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
Programme Design
12-day itinerary across Beijing, Shanghai, and Shenzhen — aligned to live investment mandates.
Business Leader Meetings
8 private meetings with Chinese corporate and government leaders arranged through network.
Cultural Briefings
Daily structured briefings on Chinese business culture, history, and commercial etiquette.
Language Sessions
Daily group Mandarin sessions focused on business etiquette phrases and meeting protocol.
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