Essays about: "private banking clients"

Found 4 essays containing the words private banking clients.

  1. 1. Optimizing Digital Transformation : Strategies for Private Banking in the Age of Technology

    University essay from Uppsala universitet/Företagsekonomiska institutionen

    Author : Rasmus Jämterud; Henrik Widell; [2024]
    Keywords : Private banking; Digital tools in banking; Banking industry trends; Relationship marketing; Technology acceptance model TAM ; Customer experience management CEM ;

    Abstract : This thesis delves into the digital transformation of private banking, emphasizing the challenge of balancing technology with the personalized service that high-net-worth clients expect. Employing frameworks like Relationship Marketing, the Technology Acceptance Model, and Customer Experience Management, it examines the integration and impact of digital tools on client relationships and operational efficiency in private banking. READ MORE

  3. 2. Evaluating SEB Investment Strategy´s Recommended Mutual Fund Portfolios

    University essay from Institutionen för matematik och fysik; Akademin för utbildning, kultur och kommunikation

    Author : Alexander Mazyar Rostami; [2010]
    Keywords : Vasicek´s Technique; Portfolio Theory; Optimisation; Optimization; Mutual funds; Single-Index Model;

    Abstract : Preview:     SEB Investment Strategy is the function in SEB that supports business units SEB      Private Banking and SEB Retail with investment philosophy and investment            process. The framework of SEB Investment Strategy encompasses to manage a     structured investment philosophy and process to produce a range of investment                    options and portfolios for different target groups. READ MORE

  4. 3. Luxembourg Banking Secrecy - Privacy tool or fraud facilitation?

    University essay from Lunds universitet/Juridiska institutionen

    Author : Philip Sahlin; [2009]
    Keywords : Bankrätt; Law and Political Science;

    Abstract : Luxembourg has been able to build up a very rich financial centre due to the use of a strong legal framework, social and political stability in the Grand Duchy and long-standing economic openness to the outside world. It is the second largest investment fund centre in the world after the United States and the premier private banking centre in the Euro zone. READ MORE

  5. 4. Issues leading to dissolution : a study of the relationship between private advisors and clients in Swedbank

    University essay from Företagsekonomiska institutionen

    Author : Erik Brantås; Andreas Nilsson; [2008]
    Keywords : Relationships; Personal advisor; Banking sector; Dissolution; Swedbank;

    Abstract : Many banks provide very similar services and that is why creating and maintaining relationships to clients is a differentiation strategy to get customer to return. Private advising is one service provided by banks where much interaction occurs and relationship is of great importance. READ MORE