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..

Fee based advice: Winning formula or passing fad?

Fee based advice: Winning formula or passing fad?

Margins in private banking are fading. Increased regulatory costs and a low interest rate environment are not help-ing. But more prominently, the lack of client activity combined with fading trust cuts right into the heart of the private banking business model. Prominent players try to regain lost revenues by re-inventing their advisory services. I have.

Six ways to add value to the Business Model Canvas

Six ways to add value to the Business Model Canvas

The business model canvas (“BMC”), proposed by Osterwalder and Pigneur in 2010, is a very powerful toolset to describe and develop business models. Not only does it help understand how a given business works today or may work in the future, it can also be used as the founda-tion for developing and / or enhancing.