Swiss Private Banking & Wealth Management Completed

The Swiss Private Banking & Wealth Management I course was held on April 25 and 26.
Since 2006, there has been a rapid rise in the number of high-net-worth individuals in China and a surge in China's personal investment assets. In addition, the increase of overseas investment, the demand for wealth preservation and professional consultants make the development of private banking urgent.

The course was lectured by Franz Odermatt, a Swiss-certified investment finance expert and a member of the Swiss Association of Assets Managers (SAAM). Franz Odermatt has more than 30 years of experience in investment, banking and finance and is a partner of the Crossbow Partners AG (providing investment advice and PM services to institutions and (ultra) high net worth individuals). Franz Odermatt once worked for UBS for 18 years in a variety of managerial and key positions, including: market development director of the Swiss private banking department, head of private banking in Eastern Europe, head of the global asset management and private banking office, head of market development and acquisition in Europe, personal assistant of Robert Studer, the Chief Executive Officer of UBS, corporate finance adviser to Swiss companies (managing the IPOs of Richemont and von Moos Steel).

 Franz Odermatt, a Swiss-certified investment finance expert and a member of the Swiss Association of Assets Managers (SAAM).

 
During the two-day lecture, Franz Odermatt, from perspectives including international financial situation, the characteristics of the Swiss financial centre, how Switzerland became the world's largest offshore centre, specific private banking operations, service fees, guided the students to learn about the private banking, explore the private bank business model, service concept, team cooperation; and in the Internet era, with the increasing number of online platforms, private banking breakthroughs, as well as the challenges of the digital era, the AI consulting model...
 
The lecture enables the students to learn basic business models of Swiss private banks, future business models (business mode of Julius Baer Group), value chains, key performance indicators, how to improve bank interest and profitability; It discussed how Pictet & Cie changed the customer demand by paying attention to the change of customer demand, the strategic choices of private banks facing today's emerging new competitors... and the practice of these cases in the Chinese market.

 Passionate sharing of Mr. Zhang, a senior professional in private banking