Trends in advisory services on the Swiss wealth management sector
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Authors
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Publication date
2019
Typ of student thesis
Bachelor
Course of study
Collections
Type
11 - Student thesis
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Hochschule für Wirtschaft FHNW
Place of publication / Event location
Olten
Edition
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Institut für Finanzmanagement, HSW FHNW, Basel
Abstract
The Swiss wealth management sector presents very traditional ways of handling its daily business. Although this traditionality brings many good aspects for the industry, it can also be a barrier for the adoption of changes and disruptive trends. For this reason, knowing where to focus their innovative efforts became crucial to the financial institutions, and a deep understanding of the clients and the new trends on this sector appeared to be fundamental. Therefore, this work has focused on finding how the financial institutions can better react to trends such as digitalization, price sensitivity and market transparency, offering the best services to each different clients’ needs.
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English
Created during FHNW affiliation
Yes
Strategic action fields FHNW
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Review
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Citation
Pinheiro Costa, V. (2019). Trends in advisory services on the Swiss wealth management sector [Hochschule für Wirtschaft FHNW]. https://irf.fhnw.ch/handle/11654/40649