Ce diaporama a bien été signalé.
Nous utilisons votre profil LinkedIn et vos données d’activité pour vous proposer des publicités personnalisées et pertinentes. Vous pouvez changer vos préférences de publicités à tout moment.
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 s...
Prochain SlideShare
Chargement dans…5
×

Advisory Process Credit Suisse Private Banking

7 999 vues

Publié le

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.

Publié dans : Business, Économie & finance
no profile picture user

  • Identifiez-vous pour voir les commentaires

Voir plus

Advisory Process Credit Suisse Private Banking

  1. 1. Global Roll-out of Advisory Process in Private Banking Date: June 07, 2007 Produced by: Andreas Iten, Business School
  2. 2. 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.

×