Insights

Banking

Private Banking & Wealth Management

Meet Your Private Banking and Wealth Management (PBWM) Team

Unlock next-generation banking and wealth solutions with Synpulse. Our Private Banking & Wealth Management experts bring deep domain knowledge, cutting-edge technology skills, and proven delivery capabilities to help banks thrive in a dynamic regulatory and digital environment. Meet the team shaping the future of cost-efficient operations, regulatory compliance, and modular, data-driven advisory models.

How We Help You Succeed in Private Banking & Wealth Management

We support global and regional private banks in transforming their operations, advisory capabilities, and compliance frameworks for a future-ready financial ecosystem. Our approach integrates strategic consulting with hands-on delivery across three core focus areas:

Cost Efficiencies & Digital Operating Models

From lean transformation to zero back office, we help banks reduce complexity and cost-to-serve. With intelligent automation, modular core platforms (like AI Bank-in-a-Box), and scalable target operating models, we enable efficient, end-to-end service delivery without compromising quality.

Regulatory Compliance & Risk (RCR)

We design and implement robust frameworks for non-financial risk, ESG, and financial crime prevention. Our focus is on proactive governance, efficient monitoring, and enhanced compliance with KYC, AML, and sanctions regimes - protecting organizational trust and resilience.

Wealth Continuum & Advisory Innovation

We help banks modernize the client journey across the full wealth spectrum - from retail to high-net-worth. Whether it’s a digital Wealth Cockpit for RMs, scaling advice to the mass affluent, or optimizing the EAM model, we bring the strategy, tools, and tech to deliver personalized, compliant, and omnichannel experiences.

Our Experts In This Topic

OUR EXPERT

Prasanna Venkatesan

Senior Partner and Global Head of Private Banking and Wealth Management

Prasanna is Global Head of Private Banking & Wealth Management (PBWM) and leads Synpulse’s Regulatory, Risk & Compliance (RCR) practice group-wide. He specialises in large-scale transformation, post-merger integration, non-financial risk, and financial crime compliance, with a focus on data, AI/ML, and target operating model design and delivery. He holds a Master’s in Finance and Strategy from NTU.

OUR EXPERT

Hocine Merrir

Associate Partner • Banking

Hocine Merrir is an Associate Partner based in Geneva focused on operational excellence for private banks. With close to two decades in programme delivery, he leads operating‑model redesigns, process re‑engineering, and AI initiatives using platforms such as Blue Prism and UiPath. Certified in change management and Lean Six Sigma, Hocine turns complex transformations into reliable outcomes.

OUR EXPERT

David Steiger

Associate Partner • Banking

David Steiger is an Associate Partner focused on Operational Excellence in banking. He leads target operating‑model design, outsourcing and carve‑outs, process efficiency, and intelligent automation, often on Avaloq/Temenos landscapes. His work spans run‑vs‑change segregation, hub‑and‑spoke operating models, and M&A integrations for Swiss and international banks.

OUR EXPERT

Johannes Pfister

Managing Director • Banking

Johannes Pfister is a Managing Director, shaping banking transformation with a strong focus on AI strategy and enablement. As an AI enthusiast, evangelist, and translator, he bridges technical complexity and business value to help financial institutions innovate, enhance efficiency, and prepare for an AI‑driven future.

OUR EXPERT

David Wager

Associate Partner • Banking

David Wager is an Associate Partner, advising financial institutions across the APAC region. With deep expertise in banking, client engagement, and strategic transformation, he helps organisations enhance efficiency and deliver impactful business outcomes. David plays a key role in shaping regional initiatives, partnerships, and operational excellence.

OUR EXPERT

James Dellborg

Associate Partner • Banking

James Dellborg is an Associate Partner, bringing over a decade of financial services experience across the UK, Hong Kong, and Singapore. He specialises in advisory, digital banking, and client lifecycle transformation, with deep expertise in stakeholder management and solution design. James has led major projects for global banks, driving innovation and strategic growth.

OUR EXPERT

Matthias Muntwyler

Associate Partner • Banking

Matthias Muntwyler is an Associate Partner, specialising in KYC, Client Onboarding, and AML. With deep expertise in business and process analysis, nearshoring, and project management, he has led major implementations across Appway, Avaloq, and risk‑engine solutions. Based in Zurich, he drives regulatory excellence and operational transformation for global financial institutions.