Professional Firms
Experience with professional firms
- Strategic planning project for a leading firm of stockbrokers
- Compensation design for Macquarie Bank
- Strategic planning and management of the process of merging the individual firms that became Colliers International; Strategic Planning for Colliers
- Marketing strategy for a mid-tier Investment Bank
- 360 degree feedback for the senior management team of UBS Warburg
- Review of partnership management processes and business strategies for leading insurance brokers
- Strategic review, including customer profitability analysis for one of AMP’s largest wealth management associates