Consulting and implementation · Lake Tegernsee

Consulting and implementation for financial products & services.

A small, high-performing team for banks and financial services providers in Germany and Austria. Pragmatic, resource-efficient and aligned with your existing structures. We stay in the project until the result is delivered.

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Two fields

banking & strategy consulting and tokenization

DE & AT

markets where we have completed projects

Until the result

conceptual and operational, across all phases

Two fields

What is on your agenda?

Banking & Strategy Consulting

Retail banking, management and strategy consulting, financial structuring.

Products, processes and distribution channels in Germany and Austria. Conceptual and operational, across all project phases.

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Tokenization

Tokenized fund shares, neutrally orchestrated.

Without a product of our own, with licensed partners. And proven on a running system instead of slide decks.

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Track record

The market keeps evolving. We help drive it.

300,000+

Greenfield build of a retail bank in Austria

74% to 44.5%

Restructuring of the private-client business of a German private bank

250,000+

M&A mandates: transaction support and leadership of the subsequent migration projects

0% to 33%

Building a high-performing direct channel for banking and insurance products

All mandates anonymised. Full track record

The proof · The lab is live

We don’t promise it. We show it.

At Lake Tegernsee we operate a complete consortium network with four role-based nodes and three smart contracts. That is our working principle in one picture: we commit to nothing we have not built and tested ourselves first.

Wallberg Advisory · neutral orchestration

ManCo

Custodian bank

Depositary

Distributor

3 smart contracts

one shared data base

Wallberg keeps neither the register nor the keys. Both remain with the licensed partners.

role-based nodes

ManCo · custodian bank · depositary · distributor

smart contracts

IdentityRegistry ERC-3643 · EUR token ERC-20 · fund ERC-4626

T+0

end-to-end flow

KYC → subscription → mint → settlement

3/4

finality

IBFT 2.0 consensus, finality at 3 of 4 votes

Open the live system: wallberg-advisory.de/labor →About the Tegernsee LabThe lab interface is in German.

The next step

A conversation instead of a brochure.

In a free intro call you describe the starting position in your organisation, and we tell you frankly where we see the biggest lever and whether we are the right partner for it. 30 to 45 minutes, no obligation.

Book an intro call

Free of charge · no obligation
office@wallberg-advisory.de