Wealth Management


“A long history and broad understanding of wealth management in Switzerland”


“A long history and broad understanding of wealth management in Switzerland”

October 2017

Martin Maurer, chief executive officer of the Association of Foreign Banks in Switzerland, speaks about the evolution of the country as a financial and wealth management centre, the emergence of new wealth players and transformation of traditional private banks, as well as the wide range of alternative investment opportunities in the country. If you do […]


“Canada’s still a better bet than the US.”


“Canada’s still a better bet than the US.”

September 2011

(Part 1 of 3) Conversation with Gordon Nixon, CEO, RBC – how the bank is staying healthy while others are faltering – their different approach to wealth management – expansion in Asia.


“Canada’s still a better bet than the US.”


“Canada’s still a better bet than the US.”

September 2011

(Part 2 of 3) Conversation with Gordon Nixon, CEO, RBC – RBC’s desire to dominate in Canada – growth strategies through organic and merger opportunities – the thankless task of compliance with Basel III.


“Canada’s still a better bet than the US.”


“Canada’s still a better bet than the US.”

September 2011

(Part 3 of 3) Conversation with Gordon Nixon, CEO, RBC – branding and positioning vis-a-vis competitors – developing a culture around risk-reward – the impact of the US economy on Canada.


“The mechanics of taking a franchise to the next level”


“The mechanics of taking a franchise to the next level”

April 2010

(Part 3 of 3) Conversation with David Conner, CEO of OCBC, on the mechanics of taking a franchise to the next level – ING Asia acquisition – private banking brands – integration and management change – OCBC as acquisition target


“The mechanics of taking a franchise to the next level”


“The mechanics of taking a franchise to the next level”

April 2010

(Part 2 of 3) Conversation with David Conner, CEO of OCBC, on the mechanics of taking a franchise to the next level – focusing on differentiation – improving business processes – the Great Eastern acquisition – building product sets


“The mechanics of taking a franchise to the next level”


“The mechanics of taking a franchise to the next level”

April 2010

Conversation with David Conner, CEO of OCBC, on the mechanics of taking a franchise to the next level – rebuilding OCBC in 2003 – first priorities of a new CEO – the balanced business scorecard – divesting non-core businesses to focus on core


“Bank of East Asia’s David Li on the strength of a franchise that survived the crisis.”


“Bank of East Asia’s David Li on the strength of a franchise that survived the crisis.”

November 2009

(Part 1 of 2) Conversation with David Li, Chairman and CEO of Bank of East Asia, on the strength of a franchise that survived the crisis – Dealing with a bank run – relationship with depositors – improving systems after case of internal fraud – the hiring process