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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: 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% [?]

Ruud J. Reuland, General Director of the Ecole Hôtelière de Lausanne - what can the hospitality industry bring to private banking

Wednesday, November 28 2007

In todays webcast we investigate what private banking can learn from the hospitality industry. We talked to Ruud J. Reuland, General Director of the globally leading hospitality school, “Ecole Hôtelière de Lausanne” (EHL), to explore cross-fertilization between the two industries.
Enjoy the full and exciting discussion with Mr Reuland in the video:

Throughout the webcast Mr […]

Popularity: 19% [?]

In todays webcast we investigate what private banking can learn from the hospitality industry. We talked to Ruud J. Reuland, General Director of the globally leading hospitality school, “Ecole Hôtelière de Lausanne” (EHL), to explore cross-fertilization between the two industries.
Enjoy the full and exciting discussion with Mr Reuland in the video:

Throughout the webcast Mr […]

Popularity: 19% [?]

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: 25% [?]

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: 25% [?]

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: 12% [?]

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: 12% [?]

Credit Suisse Business School - how to roll out a new advisory process globally

Wednesday, August 1 2007

Recently we were at the Credit Suisse Business School to talk to Mr Andreas Iten and Mr Othmar Cueni, Managing Director and Head Private Banking Institute. They shared their experience with us about the global roll-out of a new advisory process at Credit Suisse Private Banking, which the CS Business School was implementing worldwide.
The […]

Popularity: 11% [?]

Recently we were at the Credit Suisse Business School to talk to Mr Andreas Iten and Mr Othmar Cueni, Managing Director and Head Private Banking Institute. They shared their experience with us about the global roll-out of a new advisory process at Credit Suisse Private Banking, which the CS Business School was implementing worldwide.
The […]

Popularity: 11% [?]

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% [?]