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A Comparison of Advisory Processes in Private Banking

Tuesday, May 27 2008

Today Arvetica published a new whitepaper with the title A Comparison of Advisory Processes in Private Banking (download pdf). We focused on this topic because an increasing number of banks spend substantial amounts of money to define, implement and advertise advisory processes. Yet, some banks seem reluctant to the very idea of having a single […]

Popularity: 24% [?]

Today Arvetica published a new whitepaper with the title A Comparison of Advisory Processes in Private Banking (download pdf). We focused on this topic because an increasing number of banks spend substantial amounts of money to define, implement and advertise advisory processes. Yet, some banks seem reluctant to the very idea of having a single […]

Popularity: 24% [?]

Nick Brewer, Group Strategy Manager at Temenos on the Implications of Complex Financial Products on Systems and Processes

Monday, April 7 2008

In today’s webcast we talk to Nick Brewer, Group Strategy Manager at Temenos, a banking software provider. In the webcast Nick outlines some of the implications of alternative investments and structured products on banking systems and processes.
This is an important area, given that these products offer banks very attractive margins. However, since the area […]

Popularity: 31% [?]

In today’s webcast we talk to Nick Brewer, Group Strategy Manager at Temenos, a banking software provider. In the webcast Nick outlines some of the implications of alternative investments and structured products on banking systems and processes.
This is an important area, given that these products offer banks very attractive margins. However, since the area […]

Popularity: 31% [?]

Chris Snyder, CEO and Co-Founder of Private Client Resources on Wealth, Complexity, Reporting and Pricing

Friday, November 23 2007

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: 37% [?]

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: 37% [?]

Jean-Pierre Cuoni, Founder and Chairman of EFG International Explains Their Success

Monday, November 5 2007

In today’s webcast Mr Jean-Pierre Cuoni, Co-Founder and Chairman of the Board of EFG International engagingly presents the originality behind his bank, which has known a stellar success since its launch in 1995. Over the last 12 years EFG has grown from a start-up bank to a global player with SFr 87 billion assets under […]

Popularity: 85% [?]

In today’s webcast Mr Jean-Pierre Cuoni, Co-Founder and Chairman of the Board of EFG International engagingly presents the originality behind his bank, which has known a stellar success since its launch in 1995. Over the last 12 years EFG has grown from a start-up bank to a global player with SFr 87 billion assets under […]

Popularity: 85% [?]

Prof Buurman presents the Swiss Design Institute for Finance and Banking (SDFB)

Tuesday, September 18 2007

In this webcast we talked to Professor Gerhard Buurman, who manages the newly created Swiss Design Institute for Finance and Banking (SDFB), which was launched in June ‘07 (disclosure: Arvetica partner Stefano Mastrogiacomo will be part of the research council that advises the SDFB on projects).
In the webcast Professor Buurman explains that the SDFB […]

Popularity: 26% [?]

In this webcast we talked to Professor Gerhard Buurman, who manages the newly created Swiss Design Institute for Finance and Banking (SDFB), which was launched in June ‘07 (disclosure: Arvetica partner Stefano Mastrogiacomo will be part of the research council that advises the SDFB on projects).
In the webcast Professor Buurman explains that the SDFB […]

Popularity: 26% [?]

Arthur Bolliger of Maerki Baumann & Co. SA Private Bank Shares his Experience

Monday, September 3 2007

We had the great opportunity to talk to Mr Arthur Bolliger, former CEO and now member of the board of Maerki Baumann & Co. SA Private Bank. In the webcast he gives us some great insights into his understanding of what private banking really is and the experience he acquired during his successful career in […]

Popularity: 33% [?]

We had the great opportunity to talk to Mr Arthur Bolliger, former CEO and now member of the board of Maerki Baumann & Co. SA Private Bank. In the webcast he gives us some great insights into his understanding of what private banking really is and the experience he acquired during his successful career in […]

Popularity: 33% [?]