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: 10% [?]

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: 8% [?]

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: 11% [?]

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% [?]

Recently Arvetica facilitated a training workshop for a client on the topic of “Visualizing Business Models and Value Propositions in Wealth Management”. The aim of the event was to train participants in applying innovative and visual methods to analyze and compare business models and offers in in wealth management. We focused on two methods:

To […]

Popularity: 12% [?]

Video: Arvetica talked with Maurice Levy, partner at sodi platforms, about the essence of private banking, his innovative company and the role of independant asset managers in the future of private banking.
Sodi platforms is definitely one of the innovative business models in private banking that is worth following. At its core it is about providing […]

Popularity: 8% [?]