innovate.d in Richterswil, Switzerland. He has more than 20 years of experience in strategy development, business model innovation, product development, investment process design, business process optimization and technology. Successfully servicing wealth management clients requires an in-depth understanding of their needs with respect to return expectations but also with respect to their risk perception. The process of determining the [...]
Private Banking is about trust and delivering on promises made. Successful private banking solutions focus on managing the trust accounts of their clients. Forecasting markets and constructing risk optimized portfolios [...]
