Sebastian Dovey, managing partner at Scorpio Partnership, visited us at Arvetica last week. We used the opportunity to interview him on his views on private banking and wealth management.
We started with a question about his understanding of “the essence of private banking”, as we do with all private banking professionals we talk to. Interestingly, […]

Popularity: 6% [?]

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% [?]

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, […]

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At the beginning of this week we had the pleasure to talk with Ali Tariq about the first Ernst & Young Islamic Funds & Investments Report 2007, which was launched at the World Islamic Funds Conference in May.
Mr Tariq, who is senior consultant at the Ernst & Young Islamic Financial Services Group based in […]

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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 […]

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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% [?]