Recently we were at the Credit Suisse Business School to talk to Mr Andreas Iten and Mr Othmar Cueni, Managing Director and Head Private Banking Institute. They shared their experience with us about the global roll-out of a new advisory process at Credit Suisse Private Banking, which the CS Business School was implementing worldwide.
The […]

Popularity: 29% [?]

Today’s podcast is with Stuart E. Lucas, author of “Wealth: Grow it, Protect it, Spend it, and Share it” and Chairman of Wealth Strategist Network. He is particularly well positioned to talk about wealth management. In addition to his professional background and experience in the wealth management industry he is a fourth-generation heir to the […]

Popularity: 22% [?]

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: 60% [?]

Arvetica talked to Mr. Hans-Rudolf Rütti, director of the Victoria Jungfrau Grand Hotel & Spa in Interlaken, about the art of exclusive client relationships and what his experience could mean for private banking. His insights are all the more interesting, since the Victoria Jungfrau was ranked second best of Switzerland in the 2006 Bilanz City- […]

Popularity: 29% [?]

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: 82% [?]