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Taking control of one’s digital transformation
05 Feb
0

Taking control of one’s digital transformation

Transformation Digitale

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

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Current S&P500 level anticipates real GDP growth by 17 years
20 Sep
1

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

Reaction

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

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Swiss Private Banking: The True Price of Transparency
10 Mar
3

Swiss Private Banking: The True Price of Transparency

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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Coup d’Oeil on international Wealth Management news
24 Jan
2

Coup d’Oeil on international Wealth Management news

Coup d'oeil

Note from the Editor In Coup d’Oeil, we observe the weak signals that could influence...

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The difficult job of being (and remaining) an advisor ?
21 Sep
4

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

Change Management, Change Management, Change Management, Change Management, Change Management, Change Management, Change Management, Change Management, Reaction, Reaction

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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Swiss Private Banking: Has Anything Changed?
03 Jul
4

Swiss Private Banking: Has Anything Changed?

Client Orientation, Private Banking

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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One to One is the grail of Private Banking
21 Jun
3

One to One is the grail of Private Banking

Client Orientation, Client Orientation, Client Orientation, Client Orientation, Client Orientation, Private Banking, Private Banking, Private Banking, Private Banking, Private Banking, Private Banking

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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About Coup d’Oeil
15 Jun
5

About Coup d’Oeil

Coup d'oeil

Coup d’œil on international Wealth Management news

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Private Banking: Should We Be Concerned About Risks? Yes, but not for the reasons one believes
13 May
10

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

Change Management

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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Des petits papiers du Panama à une réflexion sur une croissance durable
12 Apr
7

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

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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  • 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
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