Downloads 2012
Life insurance : Combining innovation and tax mitigation with compliance
Olivier Martinez, Head of Business Development - La Mondiale Europartner SA (489 Ko)
Allocation in volatile times - Assets, factors, equal contribution to risk, and yes: there is life after fundamental value!
Manuel Wildhaber - Strategist, Global Investment Solutions, UBS Global Asset Management (499 Ko)
Cross-border banking manuals : the indispensable tool for relationship managers
Stanislas Chambourdon, Partner Financial Services and Said Qaceme, Senior Manager Financial Services, KPMG (4 Mo)
Best practices - Risk profiling and Goal Based Asset Allocation for individuals
Drs. R.A.M. Janssen MFP, Managing Director Private Wealth Management, Ortec Finance (1 Mo)
The evolving needs of private clients: outlook, challenges and opportunities
Frédéric Kemp, Managing Director Benelux, Avaloq (2 Mo)
Customer segmentation: how new approaches can help private bankers increase their share of wallet
Sébastien Allard, Senior Managing Consultant, IBM Global Business Consulting (6 Mo)
Family office: an important building block of the wealth management service offering
Pascal Rapallino, Tax Partner, Deloitte (879 Ko)
Développer son activité dans les secteurs financiers tout en garantissant la qualité du prospect ou client à l'international
Thomas Ormond, Managing director, Sqope (783 Ko)
