1.

Record Nr.

UNINA9910830325503321

Autore

Maude David

Titolo

Global private banking and wealth management [[electronic resource] ] : the new realities / / David Maude

Pubbl/distr/stampa

Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006

ISBN

1-118-67338-7

1-280-51896-0

9786610518968

0-470-68781-9

0-470-03053-4

Descrizione fisica

1 online resource (362 p.)

Collana

The Wiley Finance Series

Disciplina

332.1/23

332.123

Soggetti

Private banks

Banks and banking - Customer services

Wealth - Management

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Note generali

Description based upon print version of record.

Nota di bibliografia

Includes bibliographical references (p. [333]-339) and index.

Nota di contenuto

Global Private Banking and Wealth Management; Contents; Preface; Acknowledgements; 1 Global Market Overview; 2 Industry Challenges: New and Old; 3 Clients; 4 New Products and Pricing; 5 Distribution Channels; 6 Players; 7 Operational Excellence; 8 Organisational Design; 9 Regulatory and Tax Issues; 10 The Future; Appendices; Glossary of Terms; Bibliography; Index

Sommario/riassunto

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.