Global Private Banking and Wealth Management PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download Global Private Banking and Wealth Management PDF full book. Access full book title Global Private Banking and Wealth Management by David Maude. Download full books in PDF and EPUB format.
Author: David Maude Publisher: John Wiley & Sons ISBN: 0470687819 Category : Business & Economics Languages : en Pages : 360
Book Description
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.
Author: David Maude Publisher: John Wiley & Sons ISBN: 0470687819 Category : Business & Economics Languages : en Pages : 360
Book Description
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.
Author: Dimitris N. Chorafas Publisher: Elsevier ISBN: 9780080461649 Category : Business & Economics Languages : en Pages : 352
Book Description
Wealth Management has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous way whether structured financial products are advisable investments for retail and institutional investors and, if yes, which risks they entail. As our society becomes increasingly affluent, and state-supported pension schemes find it difficult to survive, a growing number of high net-worth individuals, and families, have become retail investors – looking for ways and means to optimize wealth management, and Private Banking deals with these sorts of clients. Private banking also deals with clients that are institutional investors, such as pension funds, mutual funds, and insurance companies, as well as not-for-profits, foundations and companies explicitly set up for wealth management. Both institutional and retail investors are being offered by the banks they work with structured products. Typically, these are securities that provide them with a redemption amount, with may be either with full or partial capital protection, and some type of return. The book examines structured financial products, their polyvalent nature, and the results which could be expected from them. Return on structural instruments, which are essentially derivatives, is paid in function of a specific investment strategy on selected underlying asset(s). This essentially means on the performance of the underlyings, obtained by asset managers, which may be banks or hedge funds, through purchase or sale of embedded options. But there are risks. Both risk and return from structured products are related to three main issues: the volatility of future value of an underlying, the uncertainty of future events, and the exposure of the product. Every type of investment is subject to market forces, and the more leveraged a portfolio is, the greater will probably be both the assumed risk and the expected reward. The fact that structured financial products appeal, or at least are being marketed, to both retail investors and institutional investors makes the dual approach deliberately chosen in this book most advisable. This book addresses all these issues in a practical manner with numerous case studies and real-world examples drawn from the author’s intensive research. Because it is based on intensive research, the book is rich in practical examples and case studies Addresses the growing trend towards the use of structured financial instruments in private banking Thorough treatment of structured financial products that keeps maths to a minimum
Author: Heinrich Weber Publisher: Harriman House Limited ISBN: 1905641753 Category : Business & Economics Languages : en Pages : 280
Book Description
This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals.
Author: Boris F. J. Collardi Publisher: John Wiley & Sons ISBN: 0470826991 Category : Business & Economics Languages : en Pages : 256
Book Description
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.
Author: Heinrich Weber Publisher: Harriman House Limited ISBN: 0857190296 Category : Business & Economics Languages : en Pages : 294
Book Description
Estimates show that there are around 20,000 Ultra High Net Worth individuals in existence today, each with bankable assets in excess of $50 million. Between them they possess a wealth of $5,000 billion, 10% of the world's estimated total wealth. The UHNW wealth management business is therefore a critically important as well as complex part of modern finance. It exists within a "client-banker-bank" triangle and is influenced by serious exogenous factors in political, economic and fiscal environments, as well as by numerous emotional, familial and personal dimensions. In this book the authors address these complex relationships, serving as guides and advisors for UHNW bankers, banks and clients alike. The authors' clients have taught them that the three major frustrations for private banking clients are bad performance, bad communication with the banker, and confusion in the face of poorly explained financial processes. In the first part of the book the authors offer their expert solutions to these problems and, in the second, help to eliminate confusion by explaining UHNW financial processes as clearly and simply as possible. The authors mix authoritative advice, gained from long careers in wealth management, with anecdotes and narrative, to make the book approachable as well as informative. The book also contains five major case studies that help to exemplify certain elements involved in UHNW banking across the world, including the importance and impact of: family values and governance; client confidence and connections; cultural and religious considerations; philanthropy; market crises and volatility; portfolio diversity and enterprise management. This book is for private bankers who work or aim to work in the Ultra High Net Worth field, the most sought-after and secluded high-end client segment of private banking and wealth management. For UHNW clients, this book is a guide on how to deal with your bankers and what you can expect from them, depicting the view from the other side of the table. And for the management of a private bank or private banking division of a financial institution, this book will serve as an essential introduction on how to improve performance. Expert, in-depth and accessible, The Ultra High Net Worth Banker's Handbook is the ultimate guide to this area of modern finance.
