About

Filippo
Bernasconi

Founder and Managing Partner

Banking services

Most of my 30 years professional career has been devoted to Change Management, contributing to continuous improvements of the effectiveness and quality of company services and products, and to increase the efficiency of processes and organisations.
My working philosophy is inspired by pragmatism and flexibility without renouncing to apply and maintain high quality standard methodologies.

Business and operating models, from the strategic thoughts to their full implementation.
IT Strategies definition and alignment (or re-alignment) to business strategies, accompanying the enterprise along the whole process for selecting the components of their IT platform.
Design of IT governance, budgeting, planning and control processes,.
Elaboration of sourcing strategies in the domain of IT, Operations, Compliance, Real Estate, logistics - outsourcing partner selection & contracting, implementation of outsourced services, temporary management of outsourced services.
Creation and startup of Service providers - definition of their business model, business plan and execution.

In my most recent experience within an international private bank headquartered in Switzerland, as Chief Operating Officer, I led a large division throughout complex transformation programs, launched either to expand the bank activities or to re-size the bank units worldwide in order to achieve efficiency and savings.
I run, over the years, several projects in almost all the financial services domains, from Investment to Corporate then private banking, leading internal resources or leveraging on primary consulting services.
I am an Electronic Engineer, graduated in Rome, specialising in Management, Technology and Economics. I attended an Advanced Management Program at INSEAD Fontainebleau.

Most of my 30 years professional career has been devoted to Change Management, contributing to continuous improvements of the effectiveness and quality of company services and products, and to increase the efficiency of processes and organisations.<br />
My working philosophy is inspired by pragmatism and flexibility without renouncing to apply and maintain high quality standard methodologies.

Business and operating models, from the strategic thoughts to their full implementation. <br />
IT Strategies definition and alignment (or re-alignment) to business strategies, accompanying the enterprise along the whole process for selecting the components of their IT platform.<br />
Design of IT governance, budgeting, planning and control processes,.<br />
Elaboration of sourcing strategies in the domain of IT, Operations, Compliance, Real Estate, logistics - outsourcing partner selection & contracting, implementation of outsourced services, temporary management of outsourced services.<br />
Creation and startup of Service providers - definition of their business model, business plan and execution.

In my most recent experience within an international private bank headquartered in Switzerland, as Chief Operating Officer, I led a large division throughout complex transformation programs, launched either to expand the bank activities or to re-size the bank units worldwide in order to achieve efficiency and savings. <br />
I run, over the years, several projects in almost all the financial services domains, from Investment to Corporate then private banking, leading internal resources or leveraging on primary consulting services.<br />
I am an Electronic Engineer, graduated in Rome, specialising in Management, Technology and Economics. I attended an Advanced Management Program at INSEAD Fontainebleau.

About

Paolo
Ferrari Trecate

Managing Partner

Banking services

I am a strategic thinker with a solution-based approach, and a proven ability in leading and managing large programs and projects within the banking and financial services domain.
As a “Banking Engineer”, the application of a strict methodology together with rigorous priorities, planning and budget management are the base of my working approach.
My goal is always to support management and stakeholders in their decision with business, economical and scenario analysis, and to put the resulting strategies into actions.

Broad experience in projects covering all aspects of banking operations, especially in the areas of Private Banking, Legal and Compliance, Risk analysis, Financial products, Asset Management and Clients Administration.
Analysis of business requirements, followed by design and implementation of efficient and effective processes and functionalities
Expert in the analysis, design and startup of full Banking platforms for Swiss and international clients and external counterparties, mainly based AVALOQ solutions

I am a senior consultant, with a 20-year successful track record in leading large scale project and programs within the banking and financial services domain.
In the most recent assignments, I have worked as a consultant, both in Switzerland and abroad (Luxembourg, Montecarlo, Singapore) for the implementation of the Avaloq platform for international banking groups.
I am an Aeronautical Engineer, graduated in Milano, with a certification in PRINCE 2 Project Management and specializations in Finance and Technology.

I am a strategic thinker with a solution-based approach, and a proven ability in leading and managing large programs and projects within the banking and financial services domain.
As a “Banking Engineer”, the application of a strict methodology together with rigorous priorities, planning and budget management are the base of my working approach.
My goal is always to support management and stakeholders in their decision with business, economical and scenario analysis, and to put the resulting strategies into actions.

Broad experience in projects covering all aspects of banking operations, especially in the areas of Private Banking, Legal and Compliance, Risk analysis, Financial products, Asset Management and Clients Administration.
Analysis of business requirements, followed by design and implementation of efficient and effective processes and functionalities
Expert in the analysis, design and startup of full Banking platforms for Swiss and international clients and external counterparties, mainly based AVALOQ solutions

I am a senior consultant, with a 20-year successful track record in leading large scale project and programs within the banking and financial services domain.
In the most recent assignments, I have worked as a consultant, both in Switzerland and abroad (Luxembourg, Montecarlo, Singapore) for the implementation of the Avaloq platform for international banking groups.
I am an Aeronautical Engineer, graduated in Milano, with a certification in PRINCE 2 Project Management and specializations in Finance and Technology.