WallbergAdvisory

Consulting and implementation

Three practices, one standard: until the result is delivered.

Wallberg Advisory is a small, high-performing team. Our strength is a pragmatic, resource-efficient consulting approach that builds on your existing structures instead of setting a target picture against them.

Three practices
retail banking, strategy, financial structuring
DE & AT
supervisory requirements and distribution in both markets
No overhead
the person in the pitch is the person in the project

In brief

We specialise in short-notice, comprehensive support that resolves resource bottlenecks effectively. The work spans three practices: retail banking, management and strategy consulting, and financial and asset structuring. In all three we support every project phase, conceptually and operationally.

Track record

What became of our projects

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 projects in the track record

The next step

A conversation instead of a brochure.

In a free intro call you describe your starting position, 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

WallbergAdvisory

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