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Saturday, February 5, 2022, it’s 9am. It is the 3rd and last day of the...
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This article has been initially published for french speaking swiss economic magazine Bilan. Does anyone...
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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.
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Note from the Editor In Coup d’Oeil, we observe the weak signals that could influence...
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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
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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.
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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.
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Coup d’œil on international Wealth Management news
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If clients’ best interests guide decisions in Private Banking, we will get Compliance for free. Originally published in French in Bilan.ch.
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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.
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