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% [?]

Today’s webcast is with Claudia Meier, Analyst at the bank Vontobel. She follows private banking and wealth management in Switzerland for the bank Vontobel. Claudia is at the origin of the much followed “Wealth Manager Report”, which she launched in 2004.
In the webcast she gives us the analyst’s perspective on the industry and tells us […]

Popularity: 10% [?]

Recently Arvetica facilitated a training workshop for a client on the topic of “Visualizing Business Models and Value Propositions in Wealth Management”. The aim of the event was to train participants in applying innovative and visual methods to analyze and compare business models and offers in in wealth management. We focused on two methods:

To […]

Popularity: 12% [?]

At Arvetica we are a little bit obsessed with the question of who could become the next Skype of private banking since we started doing research in this area. Could it be that the private banking and wealth management sector is just as vulnerable to disruption as any other “ordinary” industry (e.g. Skype in the […]

Popularity: 6% [?]