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 |
|---|---|
| Organizer: | |
| Country: |
Italy
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| Conference venue: | Milano |
| Classification: | G2 - Financial Institutions and Services |
| Language: | English ; Italian |
| Event type: | Conference |
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