Roman Pfranger, CEO, Neue Bank:

Advising those who change the world: Roman Pfranger, CEO of Neue Bank. (Image: Courtesy)

In an increasingly complex environment, we need private banks with a sense of purpose—banks that combine stability with sound judgment and offer orientation without posturing as moral authorities.

A good private bank stands for clear entrepreneurial values while respecting the values of its clients.

Client-Centered Thinking

A successful private bank doesn’t hide behind rigid structures. It thinks from the client’s perspective—regardless of whether it works with a family directly or through an external asset manager, a foundation, or a fund structure.

What matters is the ability to understand different relationship levels, combined with genuine product expertise in select areas. Without substance, advice becomes hollow. But too broad an offering makes it unfocused. The goal is depth over breadth, conviction over noise—while staying open to partnerships.

Limiting Self-Interest

Independence comes not only from ownership structure but also from consciously setting limits to self-interest.

Clients rightly expect reliability, peer-level sparring, modern technology, and a fine sense for what endures. Those who carry responsibility across generations need more than products—they need partners who guide without imposing. And they can expect the bank to reflect that generational shift—with teams that combine experience and renewal.

Good private banks don’t change the world—but they support those who do.

Next up: the statement by Peter Raskin, CEO, Bergos.