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Global Private Banking and Wealth Management The New Realities

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ISBN-10: 0470854219

ISBN-13: 9780470854211

Edition: 2006

Authors: David Maude, Philip Molyneux

List price: $119.00
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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.
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Book details

List price: $119.00
Copyright year: 2006
Publisher: John Wiley & Sons, Incorporated
Publication date: 8/25/2006
Binding: Hardcover
Pages: 360
Size: 6.91" wide x 9.59" long x 1.12" tall
Weight: 1.848
Language: English

DAVID MAUDE is an independent consultant. A former consultant at McKinsey & Company, he serves financial institutions around the world, advising on their key strategic, organisational and operational issues. He has also worked in strategy for Barclays, and spent six years as a senior economist at the Bank of England and HM Treasury. He co-authored the pioneering Euromoney book, Private Banking: Maximising Performance in a Competitive Market, published in 1996. He may be contacted at david_maude@lycos.co.uk.

Preface
Acknowledgements
Global Market Overview
The wealth management market
Key drivers
Industry economics
Competitive landscape
Industry Challenges: New and Old
Clients
Products, pricing and channels
Competitors and business models
External environment
Clients
Key characteristics
Client segmentation
Client value management
New Products and Pricing
New products and services
Product sourcing and management
Pricing
Distribution Channels
Relationship managers
Other traditional channels
New and emerging channels
Multichannel management
Players
Types of players
Business system upheaval
Consolidation
Operational Excellence
Smart operational sourcing
Lean operations
Technology transformation
Value-added support services
Instilling operational excellence
Organisational Design
Organisational structure
Business unit interfaces
International dimension
Regulatory and Tax Issues
Money laundering vulnerability
Regulatory initiatives
Tax initiatives
The Future
Introduction
Sources of new profitable growth
Future industry structure
Critical success factors
Conclusions
Appendices
Country wealth market analyses
FATF 40 recommendations
FATF special recommendations on terrorist financing
The Wolfsberg anti-money-laundering principles
Glossary of Terms
Bibliography
Index