ZHAW Wealth Management Blog

A Blog of the ZHAW Zurich University of Applied Sciences

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Stefan Jenni

ZHAW Wealth Management Podcast #2: Stefan Jenni, Itaú Private Bank

In this exclusive interview, I sat down down with Stefan Jenni, CEO of Itaú Private Bank in Switzerland.

We explore the bank’s unique value proposition, strategic focus, and client base that distinguish it within the competitive landscape of private banking. Stefan Jenni shares key insights into Itaú Private Bank’s approach in the current macroeconomic uncertainties, and their impact on net new asset flows. The discussion also covers how Switzerland, as a leading financial hub, may navigate the various challenges and opportunities that lie ahead.

This is an essential watch for anyone interested in the intersection of tradition and innovation in international private banking.

Christoph Künzle
Kategorie: ZHAW WM Podcast
PE Performance

Private Equity for Wealth Management Clients: Does the Case Still Hold?

PE has become a popular investment choice for wealthy clients seeking higher returns beyond public markets. A recent Harvard Business School publication, “Does the Case for Private Equity Still Hold?”, offers a cautiously positive outlook on PE, despite its challenges like market saturation and high fees.

As a former PE executive myself, I find that PE still offers unique opportunities for wealth management, particularly through exclusive investments. However, wealth management banks must carefully select PE offerings, focusing on diversified portfolios and transparent fee structures to ensure sustainable value for (U)HNWI clients.

Christoph Künzle
Kategorie: Investing, Strategy