Mensuel de décembre 2019 - Banques

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From traditional to holistic advisory in Wealth Management
By Heinz RUBIN, Christian HENZI, Diana LIPCAN and Arnd HEßELER, zeb consulting*   The world of investment advisory is undergoing a drastic shift, whereby tighter regulations, decreasing margins and digitalization are putting banks under considerable pressure. Despite the increasing number of initiatives taken by private banks to address these challenges, client needs still fail to receive the necessary attention. This article unravels a new phenomenon in private banking and focuses on holistic advisory as one of the main tools to bring true added value to clients and ultimately to the banks themselves.   The largest wealth transfer in history and its impact on wealth management   In addition to the abovementioned...
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Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
Zeb Consulting
Square management
Lamboley Executive Search
SOCIETE GENERALE Securities Services
Digital Services, Technology and Consulting
AXA IM Luxembourg
J. P. Morgan
Pictet Asset Management
Generali Investements LU
Sia Partners
A&O Shearman
Loyens & Loeff
MIMCO Capital
VP Bank