The preparation of management information in banks is a complex and costly process. First, data have to be collected from sometimes highly fragmented sources. Then the data have to be consolidated and put into correct and meaningful relation. Only then the actual work, namely the analysis and interpretation of the information can take place. Banks […]
Popularity: 14% [?]
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% [?]
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% [?]
Vacations are already far behind us in the western hemisphere and we are picking up with posting on our blog. In this first blogpost after the summer break we put the focus on how thinking visually can help tackle business challenges.
Statistical surveys have shown that design and visualization have a verifiable impact on business performance. […]
Popularity: 93% [?]
