Global Private Banking and Wealth Management: The New Realities, (Wiley: 2006)

Description

• Wealth management is one of the areas in which banks and other personal financial services players are investing heavily. But the market is undergoing unprecedented change. 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, remarkably detailed, practical understanding of this exciting area of financial services.
• The book is based on insights from the author’s extensive consulting work, interviews with leading experts and practitioners, and meticulous analysis and research (more than 230 references).
• Packed with best-practice examples and perspectives on the opportunities ahead, this book should be a compulsory read for anyone involved in wealth management.
• Chinese edition, produced with The People’s Bank of China, was published by Wiley in 2007.
• Korean and Russian editions in production

Sample material

• Contents
• Chapter 2 - Industry Challenges: New and Old

Reviews

• “An up-to-date, detailed, practical guide that drills deep into the subject”
  • WealthBriefing.com, 29 Aug 2006
• “Concise, comprehensive and up to date... this book should feature on the reading list of anyone entering the sector”
  • The Wealth Net, 15 Nov 2006

Private Banking: Maximising Performance in a Competitive Market, (Euromoney Books: 1996)

Description

• This pioneering book offers deep insight into the repositioning of the major banks and the attempts of new players to compete for private banking business. Chapters cover: private banking centres, the private banking client, client needs, maximising portfolio performance, foreign exchange services, offshore banking, emerging markets, understanding regulation, controlling risk, developing international clients, maximising fees, account sizes, and competitive comparisons of different jurisdictions.

Sample material

• Contents
• Foreword