Follow Jürg Zeltner
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The Wealth Management of the future
Guest article for the FuW "Private Banking" supplement on April 20, 2013
If Swiss banks want to enjoy future success, they must – as they have always had to – continue to set the right course. Simply implementing the latest batch of regulatory requirements – which has to be done no matter what – is not enough. What is now even more needed is investment in know-how and innovation.
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Portfolio returns in both good and bad times
UBS’s expertise is in particular demand from investors when markets are uncertain. Jürg Zeltner, CEO of UBS Wealth Management, explains what UBS does to protect clients‘ wealth and where the bank is keen to grow.
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The changing face of wealth management
Volatile markets, pressure on margins and increasing regulation are leading the cross-border business to become ever more sophisticated. To succeed in offshore banking, the resources and innovative power of individual banks will be crucial.
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“A top investment manager needs a clear market opinion”
UBS Wealth Management CEO Jürg Zeltner is converting his division from a pure wealth manager to an investment manager. The move is intended to provide clients with a more up-to-date view of the markets and enable them to better assess the impact of market developments on their own portfolios. Jürg Zeltner wants UBS to project a clear market opinion to the broader public. (Interview: Pierre Weill, UBS AG)
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Investment advice rather than relationship management
Volatile markets and a growing maze of regulations make life difficult for wealth managers. The traditional private banking model is being called into question. What people want nowadays is a rapid investment process and an active advisory approach. Wealth management is facing a structural change.
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17. Apr. 2013 – Bloomberg "UBS Seen Winning as Wealth Management Emulates Pimco"
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17. Sep. 2012 - Interview mit "Schweizer Bank"
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Sep 17, 2012 - Interview with "Schweizer Bank" (engl. translation)
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17. Sep. 2012 - Interview avec "Schweizer Bank" (traduction française)
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26. Mai 2012 - Interview mit "Finanz und Wirtschaft"
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May 26, 2012 - Interview with "Finanz und Wirtschaft" (engl. translation)
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26 Mai 2012 - Interview avec "Finanz und Wirtschaft" (traduction française)
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