Private banking – and in particular Swiss private banking – is currently undergoing change. While many elements and aspects of the changes have been forecasted and discussed for a while, they certainly are accelerated by the lasting external pressure on some of the regulations and practices applicable to Swiss private banking.
In the industry’s search for […]

Popularity: 88% [?]

Today we talk to Prof. Dr. Beat Bernet, professor at the University of St. Gallen’s Swiss Institute of Banking and Finance, and founder of Bernet & Partner. Professor Bernet shares his thoughts on the current situation and the future development of the investment banking industry. He shows us the interdependencies of private and investment banking […]

Popularity: 100% [?]

We wrote about the Global Financial Centres Index (pdf) commissioned by the City of London Corporation in a previous blogpost. For this post we interviewed Mark Yeandle of Z/Yen, who is one of the lead authors of the study that will appear every 6 months.
In the podcast we talked about the two leading global […]

Popularity: 7% [?]

Today’s webcast is with Claudia Meier, Analyst at the bank Vontobel. She follows private banking and wealth management in Switzerland for the bank Vontobel. Claudia is at the origin of the much followed “Wealth Manager Report”, which she launched in 2004.
In the webcast she gives us the analyst’s perspective on the industry and tells us […]

Popularity: 16% [?]

David Maude, author of the reference book “Global Private Banking and Wealth Management: The New Realities” and independant consultant, gave us his views on private banking.

Privatebankinginnovation.com: What is the essence of private banking?
In principle, three key things:

The client base, which largely comprises the very wealthiest individuals and their families.
The nature of the client relationship, […]

Popularity: 18% [?]