Beat supported the acquisition of two wealth management companies, bringing together American and Swiss cultures with very different business models and clients. Beat lead the Leadership and Culture workstream, this required coverage across 17 European, Asia, and South American countries. A full range of senior management integration workshops and big group intervention was required, as well as handling difficult conversations and influencing multiple stakeholder groups. Beat developed, designed, and facilitated workshops and conferences with up to 200 participants. Beat was instrumental in supporting the senior management teams of the regions.

Beat was supporting newly appointed leaders and their direct teams. He designed and facilitated Strategy/leadership workshops with the result that the management team could build trust, commitment, and shared accountability for their collective and individual results and objectives. He supported the new senior leader to be productive as quickly as possible and to identify behaviours that could stall his leadership effectiveness at the beginning of a new position.

Beat coached senior executives by a results and stakeholder-oriented approach. He supported leaders achieve positive, long term measurable change in behavior in the context of their business challenges and environment. Coaching and consulting are focussing on developing the key behaviors that will make the biggest impact on increased leadership effectiveness.

A change in team structures and positions required the development of managers who were new to roll. Juli designed an integrated coaching and classroom training 3-month course which provided these new managers with the tools and practice they required when dealing with their teams, conducting feedback, holding team meetings, dealing with challenge and end of year performance reviews.

Juli developed with her US colleagues a European optimal practice model (OPM) The business model was used to coach Financial Advisors and their teams. The model was the key coaching tool used by Juli to work with each location and team across the 17 countries. The model helped the teams assess their books of business, identify areas for development, and track goals set to target dates agreed. The Leadership in each region were also coached by Juli to ensure they were able to lead their teams, bringing the model and action plans to life.

In partnership with IMD Business School and the head of UBS Leadership Development Juli designed a 2-year Senior Leadership Program for the top 120 senior UBS executives. The two-year program included coaching, off-site retreats, and experiential team challenges that stretched leaders to their physical and mental limits. The success of the program that began in 2015 has seen a further 2 more cohorts begin this journey. Using this blended learning and development framework has seen long-lasting effects and significant positive leadership behavioural change.

This coaching assignment was to support an individual who had left the corporate world and was looking to start their own company. This assignment worked through the limiting beliefs, barriers to progress, and fear of failure the individual believed to be the reality. By breaking down each challenge and working with areas within their control the company was set up and is now a successful and profitable business.