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Monthly Archives: March 2025

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Swiss private banking

Swiss private banking: identity is the ultimate competitive advantage

OpinionBy Jean-François Hirschel11 March 2025

Professional Wealth Management published our article “Swiss private banking: identity is the ultimate competitive advantage”
What you will discover in this article:

  • Identity is much more than a logo and a slogan. Purpose Values are at the heart…

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Eric Cockshutt
Eric Cockshutt

A talent to smoothly convince people, coordinate teams to reach common goals, a skilled presenter and native English speaker, Eric can:

  • Create and coordinate organization and process around responsible investment (ESG) initiatives.
  • Define and support your collaborative and direct engagement activities.
  • Create an RFP and DDQ process, and successfully respond to such requests for you.
  • For more information: LinkedIn
Katharine Foda
Katharine Foda
  • Expert in marketing and communications in the asset management industry.
  • 20 years of experience managing central and local marketing teams in asset management firms.
  • Focusing on brand consistency, product positioning, content quality and team efficiency (processes, tools, budget)
  • For more information: LinkedIn
Laurent Auchlin
Laurent Auchlin
  • Expert in asset and wealth management. 25 years’ experience in internationally renowned banks.
  • Pioneer of open architecture and manager selection methodologies.
  • Our partner for all projects where buy-side vision is critical.
  • More background information at: LinkedIn
Claire Harding, CFA MBA
Claire Harding
  • 25 years experience in asset management.
  • Strong technical grounding.
  • Investment Consultant relations experience.
  • International experience.
  • More information on: LinkedIn