Private banking & wealth management - Fulfilling the expectations of the wealthy
Topics: - Should a private bank become a boutique of in-house financial products or follow a thoroughly open-architecture approach? - Flexibility of the small-size banks versus the full-range portfolio of products and services of the giant - banks: which counts more? - How important is the product (not service) differentiation for retaining HNWI customers? - Could the quality of asset-related services really be a competitive advantage for a private bank? - What is the most plausible ranking of the asset-related services according to their importance in matching the customer needs? - Is a fee charge approach of these services onto clients applicable? - Is the target client of the private banks shifting from wealthy retirees to business family owners? - Is it easier starting from the business family and then engaging the entrepreneur as a private customer or the other way round? [gemäß den Informationen des Anbieters - according to site editor's information] The web site is no longer available.
|Event dates:||2007-11-06 – 2007-11-07|
|Organizers:||European Financial Management & Marketing Association|
|Classification:||G2 - Financial Institutions and Services|
|Language:||English ; Italian|
|Event type:||Konferenzen, Tagungen; Conferences|