Private Banking
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Are Independent Wealth Managers a Good Idea?
27.02.2022It is well known what investment services banks offer. Therefore, in this article we have put together some information about why independent wealth managers could be interesting as partners for investing.
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The Contempt for Private Banking Clients
13.10.2021On October 12, 2021, Quintet Private Bank announced the shutdown of business in Switzerland. But what happens with the clients who have decided to be a customer of this bank? Are they a will-less maneuvering mass of bank managers? Only when they let that happen!
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Credit Suisse: Will Clients Stay?
08.04.2021Credit Suisse has been unintentionally conducting an experiment with its clients for several years: How do clients react when their provider produces one debacle after another? The aim of this article is not to talk down the ailing Credit Suisse. Rather, the aim is to understand the perspective of its clients. “Chiasso-Scandal” Vs. Current…
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Falcon Private Bank will surrender its banking license and cease its business activities. Negotiations on the sale of clients to a Swiss private bank are at an advanced stage, according to a press release dated 11 May 2020. We’ve seen it time and time again: Merrill Lynch sold some of its clients to Julius Baer,…
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How Much Does Private Banking Actually Cost?
31.05.2018We keep this article up to date. The last update is from the year 2023. Private banking providers are considered secretive and discreet. In fact, they are so secretive that it is almost impossible for non-customers to find out what private banking services cost. Banks that do not have their roots in private banking,…
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Dissatisfied Clients in Private Banking
25.09.2017This article was published today on LinkedIn by Matthias Hunn, founder of FinGuide. Imagine you are a Swiss private banking client, but somehow your bank doesn’t really excite you. The advisors change frequently. When you read about your bank in the press, it’s usually negative. The performance doesn’t convince either … in short, you think…
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