Thursday, May 8 2008
In today’s webcast we talk to Etienne Eichenberger, co-founder and executive director of WISE, a leading company in the field of philanthropy advice to high net worth individuals (HNWI), wealthy families and banks. Philanthropy is high on the agenda of many private banks, because (U)HNWIs increasingly demand professional services in this field, which banks cannot […]
Popularity: 22% [?]
In today’s webcast we talk to Etienne Eichenberger, co-founder and executive director of WISE, a leading company in the field of philanthropy advice to high net worth individuals (HNWI), wealthy families and banks. Philanthropy is high on the agenda of many private banks, because (U)HNWIs increasingly demand professional services in this field, which banks cannot […]
Popularity: 22% [?]
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: 40% [?]
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: 40% [?]
Wednesday, September 5 2007
In this blogpost we provide you with a 30-second summary of the second conference day of the Private Banking Summit 2007 in Zurich, as we already did in yesterday’s post on the the first day of the event.
Here some of the top take-aways of the second conference day chaired by Prof Bernard Dumas:
The sustainability of […]
Popularity: 29% [?]
In this blogpost we provide you with a 30-second summary of the second conference day of the Private Banking Summit 2007 in Zurich, as we already did in yesterday’s post on the the first day of the event.
Here some of the top take-aways of the second conference day chaired by Prof Bernard Dumas:
The sustainability of […]
Popularity: 29% [?]
Friday, July 20 2007
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: 37% [?]
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: 37% [?]
Wednesday, June 20 2007
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: 57% [?]
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: 57% [?]
Thursday, June 14 2007
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 […]
Popularity: 27% [?]
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 […]
Popularity: 27% [?]
