03468cam a22004334a 4500 14267183 BJBSDDR 20240813145823.0 ta 060215s2006 enka b 001 0 eng 2006005378 0470854219 9780470854211 DLC DLC DLC eng eng pcc HG 1978 M447g 2006 332.1/23 Maude, David 37702 Global private banking and wealth management : the new realities / David Maude. Chichester, West Sussex, England ; Hoboken, N.J. : J. Wiley & Sons, 2006. xii, 346 pages : illustrations ; 25 cm. Wiley finance series 30969 Includes bibliographical references and index. Preface. Acknowledgements. 1. Global Market Overview. 1.1 The wealth management market. 1.2 Key drivers. 1.3 Industry economics. 1.4 Competitive landscape. 2. Industry Challenges: New and Old. 2.1 Clients. 2.2 Products, pricing and channels. 2.3 Competitors and business models. 2.4 External environment. 3. Clients. 3.1 Key characteristics. 3.2 Client segmentation. 3.3 Client value management. 4. New Products and Pricing. 4.1 New products and services. 4.2 Product sourcing and management. 4.3 Pricing. 5. Distribution Channels. 5.1 Relationship managers. 5.2 Other traditional channels. 5.3 New and emerging channels. 5.4 Multichannel management. 6. Players. 6.1 Types of players. 6.2 Business system upheaval. 6.3 Consolidation. 7. Operational Excellence. 7.1 Smart operational sourcing. 7.2 Lean operations. 7.3 Technology transformation. 7.4 Value-added support services. 7.5 Instilling operational excellence. 8. Organisational Design. 8.1 Organisational structure. 8.2 Business unit interfaces. 8.3 International dimension. 9. Regulatory and Tax Issues. 9.1 Money laundering vulnerability. 9.2 Regulatory initiatives. 9.3 Tax initiatives. 10. The Future. 10.1 Introduction. 10.2 Sources of new profitable growth. 10.3 Future industry structure. 10.4 Critical success factors. 10.5 Conclusions. Appendices. Appendix 1: Country wealth market analyses. Appendix 2: FATF 40 recommendations. Appendix 3: FATF special recommendations on terrorist financing. Appendix 4: The Wolfsberg anti-money-laundering principles. Glossary of Terms. Bibliography. Index. 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. Private banks. Bancos privados 33500 Banks and banking Customer services. Bancos Servicio al cliente 37939 Wealth Management. Table of contents only http://www.loc.gov/catdir/toc/ecip068/2006005378.html Publisher description http://www.loc.gov/catdir/enhancements/fy0643/2006005378-d.html Contributor biographical information http://www.loc.gov/catdir/enhancements/fy0741/2006005378-b.html 7 cbc orignew 1 ecip 20 y-gencatlg lcc BK sba 121802 121802 0 0 lcc 0 0 CS BJB BJB CS 2024-08-01 0 HG 1978 M447g 2006 00000177545 2024-08-01 00:00:00 1 2024-08-01 BK