A Blog of the ZHAW Zurich University of Applied Sciences
Despite the importance of the Swiss and Liechtenstein private banking sectors, systematic benchmarking data or KPIs on Swiss and Liechtenstein private banks are not widely available in a consolidated and comparable format. A new set of Swiss private banking benchmarks in table format provide this perspective. These tables aggregate selected key performance indicators (KPIs) for […]
Switzerland remains one of the world’s most important centers for private banking and cross-border wealth management. However, the structure of the Swiss private banking market is often discussed in broad terms, while systematic, institution-level comparisons are less common. A new ranking of the largest 69 Swiss and Liechtenstein private banks by assets under management therefore […]
Art is a relevant element in the balance sheets of UNWHI clients. For Swiss private banks, this creates an opportunity to sharpen their advisory model, deepen client relationships, and broaden their role in holistic wealth management. But success will likely depend on one decisive factor: trust. Provenance, documentation, authenticity, and reputational risk may determine whether […]
AI is an important enabler for Swiss private banking, but not a replacement for what defines the industry. The private banks that may benefit most may not be those that automate the most. They are the ones that use AI intelligently to make Swiss private banking (even) better: more efficient, more responsive, more scalable and […]
The ability to collect and interpret comprehensive financial data is becoming more relevant for wealth management. A recent academic contribution highlights how new data aggregation tools make it possible to access financial information across different providers and asset types, including non-traditional elements such as rental or utility payments. For decades, private banks have relied on […]
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 […]
Key Insights from a new Bachelor’s thesis by Subisan Suthesan Private Markets are firmly on the strategic agenda of Swiss wealth management banks. But how exactly do banks implement their offerings for wealthy clients? Which asset classes are offered, what structures are used, and how accessible are these solutions? These questions are addressed in a […]
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 […]
I was honored to receive the WealthBriefing Award for Outstanding Contribution to Thought Leadership, recognizing my work on the latest ZHAW Swiss Wealth Management Study 2024. This award highlights the study’s impact in providing valuable data and insights into the evolving landscape of Swiss wealth management.
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 […]
