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Travel · Financial Services · 2021

Executive China Immersion Programme

12-day programme for 20 senior partners; 100% rated 'exceeded expectations'.

Global Financial Services Firm

Key Metrics

20

Senior partners participated

12

Days of immersive programming

100%

Rated 'exceeded expectations'

3

China mandates led post-programme

Challenge

A global financial services firm's senior partners acknowledged a significant gap in their China market understanding, limiting their ability to serve Chinese clients and invest confidently in China-related mandates. A standard study tour would not be sufficient — they needed genuine commercial and cultural immersion.

Solution

We designed a 12-day bespoke immersion programme combining commercial site visits, structured meetings with Chinese business leaders and government officials, cultural briefings, and private Mandarin language sessions. The programme was built around the partners' actual investment mandates, making every session directly relevant to live decision-making.

Results

All 20 participants rated the programme as 'exceeded expectations' in the post-programme survey — a first for the firm's executive development team. Three partners subsequently led China-related mandates directly as a result of confidence built during the programme. The firm commissioned a second cohort programme for the following year.

Work Breakdown

Phase 1

Programme Design

12-day itinerary across Beijing, Shanghai, and Shenzhen — aligned to live investment mandates.

Phase 2

Business Leader Meetings

8 private meetings with Chinese corporate and government leaders arranged through network.

Phase 3

Cultural Briefings

Daily structured briefings on Chinese business culture, history, and commercial etiquette.

Phase 4

Language Sessions

Daily group Mandarin sessions focused on business etiquette phrases and meeting protocol.

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