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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


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

Local Experts

Jean-Werner de T'Serclaes

Partner & Managing Director


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

Jorge Becerra

Senior Partner & Managing Director


  • 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

Joaquín Valle del Olmo

Partner & Managing Director


  • Strategy
  • Corporate Development
  • Transformation
  • People and organization

Oriol Solans



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

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


  • 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


  • 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


  • 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


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

Gerold Grasshoff

Senior Partner & Managing Director


  • 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


  • 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


  • 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

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


  • 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


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