Top tier private banks are seeking to expand their offerings and profits. They currently rely on outside intermediaries to facilitate many deals for clients. WealthInitiative aims to become a "one stop shop" providing dedicated solutions to clients in growing areas like art, real estate, and other passion investments. This would allow banks to gain market share and strengthen client relationships while increasing revenues and synergies within their organizations.

2. Summary

3. At
a
glance

4. Ra0onale
behind
the
concept
Top
0er
private
banks
are
eager
to
widen
their
offerings
and
increase
their
profitability.
Why
the
majority
of
the
deals
are
executed
through
intermediaries
outside
the
banking
sphere.
The
sector
is
growing
rapidly
and
top
0er
private
banks
need
to
find
innova0ve
solu0ons
to
facilitate
the
transac0ons
of
their
clients
in
order
to
gain
a
compe00ve
edge
over
the
compe00on.
The
private
bank
of
the
future
will
be
a
one
stop
shop
offering
dedicated
solu0ons
to
its
client
base.

5. The
market
Art
and
Passion
Investments
are
growing
at
compound
annual
growth
rate
just
above
10%**
**Wealthinsight
Luxusry
Investments
Report
Expected
to
reach
USD
621
Billion
by
2017

6. Benefit
§ Increase
sa0sfac0on
and
strengthening
of
client
rela0onship
• Discre0on
&
simplicity
• Lower
the
fees
vs
more
conven0onal
approach
• Time
efficiency
End
Clients
• Improve
synergies
and
revenues
• Propose
a
panel
of
offering
in
key
areas
• Increase
market
share
of
the
client
wallet
• Deeper
understanding
of
client
wealth
(holis0c
approach)
Top
Tier
private
banks

7. Internal
use
to
foster
synergies
and
facilitate
transac0ons
with
clients
of
the
group.
External
use
could
be
available
if
required.
Private
banks
would
then
be
able
to
have
access
exponen0al
possibili0es.
At
a
later
stage
we
would
like
to
follow
the
assets
with
0cker
or
code
to
be
able
to
assess
them
and
ul0mately
include
them
in
a
porTolio
to
be
used
to
increase
AuM
and
provide
addi0onal
leverage.
Pricing
is
charged
either
on
the
number
of
users
or
on
a
fixed
fee
to
acquire
the
license
and
trailing
fees
Next
step
and
Princing

8. A
glimpse
into
WI

9. A
glimpse
into
WI

10. A
glimpse
into
WI

11. Storchengasse
17,
8001
Zurich,
SWITZERLAND
WealthIni5a5ve
AG
contact@wealthini0a0ve.com
"WealthIni+a+ve
aspires
to
redefine
the
value
proposi+on
of
the
top
+er
Private
Banks
in
the
high
growing
and
strategic
areas
of
Real
Estate,
Art
&
Passion
Investments”