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: 16% [?]

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: 18% [?]

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: 10% [?]

Venture Philantropy is rapidly becoming a small, but indispensable part of any private banking and wealth management offer.
In this context we did a webcast with Etienne Eichenberger, co-founder of a start-up called WISE. The abbreviation stands for “Wealthy Individuals and Social Entrepreneurs” and indicates the company’s value proposition of connecting projects and entrepreneurs in the […]

Popularity: 9% [?]