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% [?]

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% [?]

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: 68% [?]

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: 37% [?]