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Global Private Banking and Wealth Management.
"David Maude has written a fascinating and comprehensive overview of private banking which will be of great interest to practitioners, clients and students." - Dr. Alex W. Widmer, Chief Executive, Officer, Private Banking, Julius Baer
"The essence of private banking has not changed for hundreds of years, but the global environment in which we operate and the tools at our disposal are evolving at an unprecedented rate. This book is welcome for providing a remarkably thorough, detailed and accurate overview of the industry and the issues it presently faces." - Alexander Hoare, chief Executive, C Hoare & Co
"David Maude has produced a powerful analysis of the wealth management market. At a time when the industry is evolving rapidly and facing numerous challenges, this book will be particularly relevant and helpful to private banking professionals around the globe."- Francois Debiesse, Chief Executive Officer, BNP Paribas Private Bank
"A Comprehensive guide to the wealth management industry in terms of development, the current economic and competitive landscape, and future areas of growth." - Bryan Henning, Global Product Head, Wealth Management, Standard Chartered Bank
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
No text was provided for this review.