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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

Kilian Berz

Senior Partner & Managing Director

Toronto

  • Retail and corporate banking
  • Insurance
  • Asset management and wealth management
  • Customer-focused transformation
Nan DasGupta

Partner & Managing Director

Toronto

  • Financial services
  • Retail banking
  • Wealth management
  • Multichannel sales
Craig Hapelt

Partner & Managing Director

Toronto

  • Retail banking, including branches and branch layout
  • Transaction banking
  • Treasury services
  • Relationship management
Vinay Shandal

Partner & Managing Director

Toronto

  • Shareholder activism
  • Commercial banking
  • Personal banking
  • Private equity
James Tucker

Partner & Managing Director

Toronto

  • Office of the CFO
  • Performance management
  • Forecasting and planning
  • Corporate banking

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
Carsten Baumgärtner

Senior Partner & Managing Director

Munich

  • Leads BCG's global work in corporate banking
  • Wholesale banking strategy
  • Large scale transformation
  • Operational efficiency
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 Financial Institutions practice in Western Europe, South America and Africa
  • Leads BCG's Postmerger Integration practice in Western Europe, South America and Africa
  • 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

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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