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: 39% [?]
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: 30% [?]
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: 31% [?]
WealthBriefing, a leading industry publication, organized a Breakfast Briefing on the topic of “Strategic & Operational Private Banking Models in the 21st Century” in Zürich last Tuesday.
Arvetica, our consulting boutique, participated in the high-level panel discussion besides other leading industry experts, including Sebastian Dovey, managing partner, Scorpio Partnership, Ray Soudah, founder, Millennium Associates and […]
Popularity: 51% [?]
For today’s executive insight we talked to Hans Nützi, CEO of Swiss Bank Clariden Leu, which has CHF 129 bn assets under management (2007).
PBI: Clariden Leu is now one year old, since it originated from the merger of Credit Suisse’s former independent private banks. What was tougher to manage during this first year, the […]
Popularity: 29% [?]
Today we wrote an opinion piece for WealthBriefing, the leading online private banking industry publication, about how wealth managers can turn competitive threats into opportunities:
Now is a good time for senior executives in private banking to have a fresh look at their business models to position their institutions for the future. Acting now will […]
Popularity: 49% [?]
