

The world of private banking has been in constant change for the last few years and is facing a whole new reality. Major regulatory changes, higher price sensitivity among clients, and the entry of automated investment providers are buffeting the industry. All those factors, along with persistently low interest rates, put immense pressure on private banks’ business models.
Simon-Kucher has extensive project experiences in private banking. We possess comprehensive knowledge of all major private banking hubs around the globe. As a result, our clients come to us because we have not only an inside-out perspective (e.g. to be compliant from a regulatory point of view). We also have an outside-in view – one that considers the behavior and needs of their clients. This expertise helps us achieve sustainable revenue and profit increases for our clients, with minimal client churn.
Our specialized private banking team is located in different offices around the globe. They have leading expertise in such areas as:
We help clients develop smart offerings and strategies, as well as implement them.
Digitization is dramatically changing the private banking business model. Simon-Kucher developed PricePro, a price management software tailored to the needs of private banks. It allows well-guided client transition and re-pricing processes, and facilitates efficient, continuous profitability management. The core is a price/discount controlling system for bankers and their top management.
私人银行/财富管理 Experts
Featured Resources
Blog post
二月 26, 2021
Studies and Research
一月 11, 2021
Global Sales Study 2020 - Define platform strategies and manage external partners
Studies and Research
一月 11, 2021
Global Sales Study 2020 – Leverage analytics to reach customers
Studies and Research
一月 11, 2021
Global Sales Study 2020 – Complete the digital transformation
Studies and Research
一月 11, 2021
Blog post
十二月 07, 2020
Global Sales Study: Lasting Effects of the COVID-19 Crisis on Bank Sales
Blog post
二月 27, 2020
Pricing Transparency and Fee Disclosure - The New Era of Private Banking in Asia
Blog post
十一月 04, 2019
Monetizing Change: What Wealth Managers Can Learn from Other Industries
Blog post
三月 27, 2019
Private Banking at a Loss – What to Do About Declining Profits?
Blog post
二月 26, 2019
Online Investment Platforms in the UK: Succeeding Through Differentiation
Blog post
十二月 07, 2018
Succeeding in the UHNWI Business – Challenges and Opportunities for Private Banks
Blog post
六月 22, 2018
Pricing and Regulations in the Private Banking Sector: Pressure on Margins Continues to Increase
Blog post
六月 20, 2018
Revenue Management Excellence –Bringing up margins again in MiFID II/LsFIN
Simon-Kucher Perspectives
十一月 29, 2017
Simon-Kucher Perspectives
十一月 22, 2016
Simon-Kucher Perspectives
十一月 22, 2016
Simon-Kucher Perspectives
十一月 22, 2016
Simon-Kucher Perspectives
九月 25, 2016
Simon-Kucher Perspectives
九月 23, 2016
视频
九月 14, 2016