projects delivered
5
AuM in scope
100 bn
revenue uptick achieved
+ 50 m
business savvy since
2022

Feedback

«The team has rich experience and deeply understands the value drivers in wealth management. They bring tangible insights to the table, are decision-oriented and ready to foster revenues. Backed by smart analytics, they go after unexploited sales opportunities, weakly priced products & solutions, or disparate cost-to-serve client management situations.»
«I have been collaborating with savvy multiple times. They are an excellent partner for tariff & price list redesigns, for compelling sales management cockpits, and provide hands-on support with analytical deep dives.»

«savvy's professionals have profound consulting expertise, in-depth wealth management know-how, and a proven track record in revenue management, pricing, and other relevant areas to grow the business.»
Pascal Echser, CFA, Head of Business Development at Rothschild & Co
Pascal Echser
Business Development in WM
«Their conceptual slides impress with highly relevant content and lot of insights from first-hand experience. Vega sales & revenue cockpit is a pioneering solution for data-driven business development.»


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