CEO succession planning is a very important, but often neglected, topic in business. This is particularly relevant in a relationship- and trust-based business such as private banking. Mr Peter Braunwalder, chief executive of HSBC Private Bank (Suisse) SA, shares his insights into successful succession planning with us in today’s webcast. Mr Braunwalder is retiring from […]
Popularity: 8% [?]
In today’s webcast we talk to Mr Christian Hafner, managing partner of Wegelin & Co., the largest traditional Swiss private bank in terms of branches in Switzerland.
In the webcast Mr Hafner explains the main reasons for Wegelin’s success, which he relates to the way they align the interests of clients, employees and owners. He […]
Popularity: 17% [?]
Private banks speak more about themselves than they do about their clients. Moreover, they hardly differentiate and they tend to use the same language: these are some of the findings of a study we conducted based on a quantitative analysis of the marketing brochures of 10 private banks*.
In fact, marketing brochures are a formidable proxy […]
Popularity: 43% [?]
Today Arvetica published a new whitepaper with the title A Comparison of Advisory Processes in Private Banking (download pdf). We focused on this topic because an increasing number of banks spend substantial amounts of money to define, implement and advertise advisory processes. Yet, some banks seem reluctant to the very idea of having a single […]
Popularity: 24% [?]
In today’s blogpost we present you a so-called slidecast (power point with audio) about business models in private banking.
In the first part of the presentation we look at several different private banking business models, notably some quite innovative ones. In the second part of the presentation we outline an approach that can help you describe, […]
Popularity: 70% [?]
In today’s webcast we talk to Mr Randall Willette, Founder of Fine Art Wealth Management. In the discussion Randall outlines how art has become not only an asset class in private banking, but a means to differentiate and even generate additional revenues. These art-based financial services include tax and estate planning related to art, art […]
Popularity: 25% [?]
