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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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