Step into new leadership roles
Accelerating the transition into leadership by building confidence, credibility and impact from the outset.
Strategic & Leadership Advisory – Non-Executive boards
Executive
Perspective.
Human Dynamics.
Lasting Impact.
25+ years of leadership in Asset and Wealth Management — now in service of yours.
Begin the conversationCore Belief
“Transformation only succeeds when people are brought along. Without broad alignment, strategy remains just a plan on paper.”
The Focus
Perspective for moments that matter.
Confidential. Personal. Challenging when it needs to be.
I work with leaders and high-performing professionals who are navigating decisions, transitions or periods of significant change.
As a Strategic & Leadership Advisor, I combine strategic perspective, thoughtful challenge and confidential reflection to help you see what matters, decide with strategic clarity and move forward with conviction.
Leaders who
Take on broader responsibilities
Enabling leaders to successfully navigate increased complexity, broaden their influence and lead at a more strategic level.
Lead through transformation
Guiding leaders and organisations through change with clarity, resilience and a people-centred approach.
The Offering
Engagement formats
From single conversations to a full transition support.
Focused
- Ideal for
- A leader at any seniority level who needs a sparring partner to find the right answer, manage a stakeholder conflict or plan the next career step.
- Format
- 3–6 sessions, roughly 60–90 minutes each.
- Outcome
- A clear, well-considered path forward that feels right for you.
Transition
- Ideal for
- A leader who has been newly promoted or appointed, such as a first leadership role or a manager taking on a broader scope or new responsibilities.
- Format
- A defined program across roughly 90 days.
- Outcome
- Confidence and clarity in the first steps, e.g. managing expectations, gaining strategic clarity and communicating effectively with your team, manager and peers.
Transformation
- Ideal for
- A leader who is taking on significant new responsibility, e.g. leading an organisation through real change, like a new executive role or a transformation mandate.
- Format
- A longer-term engagement over 9–12 months.
- Outcome
- Sustainable impact across all four phases – Foundation, Architecture, Momentum and Optimisation, which can include team workshops on strategy, organisational design and culture.
The Approach
Business realism
meets human insight.
My approach is grounded in first-hand executive leadership experience and shaped by the belief that business success and human dynamics cannot be separated.
I combine strategic sparring with selected psychological frameworks and coaching methodologies, including humanistic, behavioural and systemic approaches. Every engagement is tailored to the individual leader, their context and the challenges they face.
Whether supporting leadership transitions, organisational transformation or complex stakeholder environments, I help leaders strengthen self-awareness, navigate uncertainty and lead with clarity, confidence and impact.
Combining executive perspective with a deep understanding of human dynamics, I support leaders in building trust and navigating complexity to achieve lasting impact for themselves, their teams and their organisations.
FOUNDATION
First-hand C-level experience across global financial institutions.
METHODOLOGY
Evidence-based psychological frameworks integrated with business acumen.
TRUST & PARTNERSHIP
Every engagement built on trust, partnership and a shared commitment to lasting impact.
Testimonials
The Person
I have spent my career working in environments where decisions matter, expectations are high and consequences of getting things wrong can be significant.
During my time as a leader, I became increasingly interested in what is really behind decisions, how people think under pressure, how assumptions shape choices and why even highly capable people sometimes lose perspective.
Today, I do bring this experience into my work as Advisor. And I still don’t have all the answers, but I am here to help to ask the right questions, see situations more clearly and make decisions that are really your own.
My background gives me a strong understanding of the professional realities my clients operate in, coaching gives me the space to work beyond the obvious.
2020 - 2025 Bank Julius Bär
Head of Client Strategy & Experience
& Chief of Staff and Head of Group Strategy
2016 - 2019 DWS AG
Divisional Chief Operating Officer
1999 - 2016 Deutsche Bank Group
Several leadership roles in product management, product sales and Senior Relationship Manager
Advice supported by the experience.
My career is based on my desire for constant learning and for creating a lasting impact on organisations, clients and employees through inspirational leadership. I mostly chose content and impact over fast career opportunities when they didn’t match my values.
To better understand the psychological aspect of human behavior, I obtained a certification in executive coaching from Henley Business School.
I love being in nature and amongst like-minded people. Today, I support other leaders with an authentic, pragmatic and value-driven approach to unlocking their potential and strengthening their leadership effectiveness.
A space to think differently
What you can expect working with me.
CandourI will tell you what I see, even when it is uncomfortable.
PerspectiveI help you to step outside the current situation and look at the bigger picture.
ChallengeI will question assumptions, patterns and decisions that may be holding you back.
DiscretionOur conversations are confidential. Always.
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