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 bank-wide advisory process and will probably never follow that trend.

Why is that? For what reason do some institutions put so much effort into defining and rolling out advisory processes, while others do not bother? This whitepaper is a brief introduction and comparison of advisory processes in private banking.


The take-away from this paper is threefold. It gives you:

• an introduction to private banking advisory processes and what they aim for
• a comparison of two major schools of thought as to advice:(1) Institutions where banks and their brand predominate vs. institutions where relationship managers and their relation with clients predominate
• a high level overview of the private banking advisory processes of six institutions (Berenberg Bank, Clariden Leu, Credit Suisse, Pictet, UBS and Vontobel)

For more information on our company, Arvetica, and our services please visit our corporate website.

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