• Industry: Financial Services, Banking
  • Date: 6/18/2013


Stanislas Chambourdon
Tel. +352 22 51 51 - 6206


Gerard Laures


Tel. +352 22 51 51 5549 


Jean-Pascal Nepper


Tel. +352 225151 - 7973

Business Transformation 

The world of finance is undergoing substantial changes as a consequence of the financial crisis and the increased regulatory burden. These shifts in the financial landscape have created permanent changes for the Wealth Management industry.


Private banks need today to review and adapt their operating models to the new business environment and regulatory requirements in order to ensure compliance, profitability and sustainability.

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KPMG has developed a methodology to assist private banks in this challenging paradigm shift. This methodology, which is broken down into a certain number of phases, can be adapted and customized to meet the actual needs of any private bank:


  • Phase I    - As-Is analysis
  • Phase II   - Tax & Regulatory challenges
  • Phase III  - Strategic review
  • Phase IV - Roadmap
  • Phase V  - Implementation

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