Tag:


Business Models in Private Banking - discover, understand and define

Tuesday, May 27 2008

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 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% [?]

Wealth Managers Can Turn Threats Into Opportunities

Wednesday, April 9 2008

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: 42% [?]

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: 42% [?]

Discover, Understand and Define Business Models in Private Banking - 7th May, London

Wednesday, April 2 2008

On the 7th of May Arvetica and WealthBriefing, the leading industry publication, are organizing a workshop on the topic “Discover, Understand and Define Business Models in Private Banking” at the Institute of Directors, Pall Mall, London.
The aim of this workshop is to help executives in private banking strengthen their own business model and discover […]

Popularity: 33% [?]

On the 7th of May Arvetica and WealthBriefing, the leading industry publication, are organizing a workshop on the topic “Discover, Understand and Define Business Models in Private Banking” at the Institute of Directors, Pall Mall, London.
The aim of this workshop is to help executives in private banking strengthen their own business model and discover […]

Popularity: 33% [?]

Training on Strategy Implementation and Business Model Innovation in Private Banking

Monday, October 15 2007

Arvetica is launching a training program for private banking strategy and management, which you can find on the Arvetica website. The first three courses to take place in November and December focus on strategy issues. Upcoming workshops will cover topics ranging from client acquisition and process industrialization to Web and e-banking strategy.
Scheduled Strategy Workshops:
28.-29.Nov’07: Designing […]

Popularity: 51% [?]

Arvetica is launching a training program for private banking strategy and management, which you can find on the Arvetica website. The first three courses to take place in November and December focus on strategy issues. Upcoming workshops will cover topics ranging from client acquisition and process industrialization to Web and e-banking strategy.
Scheduled Strategy Workshops:
28.-29.Nov’07: Designing […]

Popularity: 51% [?]

Ray Soudah of MillenniumAssociates on High Valuations of Private Banks

Wednesday, October 10 2007

For today’s webcast we had the great pleasure to count Ray Soudah as a guest at Arvetica. He is founder of independent M&A advisory boutique MilleniumAssociates, which specializes in the financial services industry with a particular emphasis on global wealth and asset management.
Enjoy the full webcast:

Ray first gave us a brief outlook for the […]

Popularity: 40% [?]

For today’s webcast we had the great pleasure to count Ray Soudah as a guest at Arvetica. He is founder of independent M&A advisory boutique MilleniumAssociates, which specializes in the financial services industry with a particular emphasis on global wealth and asset management.
Enjoy the full webcast:

Ray first gave us a brief outlook for the […]

Popularity: 40% [?]

Claudia Meier on Private Banking - the Analyst’s Perspective

Friday, July 20 2007

Today’s webcast is with Claudia Meier, Analyst at the bank Vontobel. She follows private banking and wealth management in Switzerland for the bank Vontobel. Claudia is at the origin of the much followed “Wealth Manager Report”, which she launched in 2004.
In the webcast she gives us the analyst’s perspective on the industry and tells us […]

Popularity: 37% [?]

Today’s webcast is with Claudia Meier, Analyst at the bank Vontobel. She follows private banking and wealth management in Switzerland for the bank Vontobel. Claudia is at the origin of the much followed “Wealth Manager Report”, which she launched in 2004.
In the webcast she gives us the analyst’s perspective on the industry and tells us […]

Popularity: 37% [?]