Advisory Process Credit Suisse Private Banking

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Recently we were at the Credit Suisse Business School to talk to Mr Andreas Iten and Mr Othmar Cueni, Managing Director and Head Private Banking Institute. We were curious to learn about their …

Recently we were at the Credit Suisse Business School to talk to Mr Andreas Iten and Mr Othmar Cueni, Managing Director and Head Private Banking Institute. We were curious to learn about their experience with the global roll-out of a new advisory process at Credit Suisse Private Banking.

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  • Overview of mandate / how developed and how it worked in Switzerland How it has been adapted to international needs What worked well / what are challenges

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  • 1. Global Roll-out of Advisory Process in Private Banking Date: June 07, 2007 Produced by: Andreas Iten, Business School
  • 2. The Advisory Process – Client Advice in five Steps 5. Implementation Credit Suisse Private Banking provides professional support in implementing your selected strategy and managing your assets. 2 . Financial concept Using the results of the needs analysis, we draw up a personalized financial concept together with you. 3. Investor profile Find out your personal risk profile so that you can make the right investment decisions. 4. Investment strategy Based on your investor profile, your relationship manager will develop the appropriate investment strategy. 1 . Needs analysis Your needs and objectives come under the spotlight in a professional investment consultation with your relationship manager.