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From Regions / Europe / Switzerland June 24, 2020

Swiss wealth management needs more than tradition to stay on top

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

Benjamin Cavalli, Credit Suisse
From Regions / Europe / Switzerland November 1, 2019

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 

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From Regions / Europe / Switzerland June 6, 2018

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

Yves Mirabaud
From Regions / Europe / Switzerland May 23, 2017

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

Eric Syz, Banque SYZ & CO SA
From Regions / Europe / Switzerland June 22, 2016

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

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From Regions / Europe / Switzerland February 26, 2016

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

Jürg Zeltner, UBS
From Regions / Europe / Switzerland January 28, 2016

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

Michelle Bates, UBS Wealth Management
From Regions / Europe / Switzerland October 8, 2015

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

From Regions / Europe / Switzerland September 2, 2015

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

Shelby Du Pasquier, Lenz & Staehelin
From Regions / Europe / Switzerland February 20, 2015

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

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (August/September)

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Global Private Banking Awards 2020

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Wealth Tech Awards 2020