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By Heinz RUBIN, Christian HENZI, Diana LIPCAN and Arnd HEßELER, zeb consulting*
The world of investment advisory is undergoing a drastic shift, whereby tighter regulations, decreasing margins and digitalization are putting banks under considerable pressure. Despite the increasing number of initiatives taken by private banks to address these challenges, client needs still fail to receive the necessary attention. This article unravels a new phenomenon in private banking and focuses on holistic advisory as one of the main tools to bring true added value to clients and ultimately to the banks themselves.
The largest wealth transfer in history and its impact on wealth management
In addition to the abovementioned...
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