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Private banking : building a culture of excellence / Boris F. J. Collardi

By: Resource type: Ressourcentyp: Buch (Online)Book (Online)Language: English Series: Wiley Finance Ser ; v.682 | Wiley financePublisher: Singapore : John Wiley & Sons Singapore, 2012Edition: Online-AusgDescription: Online-Ressource (1 online resource (xvi, 270 p.)) : illISBN:
  • 0470826983
  • 0470826975
  • 9780470826973
  • 0470826991
  • 9780470826997
  • 0470824379
  • 9780470824375
  • 9780470826980
  • 9781283540513
  • 1283540517
Subject(s): Additional physical formats: 1283540320 | 9780470824375. | Erscheint auch als: Private banking. Druck-Ausgabe Sinpapore [u.a.] : Wiley, 2012. XVI, 270 S.DDC classification:
  • 332.123068
LOC classification:
  • HG1978
Online resources: Summary: An insightful overview of the keys to world-class client service in the private banking sector As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert. Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal. Outlines how to implement a practical strategy for success in the growing private banking sector Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands Includes case studies and other resources to show the keys to private banking done right in action Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.Summary: Intro -- Private Banking: Building a Culture of Excellence -- Contents -- Preface -- Acknowledgments -- Chapter 1: A Framework for Excellence in Private Banking -- Vision and Mission -- Present Status -- Where and How? -- Processes, People, and Plans -- Metrics -- Conclusion -- Chapter 2: What Is Driving Private Banking? -- An Industry in the Midst of Change -- Swiss Industry, International Perspective -- Evolution of the Business Model -- Global Financial Centres -- Wealth Management in Transition -- The Four Key Drivers -- Markets -- Evolving Regulatory Landscape -- A Changing Client Profile -- Competition and Growth -- Conclusion -- Notes -- Chapter 3: Finding the Right Organisation and Operational Strategy -- Organisational Forms and Trends -- Private Banking Structures -- Organisational Structures -- Universal vs. Pure-Play? -- The Problem of Referrals Management -- Designing the Organisation -- Bundling and Unbundling -- The Three-Pillar Approach in Corporations -- The Three-Pillar Approach Applied to Private Banking -- Conclusion -- Notes -- Chapter 4: Forces Shaping the Regulatory Environment -- The Regulatory Environment -- International vs. National Interests -- Waves of Regulatory Pressure -- Threats and Enablers -- How Regulators and the Industry are Addressing Global and National Concerns -- The ''War on Privacy'' -- Booking Centre Competition -- Conclusion -- Note -- Appendix: Some Key Regulatory Bodies and Legislation -- International Regulatory Bodies -- Partial List of National Regulators -- Regional and National Legislation -- Chapter 5: Putting Clients at the Centre -- Making Sense of Client Diversity -- Arguments for Segmentation -- Current Segmentation Practices -- Snapshot of Segmentation Criteria -- Level of Wealth -- Geographic Origin -- Source of Wealth -- Behavioural Segmentation.PPN: PPN: 807368989Package identifier: Produktsigel: ZDB-26-MYL | ZDB-30-PAD | ZDB-30-PBE | ZDB-30-PQE
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