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Jürg Bühlmann, Attorney-at-Law, on FATCA

Wednesday, March 9 2011

FATCA, the US Foreign Account Tax Compliance Act, has been stirring the banking industry for some time now. While the implementing rules still need to be finalized, its main elements and its grave ramifications are more or less clear at this point: Unless a so-called „foreign financial institution“ enters into an agreement with the IRS, […]

Popularity: 54% [?]

FATCA, the US Foreign Account Tax Compliance Act, has been stirring the banking industry for some time now. While the implementing rules still need to be finalized, its main elements and its grave ramifications are more or less clear at this point: Unless a so-called „foreign financial institution“ enters into an agreement with the IRS, […]

Popularity: 54% [?]

Some Thoughts on the Future of Swiss Private Banking

Thursday, November 11 2010

Private banking in general, and Swiss Private Banking in particular, is undergoing a series of massive changes. Net new money is weak, margins deteriorate, and a number of regulations – both foreign and domestic – are to be adhered to in much stricter ways than before. On top, client demands are rising, and alternative providers […]

Popularity: 51% [?]

Private banking in general, and Swiss Private Banking in particular, is undergoing a series of massive changes. Net new money is weak, margins deteriorate, and a number of regulations – both foreign and domestic – are to be adhered to in much stricter ways than before. On top, client demands are rising, and alternative providers […]

Popularity: 51% [?]

Dr. Werner E. Rutsch on Current Trends and Challenges in Swiss Private Banking

Thursday, April 16 2009

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: 100% [?]

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: 100% [?]

Professor Beat Bernet on the Future of Investment Banking

Wednesday, January 28 2009

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: 67% [?]

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: 67% [?]

Mark Yeandle on the Global Financial Centres Index

Saturday, September 1 2007

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: 5% [?]

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: 5% [?]

Claudia Meier on Private Banking - the Analyst’s Perspective

Friday, July 20 2007

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: 11% [?]

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: 11% [?]