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Financial Services

The financial services industry is undergoing a fundamental transformation. In this dynamic environment, financial service providers face complex challenges: emerging markets, the decarbonization of the economy, a shifting geopolitical landscape, intense competition, and technological disruption are all reshaping the business landscape. Simultaneously, boards and CEOs must navigate the risks of a hyper-connected digital world, increasing regulatory requirements, and mounting cost pressures.

Success in this environment demands a different kind of advisory firm – one that operates across silos, moves swiftly to action, and understands the interconnectedness of issues across all stakeholders. At RefineValue, we partner with chairmen, CEOs, and their teams to implement strategies and build organizational capabilities that consistently outperform expectations. Our board services and CEO advisory solutions focus on enhancing board effectiveness, unlocking high-end CEO performance, and improving the odds of successful succession and transitions in both boards and the CEO role.

Insurance

The insurance industry is experiencing massive structural change. Boards and CEOs must navigate evolving customer expectations, intensified competition in saturated markets, increasingly complex regulatory requirements, rising cost pressures, and the growing significance of Asian markets, all while managing digital transformation. We help you unlock your full potential and ensure your board and CEO are positioned to create long-term value and drive business success.

In investment banking and global markets, culture and leadership are paramount. Boards must prioritize culture, risk management, and control development. The most successful boards are distinguished by their commitment to continuous improvement in these areas. We empower CEOs, boards, and executive management to maximize performance, guiding transitions and succession planning to ensure that top executives align with your culture, risk profile, and business objectives.

Investment Banking/Global Markets

Corporate Banking

In a world where political shifts are redefining the rules, the decarbonization of the economy is advancing, and promising businesses are expanding, effective leadership is crucial. We partner with chairmen and CEOs to maximize the impact of the board and CEO, turning challenges into opportunities for success.

In the face of global market changes, rising client expectations, and intense competition, Boards and CEOs must elevate their effectiveness and performance. We help you assess whether you have the right mix of skills and experience and provide board services and CEO advisory solutions to ensure your wealth management and private banking operations remain strong, stable, and reliable.

Wealth Management & Private Banking

Consumer Banking

The consumer banking industry is undergoing a historic transformation as standardization reaches new levels and business and IT converge. CEOs and boards are challenged to proactively shape, manage, and monitor change as the business model evolves. We help you stay ahead in the rapidly evolving consumer banking market.

Asset management is marked by the convergence of alternative and traditional asset classes, the continued growth of passive products, and the accelerating use of new technologies such as analytics and AI in investment decision-making. It’s time to think creatively and find innovative solutions to the challenges of the future. Our approach focuses on enhancing board effectiveness, improving CEO performance, and increasing the odds of successful succession and transitions, so your clients achieve their financial goals and your organization remains competitive.

Asset Management

Consultants

Achieve a new level of sustainable, long-term value creation by improving CEO performance and board effectiveness

Our financial services practice team of consultants specializes in empowering boards and CEOs to excel in every facet of their roles. We enhance the odds of successful board and CEO transitions, ensuring long-term value creation.