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% [?]
In an increasingly competitive market dominated and shaped by changing environments and trends, knowing what the future holds would come very handy. Of course, future telling is as hard in banking as it is in any other industry and aspect of life. However, despite the apparent difficulties, there are some things one can do to […]
Popularity: 46% [?]
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: 86% [?]
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: 90% [?]
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: 97% [?]
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: 96% [?]
