• Home
  • About
  • Trust Ladder
  • Publications
  • Contact
  • English
    • Français
alavisealavise
  • Home
  • About
  • Trust Ladder
  • Publications
  • Contact
  • English
    • Français
Taking control of one’s digital transformation

Taking control of one’s digital transformation

Feb 5, 2022

Saturday, February 5, 2022, it’s 9am. It is the 3rd and last day of the...

Current S&P500 level anticipates real GDP growth by 17 years

Current S&P500 level anticipates real GDP growth by 17 years

Sep 20, 2017

This article has been initially published for french speaking swiss economic magazine Bilan. Does anyone...

Swiss Private Banking: The True Price of Transparency

Swiss Private Banking: The True Price of Transparency

Mar 10, 2017

The next challenge of the Swiss Wealth Management industry is true client centricity: focus on service rather than transactions, clients advising rather than products distribution, the life time value of a client relationship rather than costs alone, and a fair win-win price. With this it could achieve renewed long-term profitable development.

The difficult job of being (and remaining) an advisor ?

The difficult job of being (and remaining) an advisor ?

Sep 21, 2016

When the daily lives of our clients is to run a business or a position, ours is to cope with the exceptional. What our clients consider an exceptional project as they are confronted with such issue maybe once or twice in all their career, is actually our routine: critical issues, change projects, sensitive transitions; whatever sector and size; in different cultures.

This exceptional is our routine

Swiss Private Banking: Has Anything Changed?

Swiss Private Banking: Has Anything Changed?

Jul 3, 2016

You may work on cost and risk, you have to, but you should make sure the people who lead these projects work ultimately for clients’ satisfaction and not just regulators’. As regulator expect nothing else from banks than working for best client interest.

One to One is the grail of Private Banking

One to One is the grail of Private Banking

Jun 21, 2016

Initially published on Bilan.ch on 21 june 2016. How excelling at managing clients differentiates you? More than Innovation and Operational Excellence? Build a wall between you and competition.

About Coup d’Oeil

About Coup d’Oeil

Jun 15, 2016

Coup d’œil on international Wealth Management news

Private Banking: Should We Be Concerned About Risks? Yes, but not for the reasons one believes

Private Banking: Should We Be Concerned About Risks? Yes, but not for the reasons one believes

May 13, 2016

If clients’ best interests guide decisions in Private Banking, we will get Compliance for free. Originally published in French in Bilan.ch.

Des petits papiers du Panama à une réflexion sur une croissance durable

Des petits papiers du Panama à une réflexion sur une croissance durable

Apr 12, 2016

Publié dans Bilan.ch le 12 avril 2016. A-t-on pris la mesure de la crise de 2008 et les mesures adéquates ? L’affaire médiatique Panama Papers passera ; la problématique à la base de ces fuites ressurgira ailleurs et autrement. Jusqu’à ce que l’on respecte l’esprit d’une croissance durable.

Private Banking: Back to the Future? part 2

Private Banking: Back to the Future? part 2

Feb 12, 2016

Posted in Bilan.ch on 12 February 2016, French speaking Swiss magazine.
In previous post, we looked at how Private Banking emerged in Switzerland in 19th century and how it evolved before and after banking secrecy.
What is the situation today and how to ride the new waves ?
I identify two very different waves: Client centricity and Product centricity.

  • 1
  • 2

Search

Categories

  • Change Management (19)
  • Client Orientation (15)
  • Coup d'oeil (2)
  • Private Banking (14)
  • Reaction (3)
  • Transformation Digitale (1)

Recent posts

  • Taking control of one’s digital transformation
  • Current S&P500 level anticipates real GDP growth by 17 years
  • Swiss Private Banking: The True Price of Transparency
  • Coup d’Oeil on international Wealth Management news
Accelerate your projects with alavise Contact

Geneva, Switzerland
© 2022 alavise advisory. All rights reserved.