Today Arvetica published a new whitepaper with the title A Comparison of Advisory Processes in Private Banking (download pdf). We focused on this topic because an increasing number of banks spend substantial amounts of money to define, implement and advertise advisory processes. Yet, some banks seem reluctant to the very idea of having a single […]
Popularity: 24% [?]
In today’s blogpost we present you a so-called slidecast (power point with audio) about business models in private banking.
In the first part of the presentation we look at several different private banking business models, notably some quite innovative ones. In the second part of the presentation we outline an approach that can help you describe, […]
Popularity: 70% [?]
In today’s webcast we talk to Mr Randall Willette, Founder of Fine Art Wealth Management. In the discussion Randall outlines how art has become not only an asset class in private banking, but a means to differentiate and even generate additional revenues. These art-based financial services include tax and estate planning related to art, art […]
Popularity: 25% [?]
In today’s webcast we talk to Mr Daniel Isler, co-founder of Switzerbank.com, a Website that helps high net worth individuals (HNWIs) find their ideal banker or asset manager. What is interesting about Switzerbank is their starting point: Their whole value proposition is designed around the task of helping private clients find a banker with whom […]
Popularity: 20% [?]
In today’s webcast we talk to Etienne Eichenberger, co-founder and executive director of WISE, a leading company in the field of philanthropy advice to high net worth individuals (HNWI), wealthy families and banks. Philanthropy is high on the agenda of many private banks, because (U)HNWIs increasingly demand professional services in this field, which banks cannot […]
Popularity: 22% [?]
