Monday, February 22 2010
Growth opportunities and diversification usually and justifiably dominate asset allocations in private banking. Also, the trend towards philanthropic investments, i.e. to invest in ‘good’ and sustainable causes, is getting stronger and stronger amongst private banking clients. Finding a good balance between growth, diversification and the philanthropic aspects of an investment thus is key when giving […]
Popularity: 3% [?]
Growth opportunities and diversification usually and justifiably dominate asset allocations in private banking. Also, the trend towards philanthropic investments, i.e. to invest in ‘good’ and sustainable causes, is getting stronger and stronger amongst private banking clients. Finding a good balance between growth, diversification and the philanthropic aspects of an investment thus is key when giving […]
Popularity: 3% [?]
Tuesday, May 12 2009
Life insurance can address many needs of private banking customers, such as estate planning, capital protection or tax optimization, to name a few. Newer generations of life insurance products – in particular variable annuity (VA) products and private placement life insurance (PPLI, also called insurance wrappers) allow for flexible, transparent and need-based diversification of wealthy […]
Popularity: 75% [?]
Life insurance can address many needs of private banking customers, such as estate planning, capital protection or tax optimization, to name a few. Newer generations of life insurance products – in particular variable annuity (VA) products and private placement life insurance (PPLI, also called insurance wrappers) allow for flexible, transparent and need-based diversification of wealthy […]
Popularity: 75% [?]
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: 23% [?]
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: 23% [?]
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: 15% [?]
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: 15% [?]
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: 15% [?]
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: 15% [?]
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: 13% [?]
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: 13% [?]
