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Tag Archives: Wealth Management
Everyone needs a private banker
Everyone needs a private banker. Full service means exactly that for one speaker at the Reuters Wealth Management Summit. The 'normal' range of extras that wealth managers are offering super-rich clients under the banner Lifestyle Management has expanded as they scramble to keep on board clients whose massive wealth was rendered a little less massive during the financial crisis. Join Discussion
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Tagged art, asset management, Funds, private banking, private jets, Wealth Management
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Private bankers chanting new mantra
Bankers shooting French cuffs in Super 180 suits and obsessed with spread sheets now are seizing on a word redolent of green tea, acupuncture, crystals and the New Age: "holistic". The results have yet to be seen but bankers hope their new mantra and approach will prove to be more than the sum of their parts. Join Discussion
Posted in Uncategorized
Tagged asset management, Lehman, Madoff, new age, Portfolio, private banking, Wealth Management
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Private Bank finds synergy in public bar
It is a little known fact that private bank Wegelin, Switzerland’s oldest bank is also active in the bars and restaurants business. Wegelin was forced to launch a hostile takeover on a local bar which had attracted a lot of unruly drinkers near its St. Gallen branch office. Join Discussion
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Tagged asset management, Funds, gastronomy, luxury, private banking, restaurants, switzerland, Wealth Management
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Swiss brand key to banks’ cache
There is an unmistakeable international cache surrounding Switzerland's financial sector, whose infamy as a hiding place for Nazi gold has given way to Hollywood mystique about secretive numeric codes cracked by Da Vinci Code protagonists and James Bond. Join Discussion
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Tagged asset management, brands, cities, Funds, handbags, luxury, private banking, switzerland, watches, Wealth Management
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Private banking: you may be worth it
Sometimes things are cheaper than you think, like dinner in a posh restaurant. Private banking services at Julius Baer start at around 1 million Swiss francs. Worth trying?
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Posted in Uncategorized
Tagged banks, fine eating, luxury, private banking, restaurants, Wealth Management
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