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Packed with best-practice examples and perspectives on the opportunities ahead, highlights include:
For anyone involved in wealth management, this should be a compulsory read.
1. Global Market Overview.
1.1 The wealth management market.
1.2 Key drivers.
1.3 Industry economics.
1.4 Competitive landscape.
2. Industry Challenges: New and Old.
2.2 Products, pricing and channels.
2.3 Competitors and business models.
2.4 External environment.
3.1 Key characteristics.
3.2 Client segmentation.
3.3 Client value management.
4. New Products and Pricing.
4.1 New products and services.
4.2 Product sourcing and management.
5. Distribution Channels.
5.1 Relationship managers.
5.2 Other traditional channels.
5.3 New and emerging channels.
5.4 Multichannel management.
6.1 Types of players.
6.2 Business system upheaval.
7. Operational Excellence.
7.1 Smart operational sourcing.
7.2 Lean operations.
7.3 Technology transformation.
7.4 Value-added support services.
7.5 Instilling operational excellence.
8. Organisational Design.
8.1 Organisational structure.
8.2 Business unit interfaces.
8.3 International dimension.
9. Regulatory and Tax Issues.
9.1 Money laundering vulnerability.
9.2 Regulatory initiatives.
9.3 Tax initiatives.
10. The Future.
10.2 Sources of new profitable growth.
10.3 Future industry structure.
10.4 Critical success factors.
Appendix 1: Country wealth market analyses.
Appendix 2: FATF 40 recommendations.
Appendix 3: FATF special recommendations on terrorist financing.
Appendix 4: The Wolfsberg anti-money-laundering principles.
Glossary of Terms.
Posted November 28, 2007
In this lengthy and detailed survey of the private banking and wealth management business, David Maude offers a picture of the current condition of the industry and provides historical detail about how the very wealthy manage their affairs. His objective and balanced chapters examine the challenges confronting the business today, as client relationships change, and he offers a vision for the future. This book probably belongs on the shelf of those in the private banking and wealth management business, or those rich enough to need the advice. We recommend it to anyone with an interest in how other people¿s money is managed.Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.
Posted December 7, 2010
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