• Home
  • About
  • Trust Ladder
  • Publications
  • Contact
  • English
    • Français
alavisealavise
  • Home
  • About
  • Trust Ladder
  • Publications
  • Contact
  • English
    • Français
Differentiation in Private Banking new era

Differentiation in Private Banking new era

February 27, 2015 Change Management, Client Orientation, Private Banking

A Private Banking View episode 1

Environment, Financials, Clients, Digital, FinTech and Regulation force to reconsider efficiency, mindset, business model and differentiation…

It is no news that major trends are affecting wealth management industry. We have been talking about this for more than a decade in Switzerland. But now it is happening, stronger and faster. The financial crisis has been the trigger and everything which could have been prepared gently over 15 years is striking at the same time and within a few years, if not months. Not just in Switzerland.

if you truly serve clients needs well, you can get compliance for free

see major opportunities where others see threats and let paralyzed competitors floundering in your wake

Download full article in PDF

After your reading, take the 2 minutes survey on “how to differentiate in this new era” and give your feed-back.


Want to know more about differentiation through client relationships? read episode 2 on 1to1 in Private Banking.

You may also want to read our article on Private banking, back to the future.

3

You also might be interested in

Private Banking: Back to the Future? part 1

Private Banking: Back to the Future? part 1

Jan 22, 2016

Posted in Bilan.ch on 22 January 2016, French speaking Swiss magazine. To understand Private Banking DNA, as discussed in previous post, I start by looking at how Private Banking emerged in Switzerland in 19th century and how it evolved before and after banking secrecy.

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[...]

Client strategy, One to One and CRM
CRM definition highlighted in green

Client strategy, One to One and CRM

Feb 21, 2015

Client is a capital: you create it, manage, preserve and develop it. This paper proposes a non-technological definition of CRM as a customer strategy...

Search

Catégories

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

Articles récents

  • 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
© 2026 alavise advisory. All rights reserved.

Prev Next