Cargando…

World class private banking : building a culture of excellence /

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 w...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Collardi, Boris F. J.
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, N.J. : Wiley, 2012.
Colección:Wiley finance series
Temas:
Acceso en línea:Texto completo

MARC

LEADER 00000cam a2200000Ma 4500
001 EBOOKCENTRAL_ocn805829876
003 OCoLC
005 20240329122006.0
006 m o d
007 cr |n|||||||||
008 090911s2012 nju fo 000 0 eng d
040 |a CDX  |b eng  |e pn  |c CDX  |d OCLCO  |d OCLCQ  |d OCLCF  |d OCLCQ  |d MHW  |d EBLCP  |d DEBSZ  |d ZCU  |d MERUC  |d ICG  |d DKC  |d AU@  |d OCLCQ  |d OCLCO  |d SGP  |d OCLCQ  |d OCLCO  |d OCLCL 
019 |a 809765643 
020 |a 9780470824375  |q (Cloth) 
020 |a 0470824379  |q (Cloth) 
020 |a 9780470826980 
020 |a 0470826983 
024 8 |a 9786613852960 
029 1 |a DEBBG  |b BV044187868 
029 1 |a DEBSZ  |b 396993524 
029 1 |a DEBSZ  |b 430990057 
029 1 |a DEBSZ  |b 449240592 
029 1 |a GBVCP  |b 77836786X 
035 |a (OCoLC)805829876  |z (OCoLC)809765643 
037 |a 385296  |b MIL 
050 4 |a HG1978 
082 0 4 |a 332.1/23/068  |2 22 
049 |a UAMI 
100 1 |a Collardi, Boris F. J. 
245 1 0 |a World class private banking :  |b building a culture of excellence /  |c by Boris F.J. Collardi. 
260 |a Hoboken, N.J. :  |b Wiley,  |c 2012. 
300 |a 1 online resource (256 pages). 
336 |a text  |b txt  |2 rdacontent 
337 |a computer  |b c  |2 rdamedia 
338 |a online resource  |b cr  |2 rdacarrier 
490 0 |a Wiley finance series 
588 0 |a Print version record. 
520 |a 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 clie. 
505 0 |a 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 
505 8 |a 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 
505 8 |a 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 
505 8 |a 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 
505 8 |a 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? 
590 |a ProQuest Ebook Central  |b Ebook Central Academic Complete 
650 0 |a Private banks. 
650 0 |a Bank management. 
650 6 |a Banques privées. 
650 6 |a Banques  |x Gestion. 
650 7 |a Bank management  |2 fast 
650 7 |a Private banks  |2 fast 
758 |i has work:  |a Private banking (Text)  |1 https://id.oclc.org/worldcat/entity/E39PCGpdtvWgyYrR4thB9j4hd3  |4 https://id.oclc.org/worldcat/ontology/hasWork 
776 0 8 |i Print version:  |z 9786613852960 
856 4 0 |u https://ebookcentral.uam.elogim.com/lib/uam-ebooks/detail.action?docID=693325  |z Texto completo 
938 |a Coutts Information Services  |b COUT  |n 23180717  |c 80.00 GBP 
938 |a ProQuest Ebook Central  |b EBLB  |n EBL693325 
994 |a 92  |b IZTAP