We are happy to announce the publication of the Swiss Private Banking Identity Index (SPBIx™). SPBIx provides the first comprehensive analysis of how effectively Swiss Private Banks leverage their identity and activation as strategic tools for competitive advantage.
To learn more: https://spbix.ch/
Welcome to the third edition of our article on branding for asset and wealth managers. While the core elements of a strong brand remain unchanged – differentiation, simplification, trust, reputation, and monetization – the industry continues to evolve at an unprecedented pace. This update reflects critical shifts shaping the landscape: heightened regulation, AIʼs growing role…
A former colleague recently reminded me of a memorable late-night rehearsal session in a Montreal hotel room, preparing a presentation for a final business pitch. Imagine the scene: One day, the phone rings: you are invited to pitch for an investment mandate in a week’s time (often, the notice period is even shorter). At that…
I recently attended a presentation by an asset manager who was launching a fund, well after many of his competitors had launched a similar offering. Given this context, one of the main arguments of the presentation was “It’s not too late.” But did the manager realise that, despite his best efforts, his audience had heard…
During the last IMpower Fund Forum, Jean-François Hirschel, H-Ideas, moderated a roundtable with fund selectors and leaders of asset management companies about the role of culture in asset managers selection.
Informa Connect just published the main takeaways of this roundtable.
Most industries have their own codes, habits and language. A successful marketing approach in any of them must take full account of these particularities. Financial management is an example and the focus of this discussion. In fact, the work is twice as hard because the marketing effort must take place at two levels: inside the…
A talent to smoothly convince people, coordinate teams to reach common goals, a skilled presenter and native English speaker, Eric can:
