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: 75% [?]
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: 75% [?]
Friday, February 27 2009
In private banking, as in many other industries, client bases are becoming more and more heterogeneous. Demographic, socio-cultural and economic shifts - to name a few of the driving forces of this development - are reshaping the composition of many private bank’s clientele.
Private banks now face the challenge of dealing with the developments, by determining […]
Popularity: 91% [?]
In private banking, as in many other industries, client bases are becoming more and more heterogeneous. Demographic, socio-cultural and economic shifts - to name a few of the driving forces of this development - are reshaping the composition of many private bank’s clientele.
Private banks now face the challenge of dealing with the developments, by determining […]
Popularity: 91% [?]
Wednesday, May 21 2008
In today’s webcast we talk to Mr Daniel Isler, co-founder of Switzerbank.com, a Website that helps high net worth individuals (HNWIs) find their ideal banker or asset manager. What is interesting about Switzerbank is their starting point: Their whole value proposition is designed around the task of helping private clients find a banker with whom […]
Popularity: 19% [?]
In today’s webcast we talk to Mr Daniel Isler, co-founder of Switzerbank.com, a Website that helps high net worth individuals (HNWIs) find their ideal banker or asset manager. What is interesting about Switzerbank is their starting point: Their whole value proposition is designed around the task of helping private clients find a banker with whom […]
Popularity: 19% [?]
Wednesday, November 28 2007
In todays webcast we investigate what private banking can learn from the hospitality industry. We talked to Ruud J. Reuland, General Director of the globally leading hospitality school, “Ecole Hôtelière de Lausanne” (EHL), to explore cross-fertilization between the two industries.
Enjoy the full and exciting discussion with Mr Reuland in the video:
Throughout the webcast Mr […]
Popularity: 19% [?]
In todays webcast we investigate what private banking can learn from the hospitality industry. We talked to Ruud J. Reuland, General Director of the globally leading hospitality school, “Ecole Hôtelière de Lausanne” (EHL), to explore cross-fertilization between the two industries.
Enjoy the full and exciting discussion with Mr Reuland in the video:
Throughout the webcast Mr […]
Popularity: 19% [?]
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: 25% [?]
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: 25% [?]
Thursday, November 1 2007
One of our objectives for this blog is to make it an aggregator for information about new books, reports, research and doctoral dissertations that come out on the topics of private banking strategy, organization and competitive environment. To date there is no such “private banking library” where the total body of knowledge in our industry […]
Popularity: 21% [?]
One of our objectives for this blog is to make it an aggregator for information about new books, reports, research and doctoral dissertations that come out on the topics of private banking strategy, organization and competitive environment. To date there is no such “private banking library” where the total body of knowledge in our industry […]
Popularity: 21% [?]
