October 1, 2019
Data: A Differentiating Factor in Private Banking Scattered aroundAlex, a private banker, has just finished a meeting with a client and leaves for lunch with his friend Ben, who is head of business development at the same bank. During lunch, Alex asks Ben, “When will I finally get more detailed analysis results on my clients
July 1, 2019
Investment advice at your fingertips Mobile technology cannot be ignored in today’s wealth management sector. But what should a bank’s mobile strategy be? Offering retail services on mobile devices to wealth management clients is a bit like offering a self-service counter in a Michelin restaurant. Simply making the bank’s web pages available via mobile devices also
April 1, 2019
As simple as possible but not simpler Front office processes in private banking are becoming increasingly complex. Regulations around cross-border sales, suitability and KYC (know your client) – to mention just a few – are among the reasons for this increase. In cross-border sales, for example, the bank must meet the regulatory requirements of multiple jurisdictions,
January 1, 2019
New players on the private banking turf The fact that more and more multi-millionaires are using digital channels for banking activities does not herald the end of traditional private banking. But as new players enter the financial industry in the wake of gradual digitization, private banks are increasingly facing competition from technology-savvy competitors.One group of potential
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