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.

From Financial Literacy To Financial Well-Being: Enhancing Wealth Management

For wealth management banks, the apparent correlation between financial literacy and financial well-being represents not just a corporate responsibility but a strategic business opportunity. By integrating financial literacy into their many services, wealth management banks may build more robust and intimate client relationships, develop more personalized products and services, and differentiate themselves from their peers in a competitive market.

ZHAW Wealth Management Podcast #1: Simon Wyss, Privatbank Von Graffenried AG

In diesem exklusiven Interview mit Simon Wyss, dem Vorsitzenden der Geschäftsleitung der Berner Privatbank Von Graffenried AG, beleuchten wir die herausragenden Leistungen der Bank, die sie an die Spitze unseres Schweizer Privatbanken-Rankings geführt haben.

Simon Wyss teilt Einblicke in die Erfolgsformeln der Bank in den Bereichen Profitabilität, Effizienz und Wachstum. Erfahren Sie, wie Von Graffenried die Herausforderungen der Digitalisierung in einer traditionellen Branche meistert und welche Rolle künstliche Intelligenz für die Zukunft des Bankwesens spielt. Zudem diskutieren wir die aktuellen globalen Unsicherheiten und deren Einfluss auf das Schweizer Private Banking sowie die grössten Herausforderungen der Branche und mögliche Lösungsansätze. Ein Muss für jeden, der an der Schnittstelle von Tradition und Innovation im Finanzsektor interessiert ist.

Robo advisor for wealth management banks

AI In Portfolio Management – 3 Ways How Wealth Management Banks Benefit

The integration of Artificial Intelligence (AI) into portfolio management could bring a shift in how wealth management banks offer investment services to their clients. A recent paper titled “Enhancing Portfolio Management Using Artificial Intelligence: A Literature Review”, to which the Head of our Institute, Prof. Dr. Peter Schwendner, guided me, offers a comprehensive overview of this integration, illustrating the potential of AI to revolutionize asset allocation, client service, and operational efficiency.

With this blog post, I will try to showcase the article’s findings from a wealth management bank’s perspective and outlining strategies for harnessing AI in portfolio management, while navigating the challenges associated with transparency, fairness, and compliance.

GenAI and robo-advisors in Swiss Wealth Management

GenAI as the new Robo-Advisor? A Revolution in Swiss Wealth Management

The integration of Robo-Advisors and GenA) within wealth management hints at a transformative shift, also for Swiss Private Banks. This blend of advanced technology offers new horizons in personalized and efficient wealth management solutions, potentially reshaping the way advice is delivered to private clients.
For Swiss Private Banks, this represents an opportunity to further sharpen their value propositions, offering clients hyper-tailored investment strategies at scale.