Life insurance can address many needs of private banking customers, such as estate planning, capital protection or tax optimization, to name a few. Newer generations of life insurance products – in particular variable annuity (VA) products and private placement life insurance (PPLI, also called insurance wrappers) allow for flexible, transparent and need-based diversification of wealthy […]

Popularity: 30% [?]

Private banking – and in particular Swiss private banking – is currently undergoing change. While many elements and aspects of the changes have been forecasted and discussed for a while, they certainly are accelerated by the lasting external pressure on some of the regulations and practices applicable to Swiss private banking.
In the industry’s search for […]

Popularity: 39% [?]

In private banking, as in many other industries, client bases are becoming more and more heterogeneous. Demographic, socio-cultural and economic shifts - to name a few of the driving forces of this development - are reshaping the composition of many private bank’s clientele.
Private banks now face the challenge of dealing with the developments, by determining […]

Popularity: 67% [?]

Mr. Olivier Duterme, General Manager of ING Bank (Switzerland) shares his insights on the impact of the current financial crisis on private banks. In particular, Mr. Duterme talks about changes in customer behaviour, such as increased cautiousness and need for transparency and security. Private banks react to these changes by intensifying or adapting communication between […]

Popularity: 74% [?]

Today we talk to Prof. Dr. Beat Bernet, professor at the University of St. Gallen’s Swiss Institute of Banking and Finance, and founder of Bernet & Partner. Professor Bernet shares his thoughts on the current situation and the future development of the investment banking industry. He shows us the interdependencies of private and investment banking […]

Popularity: 83% [?]