The Swiss wealth management industry is facing numerous challenges and must do more to embrace digital solutions if it is to remain the market leader
Switzerland

Swiss wealth management needs more than tradition to stay on top

Integrated model puts Credit Suisse on front foot in Asia
Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle

Private banking centres face up to compliant future
While the City of London comes to terms with the potential impact of Brexit, other centres sense a chance to expand their own financial services industries. But Swiss stalwarts Zurich and Geneva still have much to offer

Better Swiss relations with EU tops Mirabaud wishlist
Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry

Switzerland struggles to find new role in post-secrecy world
The Swiss must play to their strengths as well as develop new expertise if they are to have any chance of regaining former glories

Silver lining to cloud over private banking
UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking

Asian expansion and technological innovation central to UBS’ plans for the future
Clients have never been in greater need of advice, believes UBS boss Jürg Zeltner, and private banks need to strike a balance between technology and the human touch to fulfil those needs

Structured products a way to smooth market jitters
The structured products market is smaller and very different to how it looked in its pre-crisis days but these vehicles still have a role to play in client portfolios
Swiss and US names dominate private banking brand rankings
UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals

HSBC claims Swiss client list slashed since 2007
HSBC admits that it suffered from “control failures” in the past, but insists it has taken steps to clean up its act and its current client base
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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