Selected consulting experience

Integrity Partners has extensive industry experience. Below are selected examples of consulting experience within Financial Services:

Asset and Wealth Management

Business model and launch plan for a new Asian sovereign wealth fund
Innovative business transformation strategy and roadmap
Redesign of asset-liability management (ALM) and investment organizations for top Korean insurer
Asia wealth management market size & segmentation for new market entrant
Review of strategic plans & 5-year targets of a top global asset manager (~US$1tn AUM)

Growth strategy and transformation roadmap for a leading Chinese securities company
Overseas growth strategy for a leading Chinese securities company
China market entry strategy and partner scan for leading pan-Asian investment bank
Strategic due diligence of top Taiwan financial holding company (FHC) raising capital overseas
Merger integration of Asia wholesale business and IT/risk platforms of 2 leading French banks
Merger integration of a regional Asian securities business (focus: Singapore, Hong Kong)
IPO origination/distribution model during post-merger integration (PMI) of top Asian bank
Vision and overall business model for corporate business of a leading Australian bank

Overseas credit card growth and market entry strategies for a Big 4 Chinese bank
Acquisition of Hong Kong card business for Asian regional bank; worked with investment bankers
Strategic due diligence of Taiwan bank and card issuer and transformation roadmap; focus on portfolio, customer base, channels, products and supporting capabilities

Business transformation strategy for global life insurer and asset manager
Priorities and market entry options for Life and P&C markets in China, Singapore, Korea and Taiwan
Retail client segmentation and cross-sell prioritization for Taiwan financial holding company
Business case for annuity-linked Life products for a leading insurer in Taiwan
Regional seminar on innovation for Asia-Pacific business of leading global insurance firm

Regional operating model for a leading Asian regional bank, including role of head office vs. country management (covered corporate & investment banking business)
End-state model and transformation roadmap to consolidate payment, credit and customer service operations across retail & wholesale banking at a leading private Taiwan bank
Consolidation of back-office into firm-wide processing utility for top Asian regional bank