The global asset management industry is being roiled by profound changes on multiple fronts. Market volatility has spiked in recent years amid economic uncertainty, while geopolitical instability – from trade tensions to regional conflicts – adds further unpredictability. Asset managers also grapple with generational shifts as younger investors (and employees) demand more purpose-driven, tech-savvy financial…
Discover the seventh edition of the Responsible Investment Brand Index (RIBITM). It reviews more than 600 worldwide asset managers, to assess how their actual commitment to responsible investment relates to their brand architecture
To learn more: www.ri-brandindex.org
Professional Wealth Management published our article “Swiss private banking: identity is the ultimate competitive advantage”
What you will discover in this article:
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…
A talent to smoothly convince people, coordinate teams to reach common goals, a skilled presenter and native English speaker, Eric can:
