Tag Archives: Wealth Planning

Spotlight Interview with Marc Mettler, Head Business Development, 3rd-eyes

A conversation with Marc Mettler, Head Business Development at 3rd-eyes

Marc Mettler – Head Business Development, 3rd-eyes

Marc is an Executive with 18 years of transformation experience in the Wealth Management industry with a focus on Advisory Processes, Strategic Pricing and Offering Management, Business & Operating Model Design. As a result of the programmes and projects he led across the globe, he understands the challenges of the wealth management industry in detail.

He joined 3rd-eyes beginning of 2018 as Managing Partner, being responsible for Strategic Business Development, Sales and Marketing.


BRW: What do you hope the audience will learn from this webinar?

All wealth managers are eager to grow but few take advantage of novel solutions which facilitate this. We will demonstrate how clients can be motivated to disclose their entire wealth information during a meeting, supporting cross-selling and increasing the share of wallet.
Further, we will show that standardisation as efficiency measure of the past is no longer justified: today, solutions are available which can cope with individual situations in a fully automated way. So, standardisation is no longer the pre-requisite for cost savings.
Last, we will show how personal beliefs of clients can be leveraged to motivate them to invest into actively managed products instead of ETFs.

BRW: What discussions do you look forward to having with the audience?

The most important thing for me is interaction during the session. So please feel free to ask any question you may have.

BRW: What do you enjoy most about your role?

Learning remains key: My role comes with a completely new challenge content- and environment-wise: Before I joined 3rd-eyes, I was initiating and executing programmes in a corporate environment. Now, I am responsible for Business Development, Sales and Marketing, not being a specialist in all those roles, and this in an entrepreneurial environment.
I can leverage my strengths: 18 years of transformation experience in Wealth Management supports me perfectly to advise prospects and clients going through the transformation.

BRW: How did you get into the industry?

Wealth Management has been my focus for a long time: my plan has always been to move into a bank after a couple of years as management consultant. After some stops at Credit Suisse, UBS, and after nine exciting years at Julius Bär in various global roles, I decided beginning 2017 to pursue a new challenge in a more entrepreneurial role. I remained with Julius Bär until end of the year to finalise the programme I led at the time, and got in touch with 3rd-eyes during my termination period. This was the perfect match for me: a professional FinTech with a senior management team, driving innovation in Wealth Management. So, I joined 3rd-eyes first as BoD member and later in my operational role.

BRW: Where is your favourite place in the world and why?

I was lucky to have seen many places around the world which I really liked a lot. But living with my family in Switzerland is really perfect.

Join Marc Mettler on a webinar entitled ‘How Digital Wealth Planning can Help Your Financial Institution Grow AuM and Revenue‘ by 3rd-eyes on 7th March at 3PM London/10AM New York.

Register Here!