Strategic and financial planning for new and existing financial institutions

A great strategic and financial plan is important, but the real trick is in effective implementation.

This is where GBRW differ from mainstream strategy consulting firms. We have all been professional bankers and understand that a beautiful plan is meaningless unless it is practical and achievable. We work with investors looking to establish greenfield financial institutions, and financial institutions seeking to review or change their strategic performance or direction.

This includes commercial banks and finance companies, specialist leasing, factoring, asset finance, Microfinance Institutions, or peer-to-peer lenders, as well as Development finance institutions, Multilateral Development Banks, and donor agencies. Our strategic approach covers three key stages: formulating the strategy, implementing the strategy, and monitoring strategic performance. We have also developed financial plans, projection, and valuations models for a wide range of different institutions and projects.

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Strategy Finance & Change News

Johnny Rizq

The Ansoff Matrix – GBRW Bank Strategy Guide Series #1

27th July, 2020

Mike Coates

Supporting Green Investment in Vietnam: The role for a Green Finance Institution

30th September, 2019

Mike Coates

GBRW Delivers Major Capacity Building Project for the Development Bank of Rwanda

16th March, 2016

Mike Coates

Another Successful SME Customer Relationship Management Course for EBI

31st March, 2015

Strategy, Finance & Change Assignments

Thailand Sustainable Finance Roadmap

Feasibility Study for a Green Finance Institution for Vietnam

Strategic and Financial Planning/ Corporate Governance for Asia Green Development Bank

Consulting and Advisory to Golomt Bank in Mongolia

Strategy, Finance & Change Team

Meet some of our Strategy, Finance and Change experts. They have extensive practical experience in banking and finance as senior bankers and consultants. They have a deep pool of intellectual capital on the topic, and are up to date on the most recent developments in banking and finance, and the practical implementation of change. Feel free to connect with them as they welcome contact from both potential clients and collaborators.

Johnny Rizq

Director, GBRW Learning Limited

Johnny is a senior level financial services strategist with a 35-year career as a strategy consultant and trainer, banker, economist and financial journalist. Prior to joining GBRW in 2010, he was for 14 years the head of Lloyds Banking Group’s International Advisory Services business, directing and leading financial sector consulting and training assignments across the globe, with a focus on transitional markets. He was also the head of Strategy & Innovation for Lloyds Bank’s Corporate Transaction Services unit, a business with a turnover of more than $500 million.

Johnny’s main strengths and interests lie in strategy development and implementation, organisational development, business planning, financial inclusion, and addressing the financing needs of SMEs. He has particular expertise in Balanced Scorecard development, on which he has run workshops and delivered consulting projects for a number of banks. By helping them apply structured analytical tools and methodologies, Johnny enables his clients to position themselves strategically in the market to take advantage of changing opportunities, and to manage their risk exposure, while making optimal use of their capabilities and brand image. His professional experience covers a range market segments, including SME, Retail and Corporate banking, as well as specialised product areas such as Trade Finance.

He has worked extensively in Asia, the Middle East, Africa, the Caribbean, Central & Eastern Europe and the countries of the former Soviet Union. Johnny has a BA in Economics. He speaks English, Arabic, French and Portuguese.

Connect with Johnny