Tag:


Axel Liebetrau on Corporate Foresight

Friday, November 13 2009

In an increasingly competitive market dominated and shaped by changing environments and trends, knowing what the future holds would come very handy. Of course, future telling is as hard in banking as it is in any other industry and aspect of life. However, despite the apparent difficulties, there are some things one can do to […]

Popularity: 26% [?]

In an increasingly competitive market dominated and shaped by changing environments and trends, knowing what the future holds would come very handy. Of course, future telling is as hard in banking as it is in any other industry and aspect of life. However, despite the apparent difficulties, there are some things one can do to […]

Popularity: 26% [?]

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: 43% [?]

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: 43% [?]

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: 14% [?]

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: 14% [?]

Sebastian Dovey of Scorpio Partnership on Private Banking and Wealth Management

Monday, August 27 2007

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: 9% [?]

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: 9% [?]

Interview with Stuart Lucas, Author of “Wealth”

Wednesday, July 18 2007

Today’s podcast is with Stuart E. Lucas, author of “Wealth: Grow it, Protect it, Spend it, and Share it” and Chairman of Wealth Strategist Network. He is particularly well positioned to talk about wealth management. In addition to his professional background and experience in the wealth management industry he is a fourth-generation heir to the […]

Popularity: 9% [?]

Today’s podcast is with Stuart E. Lucas, author of “Wealth: Grow it, Protect it, Spend it, and Share it” and Chairman of Wealth Strategist Network. He is particularly well positioned to talk about wealth management. In addition to his professional background and experience in the wealth management industry he is a fourth-generation heir to the […]

Popularity: 9% [?]

Workshop on Visualizing Business Models and Value Propositions in Wealth Management

Thursday, May 31 2007

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: 19% [?]

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: 19% [?]