And the winners are…

The winners of the Private Banking Switzerland Awards have been announced!   This year’s winners for the Private Banking & Wealth Management Switzerland Awards have been announced and there were a number of worthy winners. From incumbent banks such as BNP Paribas and UBS to newer players such as Appway and Unblu, there was a…

The Stars and Stripes and Financial Secrecy

  Switzerland has a long-held reputation for financial secrecy, but it isn’t the top country when it comes to a lack of financial transparency. The country that is atop the rankings for being the most complicit in helping individuals hide their wealth is the United States, according to a biennial report released today by the Tax …

Let’s get phygital

More nimble fintechs have one advantage over traditional banks when it comes to responding to customer needs to improve customer experience. With over half of customers saying that banking is not fun, banks face the challenge of enhancing user experiences to address changing customer needs, according to the World Retail Banking Report 2022 from Capgemini…

Private Banks Make Their Move

Credit Suisse is adding two new hires to service wealthy Israeli clients, with one joining from rival UBS. Credit Suisse is hiring Joseph Wolf from Barclay’s as the CEO of Israel, effective April 4, finews.com has learned. Wolf has nearly three decades of banking experience during which he developed a strong tech sector focus, highly relevant for…

UBP completes the acquisition of Danske Bank in Luxembourg!

Danske Bank -Sale of private banking activities in Luxembourg completed   Danske Bank has completed the sale of its private banking activities in Luxembourg to Union Bancaire Privee (Europe) S.A. (UBP). The customer relationships were successfully transferred to UBP over the weekend. ‘We are pleased that so many of our customers and colleagues in Luxembourg have found a…

Top 3 investment themes you should consider

If you usually check the medias, the most common word you’ll see is “Investment”. The markets are currently welcoming more entrepreneurs than they’ve ever had. The number of successful Entrepreneurs is rising and each one of them is bringing more people into business through different ways: Consulting, Influence on social media, word-of-mouth… Many people are…

BANKS ARE EMBRACING DIGITAL CHANGE!

IN A POST-PANDEMIC WORLD, SOCIAL MEDIA CONVERSIONS WILL DRIVE BANKS’ SUCCESS   The past year highlighted the growing importance of digital customer experiences in the financial services industry as COVID-19 continued to accelerate the pace of digitization. Unable to connect in person, consumers turned to digital tools. One survey conducted between late March and early…

Between jobs? Oh, I Binged a LOT of Netflix!

Why a significant gap on your CV/resume isn’t as bad as you think   We’re going to talk about significant gaps in experience in this edition. Why? Because when I posted a recent poll a lot of LinkedIn members indicated they have one. 45 percent out of nearly 1,600 votes is fairly significant. If this poll is…