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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

Jorge Becerra

Senior Partner & Managing Director

Santiago

  • Retail banking and payments
  • Wealth management
  • Organization design, change management, and leadership
  • Digital transformation

Federico Muxí

Partner & Managing Director

Buenos Aires

  • CRM and advanced analytics
  • Technology and digital
  • Corporate development and finance
  • Mergers and acquisitions (M&A) and divestitures

Andrés Anavi

Partner & Managing Director

Santiago

  • Technology and digital
  • Innovation and product development
  • Retail and transaction banking
  • Market research and consumer insight

Oriol Solans

Principal

Santiago

  • Technology and digital
  • Large Transformations
  • Omnichannel strategy
  • Project management office (PMO)

Jean-Werner de T'Serclaes

Partner & Managing Director

Bogotá

  • Leads BCG's global work in distribution in retail banking
  • Leads BCG's financial services work in Spanish South America
  • Pricing
  • Multichannel strategy

Joaquín Valle del Olmo

Partner & Managing Director

Lima

  • Strategy
  • Corporate Development
  • Transformation
  • People and organization

Olga Botero

Senior Advisor

Bogotá

  • Information technology
  • Cybersecurity and risk management
  • Digital strategy
  • Information and data

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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