A Blog of the ZHAW Zurich University of Applied Sciences
Join Chris Künzle, Senior Lecturer at ZHAW School of Management and Law and founder of a research platform, for an exclusive interview with Luca Michienzi, Head Wealth Management, German and Italian Speaking Switzerland, Global Wealth Management at Wellington Management.
Wealth can pass from one generation to the next. Client loyalty does not necessarily follow. For private banks, this makes succession more than an advisory task: it is a test of whether established relationships can remain commercially relevant when financial decision making changes hands.
A bank may have advised a family for decades, supported its business and structured its succession arrangements. Yet the person inheriting the assets may choose a different institution. The transfer can succeed legally and operationally while the bank loses the relationship it expected to retain.
Join Chris Künzle, Senior Lecturer at ZHAW School of Management and Law and Founder and CEO of WealthSummit, for an exclusive interview with Besar Amza, Global Private Banking COO at EFG and a ZHAW Banking & Finance alumnus.
In this conversation, Besar Amza discusses EFG’s positioning and differentiation in global private banking, its international footprint and client focus, and the role acquisitions have played in the bank’s growth. He also provides insights into his responsibilities as Global Private Banking COO and the challenges of managing a growing international private bank.
