BearingPoint’s Specialised Solutions Set The Standard

Stéphane Bellac Partner Banking & Capital Markets BearingPoint

BearingPoint is an independent, partner-owned management and technology consultancy with European roots and a global reach. The firm has a global consulting network with more than 13,000 people and supports clients in over 70 countries. Our banking and capital markets practice is especially prominent in Switzerland, with an office in Zürich since 2009 and a growing presence in Geneva since 2018.

We serve domestic and international clients throughout the front-to-back value chain and have strong ties to the industry’s technology ecosystem, covering leading software vendors (Core Banking System, PMS, CRM, and more). Our expertise extends to specialised solutions in advisory, wealth planning, and independent asset management. Our clients include universal banking groups, international and family-owned private banks and wealth managers, smaller asset managers, single and multi-family offices, trustees, and administrators.

pertise, allow us to examine challenges and opportunities from multiple perspectives.

What are the main contributions do you think you bring to the wealth management industry?

The wealth management industry is certainly an industry that has faced significant challenges in the last decade, due to increased regulations and technology advancements. Within this context, our contributions and expertise are essential as we support organisations to overcome these challenges by providing a fresh perspective, adopting best practices and methodology, and by defining and implementing short to long-term business transformation strategies that lead to improved performance.

What position would you like your firm to hold in its sector in five years’ time?

Please explain what you think makes your firm successful in its chosen field?

Our success is attributed to several key factors, including our great teams and both individual and collective expertise, as well as our strong relationships with organisations in the industry. These relationships give us a broad understanding of historical strategic and operational decisions, and a holistic view on market trends, enabling us to provide clients with the best market practices. In addition, and complementing the above, our intrinsic open approach to change and our market positioning, which leverages both our business and technical ex-

We aim to not only maintain, but to continuously excel and expand our services, becoming the preferred consultancy for wealth management and private banking technology and management consulting services, all the while upholding the highest quality standards. This includes digital transformation, cloud migration, blockchain-based solutions, asset tokenization, virtual asset financial services, and process mining technology to enhance operational efficiency.

What do you most like about the wealth management industry, and what do you like the least and would most like to change?

The highly skilled labour force allows the Swiss wealth management industry to offer high quality sophisticated financial services, regarded as among the world’s best. Furthermore, the industry can rely on the timely support and reactivity of FINMA, which introduces necessary regulatory frameworks, as well as on Switzerland’s solid political and economic stability.