Strategy Consulting

Dr Stuart Gibson and his team work with private banks, private equity firms, venture capitalists, wealth managers, trustees, asset managers, family offices, insurance firms, legal firms, professional advisers, luxury goods retailers, not-for-profit organisations, fintech firms, large corporations, small/medium businesses and family businesses to implement actionable winning strategies to acquire, retain and develop customers to increase revenue and profit.

Strategic consulting projects carried out by Dr Stuart Gibson and his team include business strategy; marketing strategy; sales & distribution strategy; client engagement & loyalty strategy; digital strategy; and IT & operations strategy.

Business Strategy

  • Business Strategy
  • Strategic Planning & Business Plans
  • Growth Strategy
  • Mergers and Acquisitions
  • Strategic Partners for Joint Ventures & Alliances
  • Innovation Strategy
  • Business Performance Benchmarking
  • Organisation & Leadership Strategy
  • Shareholder Value Management
  • Strategic Governance

Marketing Strategy

  • Marketing Audit & Analysis
  • Strategic Marketing Plans
  • Market & Customer Segmentation, Targetting and Positioning Strategy
  • CRM Strategy
  • Market Assessment, Market Entry & Market Development Strategy
  • Product Development, Innovation, Launch & Go-To-Market Strategy
  • Global Brand Development & Rebranding Strategy
  • Pricing, Offer & Proposition Strategy
  • Market Research, Competitor & Intelligence Strategy
  • Marketing Communications Strategy (advertising, print, event management, public relations, merchandising, market research).
  • Digital Marketing Strategy (web development, email marketing, SEO, mobile and social media)

Sales & Distribution Strategy

  • Sales  & Distribution Strategy
  • New Business Development Strategy
  • Multi-Channel Strategies
  • Customer Acquisition
  • Portfolio Management
  • Sales Force Effectiveness
  • Key Account Management
  • Performance Measurement
  • Sales Incentives

Customer Engagement & Loyalty Strategy

  • Customer Relationship Management
  • Customer Loyalty & Retention
  • Customer Trust & Satisfaction
  • Customer Service Excellence 
  • Customer Segmentation
  • Customer Behaviour 
  • Customer Experience
  • Customer Lifecycle & Lifetime Value

Digital Strategy

  • Digital Business Model & Alignment
  • Digital Innovation
  • Digital Experience
  • Digital Technology
  • Digital Transformation
  • Digital Marketing
  • Online Strategy
  • Mobile Strategy
  • Social Media Strategy
  • e-Business and e-Commerce Strategy
  • e-Learning & e-Safety Strategy in Education

IT & Operations Strategy

  • Information Technology Strategy
  • Business Analysis & Business Process Redesign
  • Business Intelligence & Information Management
  • Supply Chain & Logistics
  • Risk Management
  • Human Resource Management
  • Outsourcing Strategy
  • Organisation & Change Management
  • Project & Programme Management

Research & Insight

  • Business Research 
  • Market Research 
  • Customer Research
  • Product Research
  • Competitor Research 
  • Sampling & Statistical Analysis
  • Wealth Management Insight
  • UHNWI, Entrepreneur & Family Office Insight



Dr Stuart Gibson assisted us with our business planning and client acquisition strategy, we were really impressed with his expert knowledge of the industry and the speed in which he completed the project. I would most definitely recommend him and we look forward to working with Dr Gibson on a long-term basis.
Mehul Kotedia, CEO/Managing Director, KYCme


If you would like to gain success in your private client and family office growth strategy, then please email Dr Stuart Gibson on today.