Private banking in general, and Swiss Private Banking in particular, is undergoing a series of massive changes. Net new money is weak, margins deteriorate, and a number of regulations – both foreign and domestic – are to be adhered to in much stricter ways than before. On top, client demands are rising, and alternative providers […]

Popularity: 51% [?]

For today’s webcast Arvetica talked to Mr Heinrich Wegmann about private banking in Japan and major evolutions in the private banking industry over the past years. Mr Wegmann is an ex-Credit Suisse Banker with an international career and today on various boards, such as on the board of Vontobel Holding and Bank and Nomura Switzerland.
Enjoy […]

Popularity: 7% [?]

We wrote about the Global Financial Centres Index (pdf) commissioned by the City of London Corporation in a previous blogpost. For this post we interviewed Mark Yeandle of Z/Yen, who is one of the lead authors of the study that will appear every 6 months.
In the podcast we talked about the two leading global […]

Popularity: 5% [?]

David Maude, author of the reference book “Global Private Banking and Wealth Management: The New Realities” and independant consultant, gave us his views on private banking.

Privatebankinginnovation.com: What is the essence of private banking?
In principle, three key things:

The client base, which largely comprises the very wealthiest individuals and their families.
The nature of the client relationship, […]

Popularity: 13% [?]

At the beginning of this week we had the pleasure to talk with Ali Tariq about the first Ernst & Young Islamic Funds & Investments Report 2007, which was launched at the World Islamic Funds Conference in May.
Mr Tariq, who is senior consultant at the Ernst & Young Islamic Financial Services Group based in […]

Popularity: 7% [?]