Executive Partners · Private Tool
Business Plan Simulator
A bank-grade simulation tool designed for senior Private Bankers and Wealth Managers to model NNM portability, revenues, ROA and business viability before engaging with a platform.
What the simulator answers
- • Is my AUM portability realistic?
- • What revenue trajectory will a bank expect?
- • How long to reach break-even?
- • Does my business plan pass internal committees?
What’s inside
- • 3-year NNM & revenue projections
- • ROA & margin logic tailored to Private Banking
- • Instant scenario analysis
- • Export-ready outputs for discussions
Who it’s for: Senior Relationship Managers, Team Heads and Private Bankers considering a strategic move across Switzerland, the UK, MEA, Asia or the US.
Access is reviewed manually to preserve confidentiality.
Request access to the BP Simulator