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Developing a hybrid advisory solution for a private bank: A Swiss case study

Developing a hybrid advisory solution for a private bank: A swiss case study by Nucoro and Edmond de Rothschild.

With $15 trillion expected to transfer hands to millennials, Gen Z and Gen Ys in the next ten years, how is technology enabling private banks to strengthen their brand across generations? And what can these banks learn from the retail sector as we experience one of the biggest shifts in investing behaviour yet?

Edmond de Rothschild's Salvador Vidal and Nucoro's Hugo Ferreira discuss the challenges that Edmond de Rothschild faced when embarking on its digital investment journey and delve into how its partnership with Nucoro is paving the way for them to thrive in the digital age with a hybrid advisory proposition.

This recording is part the second edition of EFMA's Affluent Banking Best Practice Forum - Wealth Transfer - Big Challenge.

Key Ideas

  • A discussion of the challenges that Edmond de Rothschild faced when embarking on its digital investment journey
  • Digitising processes, while keeping clients firmly front of mind, requires an advanced, flexible and scalable platform that enables firms to launch innovative investment and savings solutions
  • The Nucoro platform enabled Edmond de Rothschild to build digital wealth management propositions at speed and scale

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