ADVELYON
Transformation that Delivers
ADVELYON
ENGAGEMENT MODELS
About Me
Claudio Frehner
25+ years experience in guiding financial institutions and companies form other industries through their most important transformations
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Strategy & Strategic Planning
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Transformation, Change & Scalable Growth
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Digitalization / AI, Innovation & Business Model Design
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Operational Excellence & Process Optimization
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M&A & Strategic Alliances / Partnerships
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Deep Sector Expertise: Wealth Management, Universal Banking, Investment Banking, Asset Management & Pension Funds, Fintech
A rare combination in one person: strategic depth paired with real execution experience
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Strategic design and leadership of transformation mandates: Boston Consulting Group (Project Leader); Bank Vontobel (Chief Strategy Officer)
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Operational leadership in transformation situations: Tellco Bank (Chief Executive Officer); Credit Suisse (Managing Director Operations)
APPROACh
The trusted Partner who turns Strategy into Impact.
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Clear insight into what truly matters - beyond symptoms, with a focus on root causes, levers and trade-offs.
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Strategies that are owned and delivered - firmly anchored in culture, leadership and structures and carried by acceptance and signals from the organization, with full attention and energy on execution, where success is ultimately decided.
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Results, not slides - decisive action in the client's best interest, measured by impact.
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Reliable presence as a lived commitment - the ambition to be the most trusted partner, in good times and in challenging ones.
TARgeT CLIENTS
For Businesses & Their Leaders
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Listed Companies & SMEs
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Family Businesses
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Private Equity
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Fintechs & Start-/Scale-ups
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C-Level Executives & Board Members
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Entrepreneurs
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Investors & Portfolio Managers