Tag:


Randall Willette, Founder of Fine Art Wealth Management

Wednesday, May 21 2008

In today’s webcast we talk to Mr Randall Willette, Founder of Fine Art Wealth Management. In the discussion Randall outlines how art has become not only an asset class in private banking, but a means to differentiate and even generate additional revenues. These art-based financial services include tax and estate planning related to art, art […]

Popularity: 25% [?]

In today’s webcast we talk to Mr Randall Willette, Founder of Fine Art Wealth Management. In the discussion Randall outlines how art has become not only an asset class in private banking, but a means to differentiate and even generate additional revenues. These art-based financial services include tax and estate planning related to art, art […]

Popularity: 25% [?]

Etienne Eichenberger, Executive Director of WISE on Philanthropy and Private Banking

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% [?]

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% [?]

Prof Thorsten Hens, Director of the Swiss Banking Institute on Behavioural Finance

Tuesday, December 18 2007

This year Professor Thorsten Hens has taken over the directorate of the prestigious Swiss Banking Institute (ISB) at the University of Zurich. In today’s webcast we asked Professor Hens about the institute’s role in the private banking industry and talked to him about his specialist area, behavioral finance.
Enjoy the webcast:

Besides his academic activities Professor […]

Popularity: 30% [?]

This year Professor Thorsten Hens has taken over the directorate of the prestigious Swiss Banking Institute (ISB) at the University of Zurich. In today’s webcast we asked Professor Hens about the institute’s role in the private banking industry and talked to him about his specialist area, behavioral finance.
Enjoy the webcast:

Besides his academic activities Professor […]

Popularity: 30% [?]

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% [?]

Interview on the Islamic Funds & Investments Report 2007

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% [?]