This book is very well structured and can be useful to anybody interested in the private banking industry—from the young university graduate to the seasoned banker." —Patrick Odier, Chairman, Swiss Banking Association
In this book, Dr. Marc Strauss, a former top management consultant and private banking expert, with considerable experience in strategy creation and implementation, comprehensively applies the BOS approach to the field of private banking.
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.
The book deals with an extensive, detailed and critical knowledge and understanding of private banking clients and their needs.
The book is based on a strong link between a rigorous methodological approach and the real world best practices of wealth management.
In this book the authors address these complex relationships, serving as guides and advisors for UHNW bankers, banks and clients alike.
Indeed, in investment markets overseas branches are now accepted as of right within Europe, and are legislated and controlled via the home country banking regulations. Over the past decade, a number of directives have come into force, ...
Blue Ocean Strategy in Private Banking: A New Business Model to Win
TAMAL BANDYOPADHYAY is a bestselling author, award-winning columnist and a keen observer of the Indian banking sector for over two decades.
Many investors wish they could get in on just one millionaire insider secret and make their fortune. Lucien Stephenson reveals one such well-kept secret in this book.