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Private banking [[electronic resource] ] : building a culture of excellence / / Boris F. J. Collardi
| Private banking [[electronic resource] ] : building a culture of excellence / / Boris F. J. Collardi |
| Autore | Collardi Boris F. J |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Singapore, : John Wiley & Sons Singapore Pte. Ltd., c2012 |
| Descrizione fisica | 1 online resource (288 p.) |
| Disciplina | 332.123 |
| Collana | Wiley finance |
| Soggetto topico |
Bank management
Banks and banking - Customer services |
| ISBN |
1-119-19968-9
1-283-54051-7 9786613852960 0-470-82698-3 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 StrategyOrganisational 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 ConcernsThe ''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 Segmentation along the Client Wealth Life Cycle: Keeping an Eye on the Bigger PictureAttracting New Clients; Channels and Tools; Retaining Clients Over the Long Term; Client Lifetime Value; The Value and Challenges of Bonding; Retention Tools; Early Warning Signals; Conclusion; Notes; Chapter 6: Beyond Products-Offering Tailored Solutions; Crises as Catalysts; Has Volatility Become the New ''Norm''?; The Role of Financial Services and Products in Wealth Creation; Adapting to a Changing Environment; Wealth Aggregation; Wealth Services; Matching Client Needs to Products and Services The Advisory ProcessConclusion; Notes; Appendix 1: Overview of the Most Common Financial Products; Basic Products; Funds and Related Investment Products-An Overview; Mutual Funds; ETFs, ETNs, and other Exchange-Traded Vehicles; Hedge Funds; Funds of Funds; Private Equity; Structured Products; Appendix 2: Key Criteria in the Selection of Funds and Funds of Funds; Rating; Organisation; Investment Process; Investment Professionals, Fund Managers; Historical Performance; Chapter 7: Why Brand Matters; The Origins of Branding; The Functions of a Brand; Why Is Brand So Important in Private Banking? How Premium Brands Thrive |
| Record Nr. | UNINA-9910141439203321 |
Collardi Boris F. J
|
||
| Singapore, : John Wiley & Sons Singapore Pte. Ltd., c2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Private banking [[electronic resource] ] : building a culture of excellence / / Boris F. J. Collardi
| Private banking [[electronic resource] ] : building a culture of excellence / / Boris F. J. Collardi |
| Autore | Collardi Boris F. J |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Singapore, : John Wiley & Sons Singapore Pte. Ltd., c2012 |
| Descrizione fisica | 1 online resource (288 p.) |
| Disciplina | 332.123 |
| Collana | Wiley finance |
| Soggetto topico |
Bank management
Banks and banking - Customer services |
| ISBN |
1-119-19968-9
1-283-54051-7 9786613852960 0-470-82698-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 StrategyOrganisational 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 ConcernsThe ''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 Segmentation along the Client Wealth Life Cycle: Keeping an Eye on the Bigger PictureAttracting New Clients; Channels and Tools; Retaining Clients Over the Long Term; Client Lifetime Value; The Value and Challenges of Bonding; Retention Tools; Early Warning Signals; Conclusion; Notes; Chapter 6: Beyond Products-Offering Tailored Solutions; Crises as Catalysts; Has Volatility Become the New ''Norm''?; The Role of Financial Services and Products in Wealth Creation; Adapting to a Changing Environment; Wealth Aggregation; Wealth Services; Matching Client Needs to Products and Services The Advisory ProcessConclusion; Notes; Appendix 1: Overview of the Most Common Financial Products; Basic Products; Funds and Related Investment Products-An Overview; Mutual Funds; ETFs, ETNs, and other Exchange-Traded Vehicles; Hedge Funds; Funds of Funds; Private Equity; Structured Products; Appendix 2: Key Criteria in the Selection of Funds and Funds of Funds; Rating; Organisation; Investment Process; Investment Professionals, Fund Managers; Historical Performance; Chapter 7: Why Brand Matters; The Origins of Branding; The Functions of a Brand; Why Is Brand So Important in Private Banking? How Premium Brands Thrive |
| Record Nr. | UNINA-9910808405503321 |
|
Collardi Boris F. J
|
||
| Singapore, : John Wiley & Sons Singapore Pte. Ltd., c2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||