Author: Susan McCarte Publisher: Global Professional Pub ISBN: 9781909170124 Category : Business & Economics Languages : en Pages : 276
Book Description
Private Banking and Wealth Management provides the critical knowledge and the range of skills, techniques and practices required by financial services professionals to allow them to understand the wealth management environment, and the specialized nature of private banking facilities. The book deals with an extensive, detailed and critical knowledge and understanding of private banking clients and their needs. It will allow the reader to develop a range of skills, techniques and practices to understand the wealth management environment and to create an ability to apply knowledge and understanding of private banking and wealth management by critical analysis, evaluation and synthesis of complex issues and to use this knowledge and the skills in developing effective customer relationships with private banking clients.
Author: Lucy Weldon Publisher: Woodhead Publishing ISBN: 9781855733282 Category : Business & Economics Languages : en Pages : 232
Book Description
The first comprehensive professional guide to the workings and structure of the international private banking marketplace, this book details the services available, the key players, the distinctive characteristics of, pressure upon and trends within this traditionally very closed financial market. It begins with an analysis of the industry including an invaluable guide to private banking providers. The author then goes on to examine the profitability of private banking and then covers the structures and strategies which are necessary for private banking to work. The book concludes with an overview of the market trends and characteristics.
Author: Kees Stoute Publisher: John Wiley & Sons ISBN: 1119020557 Category : Business & Economics Languages : en Pages : 352
Book Description
Manage and protect your wealth with the help of a privatebank Help! I'm Rich! is a detailed examination of how privatebanking services can help high net worth individuals take chargeover their wealth and protect their assets. Designed to increasethe ability to discern between 'adding value' and'self-orientation' and thus improve the professional relationshipbetween private bankers and clients, this reader-friendly guideexplains the concerns that typically come along with wealth, andthe various ways in which private banks can help clients deal withthese challenges effectively. You will learn what private banks do,which services they offer, and how to find and approach a privatebank. Case studies illustrate the various scenarios presented, andgraphs, tables, cartoons and diagrams help facilitate a trueunderstanding of what private banks can do for you. A detaileddescription of the various asset classes explains the reasons for— and risks of — investing at each level, giving you abetter idea of the wealth management methods that have proveneffective for others in your class. Whether you are new to wealth or are newly tasked with the moneymanagement aspect of it, it's vital for you to understand the waysin which your high net worth changes the game. This book is anindispensable guide to understanding the common challenges of thewealthy, and the crucial role private banks play in dealing withthese challenges. Understand the challenges wealth brings to moneymanagement Discover how private banks can help address specificconcerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in yourcorner The more money you have, the more attention it requires, and thesolutions tend to get more complicated. The support of aprofessional services provider seems not only unavoidable buthighly desirable. Help! I'm Rich! shows you how to gain themost out of your private banking experience, with detailed guidanceand expert advice.
Author: Michael J. Martinez Publisher: Vault Inc. ISBN: 1581314485 Category : Business & Economics Languages : en Pages : 237
Book Description
Private wealth management, also called private banking, is a specialized branch of the investment community that provides one-stop shopping for products and services needed by the wealthy.
Author: David Maude
Author: David Maude
Author: David Maude
Author: Dimitris N. Chorafas
Author: Heinrich Weber
Author: Boris F. J. Collardi
Author: Heinrich Weber
Author: Susan McCarte
Author: Lucy Weldon
Author: Kees Stoute
Author: Michael J. Martinez