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.

ZHAW Swiss WM Study

Out now: ZHAW Swiss WM Study – Edition 2

Between tradition and transformation – with this study, we aim to contribute to the continuous success and increasing transparency of Swiss wealth management banks.
Based on publicly available data, this study may serve as a fact base for clients and prospects, senior management, professionals, service providers, policymakers, the wider public, research, and academia.
The ZHAW WM Performance Score, a cornerstone of the study, offers a transparent and intuitive assessment of banks’ performance across four key categories.

Open Wealth – How Swiss Wealth Managers Are Silently Becoming Digital

As we know from Deloitte’s traditional Wealth Centre Ranking studies, Switzerland has traditionally been the world leader in cross-border wealth management, whereby the country’s significant number of External Asset Managers (EAMs) have contributed to this position. However, Swiss wealth managers have certainly faced challenges due to shifting demographics and client needs, technological advancements, regulations, or macroeconomic uncertainties.