At Hartview we bring expertise to translate ideas into action
Business strategy
- Business planning for high end, owner managed IFA’s seeking to migrate to fee based wealth management business models
- Developed a growth strategy for a newly formed Private Bank through facilitation of workshops, competitor and market research and business planning
- Led high level design work for establishing a target operating model and IT platform strategy for leading UK wealth manager
- Managed a restructuring programme including staff reductions, closure of offices and sale of unprofitable businesses