Sebastian Dovey, managing partner at Scorpio Partnership, visited us at Arvetica last week. We used the opportunity to interview him on his views on private banking and wealth management.
We started with a question about his understanding of “the essence of private banking”, as we do with all private banking professionals we talk to. Interestingly, […]
Popularity: 25% [?]
In today’s podcast we asked Rita McGrath of Columbia Business School about the essential steps towards “making strategy work”. This is quite a hot topic for private banks and wealth managers, since many of them are in the process of implementing strategic management processes to better connect strategic vision, strategy implementation and measuring strategy.
In the […]
Popularity: 27% [?]
Recently we talked to Bob Ellis, a senior analyst at the financial institution consultancy Celent about various aspect of technology in (US) wealth management.
In the podcast Bob distinguishes between “need-to-have” and “nice-to-have” technologies and reminds us that clients aren’t buying technology but relationships. He sees the core value of today’s technology in helping to:
maximize […]
Popularity: 15% [?]
Today Jean-Christophe Pernollet, Partner at Price Waterhouse Coopers, visited us at Arvetica to talk about their recent Global Private Banking/Wealth Management Survey 2007.
We started the conversation with some of the particularities of the hybrid business models we see in the market today, which blend open architecture with proprietary in-house products and services. Then Jean-Christophe touched […]
Popularity: 24% [?]
Recently we were at the Credit Suisse Business School to talk to Mr Andreas Iten and Mr Othmar Cueni, Managing Director and Head Private Banking Institute. They shared their experience with us about the global roll-out of a new advisory process at Credit Suisse Private Banking, which the CS Business School was implementing worldwide.
The […]
Popularity: 27% [?]
