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Insight for Executives in Financial Services

The following publications match your selection:
February 2010Order

  Insight for Executives in Financial Services – Spring 2010
Trends in asset management / Radical changes for profitability in core business / “Tax Transparency” – effects and need for action / Asked: Boris F.J. Collardi, CEO, Julius Baer Group  3257 kB

July 2009Order

  Insight for Executives in Financial Services – Summer 2009
Swiss Financial Services Providers – Coping with the Current Challenges / Changing Value Chain in Swiss Banks / Insurance Center of Excellence in Zurich / Asked: Joachim H. Straehle, CEO, Bank Sarasin  5690 kB

July 2008Order

  Insight for Executives in Financial Services – Summer 2008
Ernst & Young creates EMEIA and a Pan-European Financial Services Organization / Risk Convergence in Financial Services / Environmental Banking / Asked: Brady W. Dougan, CEO, Credit Suisse Group  3155 kB

September 2007Order

  Insight for Executives in Financial Services – Autumn 2007
Business process outsourcing: Successful measurement / Mergers & acquisitions: Integration is about people / From pain to gain: Risk convergence / Asked: Prof. Dr. Peter Gomez, Chairman, SWX Group  1452 kB

Price: free

 

February 2007Order

  Insight for Executives in Financial Services – Winter 2006/2007
Swiss Financial Supervision: A comparison with Europe / The New Finance Function: Enhancing shareholder value / MiFID Forecasts for Switzerland / Asked: Jacques Aigrain, CEO Swiss Re  1659 kB

Price: free

 

September 2006Order

  Insight for Executives in Financial Services – Summer 2006
Growth Market Asia: The appeal of India and China / Financial Services Providers: Consolidation in Europe proceeding apace / Insurance: Risk reporting gaining ever greater importance / Asked: Peter A. Wuffli, Group CEO UBS  828 kB

Price: free

 

January 2006Order

  Insight for Executives in Financial Services – Winter 2005/2006
Swiss Financial Center: Need for a competitive policy / Insurance Companies: Swiss Solvency Test: experiences 2005 / Tax: New Federal Stamp Tax Act; Transfer pricing / Asked: Pierre G. Mirabaud, Chairman of the Swiss Bankers Association  1437 kB

Price: free

 

June 2005Order

  Insight for Executives in Financial Services – Summer 2005
Insurance Companies: Stricter Regulation / Banking: Potential IFRS Stumbling Blocks / Taxes: EU Savings Tax Agreement / Asked: Walter Berchtold, CEO Credit Suisse  1537 kB

Price: free

 

November 2004Order

  Insight for Executives in Financial Services – Winter 2004
Bank auditing: Effects of regulation / A corporate responsibility: Enterprise risk management / Offshore companies: New practice by VAT authorities / Insurance companies: A field test regarding Solvency II / Asked: Rolf Dörig CEO Swiss Life  2509 kB

Price: free

 

July 2004Order

  Insight Financial Services – Summer 2004
Economic Capital: Measuring Performance / Internal Control: of Financial Reporting / Investment Funds: New Legal Perspectives / Tax: Amnesty for German Tax Offenders / Asked John R. Coomber: CEO Swiss Re  2435 kB

Price: free

 

January 2004Order

  Insight Financial Services – Winter 2003/2004
Private Banking: Overregulation and Strategic Courses of Action / Internal Control: as an Entrepreneurial Investment / IAS 39: Impact on Annual Financial Statements / «Fast Close»: as a Competitive Advantage / EU Savings Directive: Banks under Pressure / «Asked»: Raymond J. Bär; Chairman, Bank Julius Baer  795 kB

Price: free

 

April 2003Order

  Insight Financial Services – Spring 2003
Insurance companies: Under pressure  545 kB

Price: free

 

November 2001Order

  Insight Financial Services – Winter 2001
The New Basel Accord: Opportunities and Risks  1145 kB

July 2001Order

  Insight Financial Services – Summer 2001
E-Risk Solutions: Building and maintaining confidence  1981 kB

March 2001Order

  Insight Financial Services – Spring 2001
Private Banking in a state of change  981 kB

December 2000Order

  Insight Financial Services – November 2000
E-Business  976 kB

June 2000Order

  Insight Financial Services – June 2000
On July 1, 2000 the new guidelines of the Swiss Bankers Association on the «Handling of Dormant Accounts, Custody Accounts and Safe-Deposit Boxes held in Swiss Banks» come into force. This does not leave much time for the internal implementation of these guidelines as the banks have to submit reports on their dormant assets before the end of this year.  683 kB

December 1999Order

  Insight Financial Services – December 1999
Banking and finance is changing dramatically, both worldwide and in Switzerland. Rapid developments in technology, information processing and communications are causing the changes. They lead to further globalization of the financial markets and increased competition. At the same time, traditional banking business is being displaced by new products and services.  491 kB

November 1999Order

  Insight Financial Services – November 1999
Banks are becoming more and more com-plex: many are universal banks and offer a wide palette of services. They estab-lish themselves worldwide – and also en-ter into other areas of financial services such as insurance.  1523 kB

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