Leader, Financial Institutions Practice

Paris

  • Leads BCG's Financial Institutions practice globally
  • Retail banking economics and revenue pools
  • Wealth management
  • Large-scale transformations

Local Experts

Daniel Kessler

Partner & Managing Director

Zurich

  • Strategy development and implementation
  • Wealth and asset management
  • Private and retail banking
  • Postmerger integration

Christian Schmid

Partner & Managing Director

Zurich

  • Leads BCG's Public Sector practice in Switzerland
  • Retail and corporate banking
  • Wealth management
  • General and life insurance

Anna Zakrzewski

Partner & Managing Director

Zurich

  • Wealth management and private banking
  • M&A in banking and postmerger integration
  • Private banking strategy
  • Offshore banking

Florian Frey

Partner & Managing Director

Zurich

  • Organization design and change
  • IT transformation
  • Cost management
  • Corporate development

Jürgen Rogg

Partner & Managing Director

Zurich

  • Leads the Technology Advantage practice in Switzerland
  • Digital transformation in banking and insurance
  • M&A and postmerger integration in banking
  • IT strategy, process, and organization design

Marc D. Grüter

Partner & Managing Director

Zurich

  • Risk and compliance management in financial institutions
  • Managing regulatory change (Basel II, III, and IV, CCAR)
  • Shareholder value management in financial institutions
  • Strategy/portfolio management

Martin Mende

Partner & Managing Director

Zurich

  • Wealth management
  • Asset management
  • Corporate strategy
  • Postmerger integration

Matthias Naumann

Senior Partner & Managing Director

Zurich

  • Distribution, including multichannel, and digital technology in wealth management
  • Wealth management in Switzerland
  • Offshore banking in wealth management Globally
  • Service lines and product delivery

Featured Experts

Ashwin Adarkar

Senior Partner & Managing Director

Los Angeles

  • Leads BCG's Financial Institutions practice in North America
  • Asset and wealth management
  • Transaction banking
  • Commercial and retail banking

Vassilis Antoniades

Senior Partner & Managing Director

Athens

  • Leads BCG's Financial Institutions practice in Central and Eastern Europe , Middle East, and South Africa
  • Risk management
  • Banking transformation
  • Corporate banking

Brent Beardsley

Senior Partner & Managing Director

Chicago

  • Leads BCG's global work in asset and wealth management
  • Design and implementation of client service models
  • Evaluation and improvement of client experience
  • Global growth assessment

Stefan Dab

Senior Partner & Managing Director

Brussels

  • Leads BCG's global work in transaction banking
  • Retail payments
  • Private banking
  • Marketing effectiveness

Christophe Duthoit

Senior Partner & Managing Director

New York

  • Leads BCG's global work in Technology Advantage and Operations in financial institutions
  • Leads BCG's global work in digital banking
  • Enterprise transformation
  • Mergers, acquisitions, and postmerger integration in technology

Rüdiger Filbry

Senior Partner & Managing Director

Munich

  • Leads the global people team for the Financial Institutions practice
  • Retail banking
  • Strategy
  • Postmerger integration

Gerold Grasshoff

Senior Partner & Managing Director

Frankfurt

  • Leads BCG's global work in risk management in financial institutions
  • Bankwide risk steering
  • Risk return and capital management
  • Portfolio management and transactions

Philippe Morel

Senior Partner & Managing Director

London

  • Leads BCG's global work in capital markets
  • Leads BCG's Principal Investors & Private Equity practice in Europe
  • Risk and asset management
  • Organization and change management

Axel Reinaud

Senior Partner & Managing Director

Paris

  • Leads BCG's Postmerger Integration practice in Western Europe, South America and Africa
  • Leads BCG's Financial Institutions practice in Paris
  • Leads BCG's work in banking transformation
  • Strategy

Jürgen Schwarz

Senior Partner & Managing Director

Amsterdam

  • Lead's BCG global work in corporate banking
  • Commercial real estate
  • Large-scale transformation
  • Operations

Tjun Tang

Senior Partner & Managing Director

Hong Kong

  • Leads BCG's Financial Institutions practice in the Asia-Pacific region
  • Retail banking, private banking, wealth management, and asset management across Asia
  • Corporate banking, investment banking, and global markets
  • Digital banking, insurance strategies, and business models

Claire Tracey

Partner & Managing Director

London

  • Leads the Marketing, Sales & Pricing practice in BCG London
  • Global marketing partner for BCG's Financial Institutions practice
  • Customer strategies
  • Customer insight and segmentation

Ian Walsh

Senior Partner & Managing Director

London

  • Leads BCG's global work in retail banking
  • Asset management
  • Wealth management
  • Organization design
Financial Institutions

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