A Blog of the ZHAW Zurich University of Applied Sciences
By now, the conversation around AI in wealth management has moved beyond hype, as a new article in the Journal of Computer Science and Technology Studies (April 2025) points out. What we’re seeing today increasingly looks like a structural shift that goes to the heart of how client portfolios are constructed, optimized, and communicated. For […]
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.
Abseits der grossen Namen wie UBS existiert in der Schweiz eine lebendige und zumeist florierende Branche kleinerer Privatbanken, wie unsere aktuelle Schweizer Private Banking Studie der ZHAW School of Management and Law zeigt. Im Interview mit finews.tv erklärte Christoph Künzle, Dozent für Banking and Finance, die zentralen Ergebnisse und Herausforderungen der Branche.
Our new study features 66 Swiss Private Banks in detail and compares their performance according to 12 well-known and transparent KPIs. This article presents the largest Swiss Private Banks by AUM.
The new “Swiss Wealth Management Study 2024” by Dr. Christoph Künzle, CFA, and Jonas Hefti from the ZHAW School of Management and Law offers a data-rich perspective on Switzerland’s wealth management industry during a transformative year.
In diesem Interview spricht Dr. Christoph Künzle, Dozent für Banking & Finance an der ZHAW School of Management and Law, mit Prof. Dr. Klaus Wellershoff, dem Mitgründer und Chairman von ZWEI Wealth, über aktuelle Entwicklungen und Herausforderungen im Schweizer Wealth Management.
In diesem Interview führt Dr. Christoph Künzle, Dozent für Banking & Finance an der ZHAW School of Management and Law, ein spannendes Gespräch mit Jonas Neff, Partner bei BiermannNeff, einer führenden Headhunting-Boutique für die Finanzbranche.
Private banks, traditionally focused on personalized services for HNWIs, face the challenge of digital transformation. This shift promises cost efficiencies, growth, and enhanced client experiences. Digitalization can streamline operations, reduce costs, and optimize resources, while also enabling growth through new digital services and global reach. Moreover, it enhances client experience by offering personalized, accessible, and secure services. However, achieving these benefits requires a comprehensive strategy that integrates cost management, innovation, and client-centric solutions. Successful digital transformation will allow private banks to enhance performance and strengthen client relationships, securing their future in a competitive landscape.
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.