Three new-year resolutions leading to success

Three new-year resolutions leading to success

Dear CEO, This year, I decided not to send you one of those traditional Christmas cards. Having been inspired by the book “Dear CEO – 50 Personal Letters from the World’s Leading Business Thinkers” compiled by Crainer and Dearlove, I want to share with you some of my thoughts about making you more successful and.

Thoughts about the future value proposition of asset management

Thoughts about the future value proposition of asset management

The value proposition of the asset management industry is increasingly questioned, not only due to additional regulatory requirements and technology advancements, but also to new customer trends. Asset manager’s success with depend on understanding the customers decision journey and addressing his/her jobs to be done, considering technological advancements and regulatory constraints. Delivering superior risk-adjusted investment.

Why so many people fail in their new role

Why so many people fail in their new role

Many newly promoted individuals fail in their new role although they have been highly successful in the past. This can often be traced back to a mismatch in key traits between the individual and the new role. The 2×2 success matrix identifies two dimensions which are critical for success, namely the aversion towards change and.

How can Switzerland evolve into an asset management site?

How can Switzerland evolve into an asset management site?

The Swiss asset management industry is still seeking its “raison d’être” and associated business model. It is therefore not surprising that the alumni association of the University of St. Gallen organized a full day conference titled “How can Switzerland evolve into an asset management site?” Contributors from different segments of the market provided their perspective.

Understanding the Future of Robo-Advice

Understanding the Future of Robo-Advice

For many technology savvy private bankers Robo-Advice is the place to be, for others it’s the worst nightmare. Again others, see in it a hype that will soon disappear. To make up your own opinion, it is key to understand the drivers behind Robo-Advice, that is the business model. In this insight we provide an.

Which Challenges Will Wealth Managers Be Facing

Which Challenges Will Wealth Managers Be Facing

Wealth managers will be faced with numerous challenges over the coming years. Some of these challenges are home-made. But most of them are due to changing customer needs (seeking advice rather than buying products) and perceived value for money. Transparency as well as customer interaction will be key to success. In addition, environmental externalities, like.

Design Thinking: The New Competitive Advantage

Design Thinking: The New Competitive Advantage

Traditional problem solving techniques based on deductive and / or inductive reasoning fail to support designing competitive business models. Analytical thinking relies on past experience and historical data. According to the philosopher Charles Sanders Peirce, it is not possible to invent the future using the past. Successful businesses require traversing the knowledge funnel with high.

Developing new solutions using the Wealth Management Canvas

Developing new solutions using the Wealth Management Canvas

A key challenge faced when developing new or enhancing existing wealth management solutions is ensuring that all aspects of the value chain are covered, from defining the targeted client segments, though providing value, to ensuring the right capabilities. The wealth management canvas provides a holistic framework for designing, discussing, testing, and documenting wealth management solutions..