ZHAW Wealth Management Podcast #7: Margot Lorenz (Portas Capital)
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.
Forbes 400 List: U.S: UHNWI Wealth Creation (1990-2020)
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.
ZHAW Wealth Management Podcast #6: Jean-François Lagassé (Deloitte)
Join Chris Künzle, senior lecturer at ZHAW School of Management and Law, for an exclusive and in-depth interview with Jean-François Lagassé, Global Wealth Management and Swiss Financial Services Leader at Deloitte Switzerland.
ZHAW Wealth Management Podcast #4: Adrian Kuenzi, Union Bancaire Privée (UBP)
In this interview Chris Künzle, Senior Lecturer for Banking and Finance at ZHAW, engages with Adrian Kuenzi, CEO of Union Bancaire Privée (UBP) in Zurich.
They begin by introducing Adrian Künzi and his journey to becoming CEO. Adrian then provides an overview of UBP, highlighting its USP, wealthy international clientele, and the significance of their prestigious Bahnhofstrasse 1 headquarters in Zurich.
The conversation delves deeper into private markets, discussing UBP’s broad offerings, the current client demand, especially considering the impact of rising interest rates. Adrian also explains UBP’s approach to managing offshore clients and their specific service model tailored to this demanding segment. Adrian shares insights into UBP’s strategic directions and plans for future growth, emphasizing key areas of focus. The two experts explore the attractiveness of Switzerland for new money from offshore locations, the implications of economic and geopolitical turmoil, and potential new focus markets for UBP. The interview concludes with Adrian expressing his top wish for the Swiss financial center, offering a thoughtful perspective on the future of the industry.
“ChatGPT, help! I Am in Financial Trouble” – Why Wealth Management Banks Beat AI Every Time
Wealth management banks may be the hidden heroes in a world where AI is becoming increasingly prevalent. As a recent journal article demonstrated, AI can handle data and automate processes – but the value of human touch in wealth management is unparalleled.
In this article, I explore why wealth management banks excel where AI falls short, highlight the importance of empathy, trust, holistic financial planning, regulatory navigation, and personalized client education.
ZHAW Wealth Management Podcast #3: Dr. Tobias Fischer, Frankfurter Bankgesellschaft
Gemeinsam werfen wir einen spannenden Blick hinter die Kulissen: Dr. Fischer stellt die Bank, ihre Dienstleistungen und Zielkunden vor und erörtert das Erfolgsgeheimnis hinter dem starken Ergebnis der Frankfurter Bankgesellschaft im jüngsten ZHAW-Ranking, das vor allem FBGs beeindruckendes Wachstum und ihre Profitabilität hervorhebt. Dabei beleuchtet er auch Herausforderungen und mögliche Zielkonflikte. Themen wie Offshore-Kunden, Digitalisierung und strategische Stossrichtungen für zukünftiges Wachstum stehen ebenso im Fokus.