The challenges and opportunities for universal banks offering wealth management services was a key theme in an evening session of CFAME held last Thursday during the final week of the Certificate program.
Participants heard a presentation by BCV Executive Board Member and head of wealth management Christopher Preston (photo, right), who demonstrated that success is not simply correlated with an institutions's size. Founded in 1845 to contribute towards the economic development of the Swiss Canton of Vaud, BCV has solidly outperformed the Swiss stock exchange Banks index during the past 5 years.
Mr Preston described how BCV met challenges such as increasing competition, regulation and client sophistication with a strategy of client focus, team work and an eye for performance.
