Hans Montgomery

Hans Montgomery joined Boston Consulting Group in 2006. He is a core member of the Financial Institutions (FI) practice. Hans has experience in many areas within financial institutions, but most deeply in wealth and asset management as well as consumer banking and payments. He has broad cross-functional experience, especially in corporate/business strategy, pricing, target operating model and organization design, and post-merger integration.

Hans leads BCG’s North America Wealth Management segment, and is the lead for the FI practice for the Great Lakes Region/Midwest. He’s a member of the North America practice management team. In addition to his work in the financial institutions industry, he has led a series of pro-bono efforts for non-profits in Chicago centered on driving catalytic capital investment into underinvested neighborhoods.

Prior to joining the firm, Hans worked at Procter and Gamble for five years in operations management roles at multiple plant locations, where he developed expertise in lean methodologies as well as capital project management.

AREAS OF EXPERTISE

EDUCATION

MBA, high honors, University of Chicago Graduate School of Business
BS, chemical engineering, University of Texas at Austin.

Publications and Videos

Global Wealth 2022: Standing Still Is Not an Option

The most important question facing wealth managers right now is not which initiatives to prioritize—but how best to implement them all.

Navigating Wealth Management in a Covid World

Despite the global pandemic, the past year has turned out to be productive for wealth managers. As the pandemic continues to impact lives and economies around the world, they are focused on where the industry goes next. In a comprehensive global survey, we asked senior executives to share their perspectives.

2021年全球财富报告：客户至上，掘金三大财富管理客群

长久以来，财富行业一贯采用由内而外的业务运营模式，而现在这种局面亟待改变。未来五年前景光明，个人投资者和财富管理机构皆有望迎来一派欣欣向荣之景。然而，在衡量和把握机会的过程中需要从客户视角出发，想客户之所想，并开展与其匹配的全面商业模式转型。

Global Wealth 2021: When Clients Take the Lead

Flipping the lens to look at global wealth from the perspective of client needs instead of net worth reveals huge untapped revenue pools lying in plain sight.

How Financial Institutions Can Find Organizational Advantage in PMI

A successful merger must do more than create near-term synergies. Here are five ways to help the combined entity deliver all the benefits of a deal.

Building a Supportive Capital Market for Underinvested Neighborhoods

There are many challenges surrounding long-term investments for disadvantaged communities. Building project pipelines, simplifying transactions and increasing flow of capital are crucial to reversing this trend.

At the Crossroads: Wealth Management in North America

North American wealth managers entered the recent crisis in worse shape than they entered the Global Financial Crisis of 2008/2009. This creates a pressing need for change, and a revitalized agenda is called for to establish strategic priorities and a winning game plan.

What’s Next for US Banking Consolidation in the Post-COVID-19 World?

The pandemic is pumping the brakes on M&A, but activity will rebound and likely accelerate. Banks should be bold and ready.

Unlocking the Hidden Value in Securities Services

Securities servicing businesses outperformed their capital market peers and delivered steady growth in the years following the 2008 financial crisis. COVID-19 has created headwinds for security services, but there are various strategies to maximize competitive advantage.