Swiss PrivateBanking Clients - A survey on the role of the Internet and the clientadvisor from a client’s perspective

One third of private banking clients can imagine conducting all bankingtransactions online: 37% of respondents can imagine carrying out all bankingtransactions online. Younger investors are particularly open to this option:59% of 30-39 year olds and 54% of 40-49 year olds. When asked for theirreasons, 44% answered that their fi nancial knowledge was suffi cient forcomprehensive online transactions.[...]

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Year of publication:	2009
Authors:	Cocca, Teodoro D. ; Siebenthal, Pablo von ; Volkart, Rudolf
Institutions:	Institut für Schweizerisches Bankwesen <Zürich>
Subject:	Kundenorientierung \| Derivat <Wertpapier> \| Direktinvestition \| direct investment \| Privatbank \| private bank

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1.0 Key fi ndings
2.0 Conclusions
3.0 Demographic distribution
4.0 Asset allocation
5.0 Information phase
6.0 Trading phase
7.0 The role of the Internet in private banking
8.0 Personal client relationship

Persistent link: https://www.econbiz.de/10009347529