MiFID II Assessment
Our goal is to develop tailor-made, productive solutions for our clients. We work pragmatically to reduce the complexity of problems and find suitable solutions.
Geissbühler Weber & Partner support you in meeting new financial market legal requirements and in optimising existing compliance & risk processes. We provide you with support both in solving specific regulatory issues as well as complete solutions, from planning and implementation all the way to the follow-up guidance.
Services
Our services cover the following subject areas:
Range of services
Initiation and planningDefinition of need for actionTailor-made solution developmentImplementation & continuous support
Initiation and planning
  • Initial situation / requirements of the financial service provider
  • Project organisation and definition of the project scope
  • Resource planning / selection and introduction of the point of contact
  • Scheduling & priority assignment
Definition of need for action
  • Delimitation and clarification of relevant regulatory requirements
  • Analysis of the actual situation
  • Definition of the target status
  • Definition of the work steps
  • Creation of the project plan
Tailor-made solution development
  • Development of a solution adjusted to individual needs
  • Completeness check
  • Discussion and coordination of the solutions developed with the relevant contacts
  • Presentation and acceptance of the solution developed
Implementation & continuous support
  • Implementation of the solution developed
  • Solution examination and optimisation if necessary
  • Handover and presentation
  • on-going support and advice (e.g. coaching or courses, adjustments or corrections)
  • Reporting
News

Geissbühler Weber Fidinam SA (GWFi SA)

Geissbühler Weber Fidinam SA (GWFi SA) Lugano, a company born in 2016 from the collaboration of Geissbühler Weber & Partner AG in Zurich and Fidinam Group Holding SA in …

Geissbühler Weber Fidinam SA (GWFi SA) Lugano

Geissbühler Weber Fidinam SA (GWFi SA) Lugano, a company born in 2016 from the collaboration of Geissbühler Weber & Partner AG in Zurich and Fidinam Group Holding SA in …

What happens in case “it” happens? – An independent party shall bring clarity

“It” is manifold

Where rules are set, rules can be broken. If this happens, sanctions are applied expecting that “It” will not happen again. This sounds relatively straightforward – …