• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Advisory Process Credit Suisse Private Banking
 

Advisory Process Credit Suisse Private Banking

on

  • 8,535 views

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.

Statistics

Views

Total Views
8,535
Views on SlideShare
8,410
Embed Views
125

Actions

Likes
14
Downloads
0
Comments
0

6 Embeds 125

http://www.privatebankinginnovation.com 75
http://www.slideshare.net 44
http://64.233.183.104 2
http://www.linkedin.com 2
http://feeds.feedburner.com 1
http://translate.googleusercontent.com 1

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment
  • 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

Advisory Process Credit Suisse Private Banking Advisory Process Credit Suisse Private Banking Presentation Transcript

  • Global Roll-out of Advisory Process in Private Banking Date: June 07, 2007 Produced by: Andreas Iten, Business School
  • 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.