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: 17% [?]

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: 20% [?]

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: 20% [?]

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: 14% [?]

To the public Charles Schwab is better known for its discount brokerage than for its private banking activities. Yet, it has been quite interesting to follow the company’s strategic odyssey in the private banking sector. With their latest strategic focus it seems to me that they are on to something quite interesting that represents a […]

Popularity: 25% [?]

Recently there has been a flood of articles about serving sports stars in private banking. The magazine “Schweizer Bank” writes about it here (subscription required), “Private” published an article about it, WealthBriefing.com points it out in “Getting the Best Out of Dealing with Sports Stars” (subscription required). In his book “Global Private Banking and Wealth […]

Popularity: 19% [?]