Private Banking: The keys to success

Euromoney asked senior executives at the world’s leading private banks to describe up to three key attributes for successful wealth management.

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Jos ter Avest,
Head of global private banking,
ABN Amro
Being able to retain staff
Satisfying and engaging clients
Building local relationships




Olivier Coenon,
Head of development,
BNP Paribas Private Bank

Client segmentation
A comprehensive list of offerings
Capacity to invest in new business opportunities



Damian Kozlowski,
CEO,
Citigroup Private Bank


A focus on structuring solutions and top-tier advice – not product manufacturing
Sarah Deaves,
CEO,
Coutts UK


Understanding your clients
Developing a solid relationship with your clients
Great staff geared to client service


Jeremy Marshall,
CEO private banking,
Credit Suisse UK


Living or dying by private banking
It shouldn’t be a peripheral business
Investment performance
Breeding talent



Rob ten Heggeler,
Chief executive of global private banking,
Fortis MeesPierson


Great service
Commitment
Being in it for the long-term
is essential



Clive Bannister,
CEO group private banking,
HSBC Private Bank


Having the right team in place
Having a wholly open-architecture approach
Having a parent company with integrity
and calibre


Philippe Damas,
Head of ING Private Banking

People, people and people
Products are necessary, IT...

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