Private banking urgently needs to return to its old virtue in order to be successful: client focus.
Article by Sacha Fedier, FINANZ und WIRTSCHAFT
Wealth Manager
High valuations are okay in the zero interest rate markets
Intelligence in digital transformation
Dynamic portfolio & As in the good old days
Dynamics portfolio; The use of artificial intelligence and algorithms
in the investment process has proven its worth in the crisis. But there are many things to consider.
Article with Raphael Steigmeier, FINANZ und WIRTSCHAFT (only in German)
As in the good old days; The Swiss private banking business is only a shadow of its former self. It is missing
of creativity and time for customer care. New technologies can help.
Article with Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)
La clé est d’investir sans émotion
Black Monday – The professionals recommend to keep a cool head
How to outperform the stock market using artificial intelligence
VT Wealth Management brings investment specialist from Credit Suisse subsidiary
Bank or an independent asset manager?
Digital on the way
Coffee with Sacha Fedier
It can be a little awkward when an asset manager has an exclusive hobby, one which is perhaps even more exclusive than his or her client’s pursuits. As far back as the 1940s, a book was published with the naively provocative title of “Where Are the Customer’s Yachts?”.
Article by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)
VT Wealth Management focuses on entrepreneurs from the Alpine region
Welcome to the slaughterhouse!
Any organisation treating its customers like cattle waiting for slaughter will find itself with no customers at some point in the future – this also applies to private banking in Switzerland. If private banking wants to survive, it must rediscover its virtues.
Artikel von Thomas Fedier, SCHWEIZER MONAT
Until death do you part
Initial experience with AEOI
The automatic exchange of information (AEOI) has been in effect since 1 January. This innovation, which is pivotal for Switzerland as a financial centre, has been a much-debated topic in the past. A look back to the past is perhaps helpful in putting it into context.
Articel by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)
What is good asset management?
Focusing on business areas with growth potential
When succession needs to be sorted
What sets a truly successful Wealth Manager apart
Asset management in a tight spot
We need more Swiss intuition
The banks have got used to treating their clients without kid gloves in a very short space of time. It’s understandable that they’re anything but happy with that. “We have to seriously ask ourselves whether we’re not putting our qualities as a location on the line”.
Interview with Thomas Fedier, finews.ch
Transparent clients
How do I maintain my privacy as a tax-compliant bank customer?
The uncertainty regarding the global economy and the turbulence on the financial markets are awakening more and more desire for security – not just security in the sense of confidence in a bank’s stability, but also in knowing that they have competent partners who are geared towards the long term.
Interview with Thomas Fedier, Finanz und Wirtschaft (only in German)
The competition hasn’t put an end to us
There are too many private interests
Freelancer model for asset managers
Existential survival questions. Because the regulatory environment, tougher capital adequacy requirements and the low interest rate environment, together with the massive increase in competition (consolidation), are making life difficult for the very small asset managers, to put it mildly.
Interview with Thomas Fedier, finews.ch (only in German)