Thursday, June 10 2010
The preparation of management information in banks is a complex and costly process. First, data have to be collected from sometimes highly fragmented sources. Then the data have to be consolidated and put into correct and meaningful relation. Only then the actual work, namely the analysis and interpretation of the information can take place. Banks […]
Popularity: 6% [?]
The preparation of management information in banks is a complex and costly process. First, data have to be collected from sometimes highly fragmented sources. Then the data have to be consolidated and put into correct and meaningful relation. Only then the actual work, namely the analysis and interpretation of the information can take place. Banks […]
Popularity: 6% [?]
Tuesday, May 12 2009
Life insurance can address many needs of private banking customers, such as estate planning, capital protection or tax optimization, to name a few. Newer generations of life insurance products – in particular variable annuity (VA) products and private placement life insurance (PPLI, also called insurance wrappers) allow for flexible, transparent and need-based diversification of wealthy […]
Popularity: 84% [?]
Life insurance can address many needs of private banking customers, such as estate planning, capital protection or tax optimization, to name a few. Newer generations of life insurance products – in particular variable annuity (VA) products and private placement life insurance (PPLI, also called insurance wrappers) allow for flexible, transparent and need-based diversification of wealthy […]
Popularity: 84% [?]
Thursday, February 12 2009
Mr. Olivier Duterme, General Manager of ING Bank (Switzerland) shares his insights on the impact of the current financial crisis on private banks. In particular, Mr. Duterme talks about changes in customer behaviour, such as increased cautiousness and need for transparency and security. Private banks react to these changes by intensifying or adapting communication between […]
Popularity: 96% [?]
Mr. Olivier Duterme, General Manager of ING Bank (Switzerland) shares his insights on the impact of the current financial crisis on private banks. In particular, Mr. Duterme talks about changes in customer behaviour, such as increased cautiousness and need for transparency and security. Private banks react to these changes by intensifying or adapting communication between […]
Popularity: 96% [?]
Monday, June 30 2008
CEO succession planning is a very important, but often neglected, topic in business. This is particularly relevant in a relationship- and trust-based business such as private banking. Mr Peter Braunwalder, chief executive of HSBC Private Bank (Suisse) SA, shares his insights into successful succession planning with us in today’s webcast. Mr Braunwalder is retiring from […]
Popularity: 73% [?]
CEO succession planning is a very important, but often neglected, topic in business. This is particularly relevant in a relationship- and trust-based business such as private banking. Mr Peter Braunwalder, chief executive of HSBC Private Bank (Suisse) SA, shares his insights into successful succession planning with us in today’s webcast. Mr Braunwalder is retiring from […]
Popularity: 73% [?]
Tuesday, June 10 2008
In today’s webcast we talk to Mr Christian Hafner, managing partner of Wegelin & Co., the largest traditional Swiss private bank in terms of branches in Switzerland.
In the webcast Mr Hafner explains the main reasons for Wegelin’s success, which he relates to the way they align the interests of clients, employees and owners. He […]
Popularity: 40% [?]
In today’s webcast we talk to Mr Christian Hafner, managing partner of Wegelin & Co., the largest traditional Swiss private bank in terms of branches in Switzerland.
In the webcast Mr Hafner explains the main reasons for Wegelin’s success, which he relates to the way they align the interests of clients, employees and owners. He […]
Popularity: 40% [?]
Tuesday, April 15 2008
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: 13% [?]
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: 13% [?]
