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: 9% [?]
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: 9% [?]
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: 15% [?]
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: 15% [?]
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: 9% [?]
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: 9% [?]
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: 8% [?]
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% [?]
Tuesday, October 9 2007
These days the Wealth Management Summit organized by Reuters is taking place in different places around the world. Below you can find a selection of video-interviews from the Summit on various topics.
Peter Flavel, Global Head of Private Banking, Standard Chartered
Peter Flavel, speaking at the Reuters Wealth Management Summit in Geneva on Monday, hopes the acquisition […]
Popularity: 11% [?]
These days the Wealth Management Summit organized by Reuters is taking place in different places around the world. Below you can find a selection of video-interviews from the Summit on various topics.
Peter Flavel, Global Head of Private Banking, Standard Chartered
Peter Flavel, speaking at the Reuters Wealth Management Summit in Geneva on Monday, hopes the acquisition […]
Popularity: 11% [?]
Tuesday, October 2 2007
For today’s blogpost we had the pleasure to interview Mr Karl-Matthäus Schmidt, CEO of the innovative start-up bank quirin bank in Germany. This is Mr Schmidt’s second venture in the financial sector after having launched the online broker Consors in 1994 and sold it to BNP Paribas in 2002.
1. Herr Schmidt, what does Private Banking […]
Popularity: 9% [?]
For today’s blogpost we had the pleasure to interview Mr Karl-Matthäus Schmidt, CEO of the innovative start-up bank quirin bank in Germany. This is Mr Schmidt’s second venture in the financial sector after having launched the online broker Consors in 1994 and sold it to BNP Paribas in 2002.
1. Herr Schmidt, what does Private Banking […]
Popularity: 9% [?]
