Recherche
S'identifier

Mensuel de décembre 2019 - Banques

go back Retour << Article précédent     Article suivant >>


From traditional to holistic advisory in Wealth Management
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...
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.

Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.