Startseite InvestmentsStrategyTechnologyTransformationZHAW WM Podcast
Chris Künzle & Mirjana Wojtal
Christoph Künzle

ZHAW Wealth Management Podcast #13: Mirjana Wojtal (CFA Society Switzerland)

Join Chris Künzle, senior lecturer at ZHAW School of Management and Law and Conference Chair of WealthSummit, for an inspiring conversation with Mirjana Wojtal, PhD, CEO of CFA Society Switzerland. Watch this video on YouTube In this exclusive interview, Mirjana shares her fascinating journey from life sciences to leading Switzerland’s largest investment professionals’ network. She […]

Chris Künzle: “Das geringe Neugeld im Swiss Private Banking bereitet Sorgen”

Herausforderungen für die Branche In einem exklusiven Interview mit finews und Herausgeber Claude Baumann erläutert Chris Künzle, Dozent für Banking & Finance an der ZHAW School of Management and Law, Unternehmer und Gründer des WealthSummit, dass die Schweizer Privatbanken zwar von hohen Vermögensständen profitieren, aber zugleich strukturellen Risiken ausgesetzt sind. Die Neugeldzuflüsse stagnieren, insbesondere aus […]

Christoph Künzle
Kategorie: Strategy

Simona Cascarano (Stellar Executive Search): “Konstanz hat Wert im Wealth Management”

ZHAW Wealth Management Podcast #12 In dieser Folge spricht Chris Künzle, Senior Lecturer für Banking & Finance an der ZHAW School of Management and Law und Organisator des WealthSummit, mit Simona Cascarano, Partnerin bei Stellar Executive Search in Zürich. Watch this video on YouTube Simonas Fokus liegt auf der Suche und Platzierung von Relationship Managern […]

Christoph Künzle
Kategorie: ZHAW WM Podcast
Simona Cascarano
Simona Cascarano

Simona Cascarano (Stellar Executive Search): “Konstanz hat Wert im Wealth Management”

ZHAW Wealth Management Podcast #12 In dieser Folge spricht Chris Künzle, Senior Lecturer für Banking & Finance an der ZHAW School of Management and Law und Organisator des WealthSummit, mit Simona Cascarano, Partnerin bei Stellar Executive Search in Zürich. Watch this video on YouTube Simonas Fokus liegt auf der Suche und Platzierung von Relationship Managern […]

Christoph Künzle
Kategorie: ZHAW WM Podcast

How AI Is Changing Wealth Management – And What Swiss Banks Should Do About It

Artificial Intelligence (AI) is starting to reshape wealth management. Not through big headlines or dramatic changes – but in quiet and more practical ways. Behind the scenes, smart algorithms are helping relationship managers (RMs) make better decisions, improve efficiency, and give clients more relevant, timely, and cost efficient financial advice. This will not be about […]

Christoph Künzle
Kategorie: Strategy, Technology, Transformation
AI in Wealth Management
AI in Wealth Management

How AI Is Changing Wealth Management – And What Swiss Banks Should Do About It

Artificial Intelligence (AI) is starting to reshape wealth management. Not through big headlines or dramatic changes – but in quiet and more practical ways. Behind the scenes, smart algorithms are helping relationship managers (RMs) make better decisions, improve efficiency, and give clients more relevant, timely, and cost efficient financial advice. This will not be about […]

Christoph Künzle
Kategorie: StrategyTechnologyTransformation
Multi Family Office

Behavioral Insights for Swiss Wealth Management Banks Serving Multi-Family Offices

The world of multi-family offices (MFOs) presents attractive opportunities for Swiss wealth management banks. Managing wealth across multiple families and generations requires tailored strategies that go beyond traditional finance. A recent article by Graziela Fortunato et al. highlights the importance of behavioral finance in redefining how wealth managers engage with MFOs, offering Swiss banks a […]

Christoph Künzle
Kategorie: Strategy