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MDRC carries out a wide range of strategic and tactical assignments in Business Management, Planning, Marketing, Client Acquisition and Client Support and Retention. Recent assignments carried out by the MDRC team, include:
  •  Competitive position assessment for a global wealth manager in UK onshore and UK offshore markets.
     
  •  Assisting a global Private Bank in developing business development strategies for Poland, Spain, the UK and Sweden.
     
  •  Assisting a major EU bank develop a pan-EU HNW strategy in response to MifID.
     
  •  Development of a strategy to assist a UK life company increase its sales to the HNW sectors in the 8 new member states of the EU
     
  •  High level process design for a client acquisition support unit at a  North American wealth management multinational.
     
  •  EU wide wealth management market entry feasibility study for a North American retail financial services company.
     
  •  Assisting the management team in the development of new distribution channel strategies for the HNW sector  - UK financial services company.
     
  •  Feasibility assessment and implementation plan for a new wealth management product - UK financial services company.
     
  •  Client profitability model design and assessment at a UK Private Bank.
     
  •  Client acquisition process review for the UK subsidiary of a Swiss Private Bank.
     
  •  Client satisfaction and retention studies for a major UK Private Bank.
  •  Development of a 5 year strategic plan for the UK wealth management subsidiary of a continental European bank.
     
  •  Feasibility studies for an on-line wealth management service - EU financial services company

MDRC's  consulting and research clients include:

  • The Royal Bank of Scotland Group
     
  •  ABN AMRO
     
  •  AXA group
     
  • Barclays Group
     
  •  UBS Group
     
  •  Credit Suisse Group
     
  •  American Express Private Bank
     
  •  SEI Investments Europe
     
  •  Lloyds TSB Wealth Management
     
  •  Citigroup
     
  •  Brown Shipley
     
  •  PwC
     
  •  KPMG

    and many other firms with an interest in the High Net Worth and wealth management sectors.
     

 



 

 

 







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Last modified: 03/31/08