Tag:


Heinrich Wegmann on Private Banking in Japan and Major Industry Evolutions

Monday, December 10 2007

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: 31% [?]

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: 31% [?]

Santiago Ulloa, President of GenSpring International on Family Offices in Latin America

Tuesday, December 4 2007

During a recent business trip to the US and Latin America we talked to Mr Santiago Ulloa, President of GenSpring International, about family offices in Latin America. Santiago is a true pioneer of the family office concept in that part of the world.
In the webcast he gives us an overview of GenSpring’s business model […]

Popularity: 35% [?]

During a recent business trip to the US and Latin America we talked to Mr Santiago Ulloa, President of GenSpring International, about family offices in Latin America. Santiago is a true pioneer of the family office concept in that part of the world.
In the webcast he gives us an overview of GenSpring’s business model […]

Popularity: 35% [?]

Chris Snyder, CEO and Co-Founder of Private Client Resources on Wealth, Complexity, Reporting and Pricing

Friday, November 23 2007

In today’s podcast we talk to Chris Snyder, CEO and co-founder of Private Client Resources LLC. He created this company together with Joseph L. Dionne based on a frustration that both had with visualizing their holdings.
They launched Private Client Resources to build a management information system for wealth management, similar to the systems they […]

Popularity: 39% [?]

In today’s podcast we talk to Chris Snyder, CEO and co-founder of Private Client Resources LLC. He created this company together with Joseph L. Dionne based on a frustration that both had with visualizing their holdings.
They launched Private Client Resources to build a management information system for wealth management, similar to the systems they […]

Popularity: 39% [?]

Jean-Pierre Cuoni, Founder and Chairman of EFG International Explains Their Success

Monday, November 5 2007

In today’s webcast Mr Jean-Pierre Cuoni, Co-Founder and Chairman of the Board of EFG International engagingly presents the originality behind his bank, which has known a stellar success since its launch in 1995. Over the last 12 years EFG has grown from a start-up bank to a global player with SFr 87 billion assets under […]

Popularity: 87% [?]

In today’s webcast Mr Jean-Pierre Cuoni, Co-Founder and Chairman of the Board of EFG International engagingly presents the originality behind his bank, which has known a stellar success since its launch in 1995. Over the last 12 years EFG has grown from a start-up bank to a global player with SFr 87 billion assets under […]

Popularity: 87% [?]

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: 52% [?]

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: 52% [?]

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: 41% [?]

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: 41% [?]