A Blog of the ZHAW Zurich University of Applied Sciences
The new “Swiss Wealth Management Study 2024” by Dr. Christoph Künzle, CFA, and Jonas Hefti from the ZHAW School of Management and Law offers a data-rich perspective on Switzerland’s wealth management industry during a transformative year.
In diesem Interview spricht Dr. Christoph Künzle, Dozent für Banking & Finance an der ZHAW School of Management and Law, mit Prof. Dr. Klaus Wellershoff, dem Mitgründer und Chairman von ZWEI Wealth, über aktuelle Entwicklungen und Herausforderungen im Schweizer Wealth Management.
In diesem Interview führt Dr. Christoph Künzle, Dozent für Banking & Finance an der ZHAW School of Management and Law, ein spannendes Gespräch mit Jonas Neff, Partner bei BiermannNeff, einer führenden Headhunting-Boutique für die Finanzbranche.
Private banks, traditionally focused on personalized services for HNWIs, face the challenge of digital transformation. This shift promises cost efficiencies, growth, and enhanced client experiences. Digitalization can streamline operations, reduce costs, and optimize resources, while also enabling growth through new digital services and global reach. Moreover, it enhances client experience by offering personalized, accessible, and secure services. However, achieving these benefits requires a comprehensive strategy that integrates cost management, innovation, and client-centric solutions. Successful digital transformation will allow private banks to enhance performance and strengthen client relationships, securing their future in a competitive landscape.
In diesem Podcast führt Christoph Künzle, Dozent für Banking & Finance an der ZHAW School of Management and Law, ein Interview mit Margot Lorenz, Partnerin bei Portas Capital AG.
The landscape of wealth management for ultra-high-net-worth individuals (UHNWI) continues to evolve, as highlighted by the Forbes 400 list of wealthiest individuals living in the USA. A recent article has analyzed the Forbes 400 list back to 1990 to determine the source of wealth creation across industries.
In this blog post, I will review this article and highlight what I believe Swiss wealth management banks should do to maintain their relevance and leadership. In sum, I will argue that Swiss wealth management banks should focus on understanding the primary sources of wealth creation among UHNWI, adapt to their evolving needs by embracing technology and digital transformation, expand and diversify their asset management services, and maintain personalized wealth management while ensuring robust regulatory and compliance frameworks.
