Growth opportunities and diversification usually and justifiably dominate asset allocations in private banking. Also, the trend towards philanthropic investments, i.e. to invest in ‘good’ and sustainable causes, is getting stronger and stronger amongst private banking clients. Finding a good balance between growth, diversification and the philanthropic aspects of an investment thus is key when giving […]
Popularity: 30% [?]
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: 100% [?]
Today we wrote an opinion piece for WealthBriefing, the leading online private banking industry publication, about how wealth managers can turn competitive threats into opportunities:
Now is a good time for senior executives in private banking to have a fresh look at their business models to position their institutions for the future. Acting now will […]
Popularity: 25% [?]
When Arvetica recently organized a mini-workhop on private banking business models with a former banker and a headhunter, one of the participants brought up an interesting idea to help bank’s align their organizational design and their business model. The idea consisted of using the Star Model concept developed by Jay Galbraith to achieve a strategic […]
Popularity: 26% [?]
Today’s webcast is with Claudia Meier, Analyst at the bank Vontobel. She follows private banking and wealth management in Switzerland for the bank Vontobel. Claudia is at the origin of the much followed “Wealth Manager Report”, which she launched in 2004.
In the webcast she gives us the analyst’s perspective on the industry and tells us […]
Popularity: 15% [?]
