Global Private Banking and Wealth Management: The New Realities
Wealth management is one of the areas in which banks and other personal financial services players are investing heavily. But the market is changing fast. Going forward, players therefore need to adapt their strategies to the new realities: what worked in the past will not, for the most part, be appropriate in the future. This unique book, written by a former McKinsey consultant, offers an up-to-date, detailed, practical understanding of this exciting area of financial services.
What people are saying - Write a review
We haven't found any reviews in the usual places.
ABN AMRO acquisition activities advice advisory alternative investments andthe asset management bank’s bankers BNP Paribas Boston Consulting Group brokerage Capgemini/Merrill Lynch capital Citigroup Private Bank client relationship client segments companies cost countries Credit Suisse driven example family office Figure financial institutions financial services firms focus focused Goldman Sachs growth hedge funds HNW clients HNWIs income increasingly indicators Wealth market inhouse inthe investment banking investors Julius Baer leverage market size Wealth mass affluent McKinsey Mercer Oliver Wyman Merrill Lynch million money laundering Morgan Stanley N/AV ofclients offer offshore ofthe onshore operations opportunities organisational outsourcing performance PricewaterhouseCoopers pricing private client products and services profit recent regulatory relationship managers relatively Reproduced by permission requirements retail revenue Source specialist strategies structured products suchas Survey Swiss target thirdparty tothe transactions typically UHNWIs valueadded wealth management wealth management industry Wealth management players