The Key Factors that Influence Trust in a Family Office Banking Relationship


Thursday, 26 August 2021
12.00 - 14.00


,


Hotel Glockenhof
www.glockenhof.ch

Zurich Center

Lunch Meeting

Speaker(s)
Dr RODERIK J. P. STROBL, Relationship Manager Key, Clients, Leo Trust Switzerland AG
www.leotrust.ch

 
Dr Roderik J. P. Strobl, Relationship Manager Key Clients at Leo Trust Switzerland AG
Roderik is an empirical trust researcher in the Swiss financial sector. He is experienced in advising wealthy private and institutional clients in the respective field of wealth management, corporate strategy, knowledge management, business development, structuring and other related financial services such as cryptocurrencies. His expert knowledge includes the fiscal and legal analysis, proposal and implementation of bespoke compliant wealth structuring instruments to multi-layered client relationship management services for family offices and models in key OECD white-listed jurisdictions. He has worked on numerous bank projects related to the introduction new regulations, bank directives and leads current working groups such as the Swiss 1st revision CRS group and GDPR working group at STEP.
 
He holds a BBA (including business economics, law and tax law) with a major in marketing, an MBA in international marketing, an EMBA in international business, a DBA/PhD in business administration and empirical trust research and a certification in investment counselling. He has been a full member of STEP since June 2008 and joined the STEP Zurich committee in December 2010, where he currently acts as its Chairman since September 2017. He coined the expressions ‘digital presence’ and ‘virtual director’ at STEP Zurich. For 2020/2021, he has been appointed as the Chairman of Verein STEP and Secretary of the Swiss and Liechtenstein STEP Federation (SLSF). Roderik formerly worked, inter alia, as a senior adviser and manager at Crédit Agriciole Indosuez (Switzerland) AG, Credit Suisse Trust AG and Cititrust (Switzerland) Ltd.
 

Topic

The Key Factors that Influence Trust in a Family Office Banking Relationship

 
Trust is without doubt a vital psychological concept in human and business relationships, specifically in Swiss family office banking relationships. In this lecture, we will discuss the following topics of the doctoral dissertation:
 
  • What the literature review revealed
  • Research philosophies used
  • Qualitative methodology, implementation and results
  • Quantitative methodology, implementation and results
  • Discussion of prime research questions
  • Conclusion and implications
 
Questions can be submitted by email to events@step-ch-fl.com in advance or asked during the lecture.

Fee
CH 80.00 Member price
 
CH 50.00 STEP Student price
 
CH 100.00 non-Member price

CPD
1 hour towards CPD obligation

Register
events@step-ch-fl.com by 25.08.2021

Download

Kindly Supported by

 



Zurück

Verein STEP Supporter

 

 

Verein STEP Supporter

 

STEP Zurich & Lucerne/Zug Centre Supporter

 

Zurich Centre Supporter

 

Lugano Centre Supporter

STEP Basel Supporter