REMI CHADEL

Some relevant content of the first edition (2013)

Accueillir et fidéliser le client fortuné : la relation client dans la gestion de fortune

 

• The wealth management industry will radically transform over the next years due to seismic shifts in regulations, technology and client demographics. The crisis, market uncertainty, the increasing complexity of financial products and stringent regulations require key players to develop new differentiation strategies. Nurturing and enhancing client relationships has always played an important role in wealth management but these recent years, it has become an essential key success factor to drive client engagement and loyalty.

• Remi Chadel, former senior lecturer at Ecole hôtelière de Lausanne (#1 hospitality management school), currently strategy consultant at Deloitte Consulting and an expert in wealth management and front-office strategies, shows through numerous examples all the benefits relating to a high-end client experience.

• The book explores the multidimensional aspects of wealthy families and UHNWIs addressing the important concepts of family sustainability, philanthropy, and various forms of capital possessed by wealthy families , including social capital , intellectual capital and symbolic capital. Finally, the author offers original methods and original solutions for building a 360 degree client experience.

• This pragmatic study, validated by interviews with many market players and wealthy clients, describes a design of the client experience by focusing on the human and digital aspects of the client relationship across all touch points. Particular attention is paid to the relational and social skills from advanced techniques from modern psychology.

• The book is illustrated with rich examples and based on real cases. This study specifically addresses the case of UHNWIs and wealthy families in addressing the future needs of these clients. Order the book (in French)

 

 

 

The second edition will expand on the following areas:

• Using a client experience maturity model in order for private banks to compare with peer banks

• Using a model in order to measure the level of ambition of the client experience

• Looking at client experience through business modeling

• Formalising and measuring digital private banking

• Drawing a parallel between wealth management, the hospitality industry and the luxury sector by highlighting the similarities and main differences; explaining in particular how the luxury sector and retail sectors can profitably influence the private banking industry.

• Focusing on the outcome of outstanding client experiences and highlighting the opportunities to create meaning for wealthy clients based on some of the world's most famous psychologists

• Outlining the future of wealth management

 

Request information regarding the second edition