Scalability & Strategy
Scalability Assessment & Market Data Cost Reduction for a Swiss Cantonal Bank
TGGC assessed the bank's capabilities to scale its asset management business and delivered a product and market strategy — while reducing annual market data spend by ~CHF 0.5m.
CHF 6bn
AUM
~0.5m
p.a. market data savings
ExCo
Recommendations adopted
Challenge
The bank's asset management, management company, and trading divisions needed a clear view of their scalability and a strategic roadmap — while simultaneously addressing over-spend on market data across the group.
Approach
- Assessed the bank's capabilities to scale the asset management business
- Developed product and market strategies for all AM capabilities within the group
- Conducted a full market data audit to identify savings opportunities
- Presented recommendations directly to the Executive Committee
Outcomes and recommendations
- Clear scale-up roadmap presented to and adopted by ExCo
- Product and market strategy defined for all AM capabilities
- Market data costs reduced by approximately CHF 0.5m per annum
Anonymous · Reference on request. Ambitions, cost targets and identified opportunities are not delivered savings. Case-specific timings and results are not guarantees for another engagement.
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