Table of contents for Global private banking and wealth management : the new realities / David Maude.

Bibliographic record and links to related information available from the Library of Congress catalog.

Note: Contents data are machine generated based on pre-publication provided by the publisher. Contents may have variations from the printed book or be incomplete or contain other coding.


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Contents
Preface and Acknowledgements
1 Global Market Overview
* Market definition, size and recent growth
* Key industry drivers
* Industry economics
* Competitor landscape
Boxes:
* Wealth market measurement methodologies
* US wealth market dynamics
2 Industry Challenges: New and Old
* Clients
* Products, pricing and channels
* Competitors and business models
* External environment
3 Clients
* Client characteristics
* Segmentation
* Client value management
Boxes:
* Ultra high net worth individuals
* Client segmentation at Coutts
* Professional sports players
4 New Products and Pricing
* New products and services
? The advisory process
? Tracker-related products
? Structured products
? Alternative investments
? Property investments
? Lending
? Other products and services
* Product sourcing and management
* Pricing
Boxes:
* Islamic private banking
* Co-investment
* Success in advice-led selling
* Investment performance measurement 
* Multi-manager fund structures
* Product management discipline
* Pricing discipline
5 Distribution Channels
* Relationship managers
? Roles, organisation and structure, sales effectiveness, ?war for talent?
* Other traditional channels
? Referral agents, branches, client reporting
* New and emerging channels
? Online, broadband and beyond
* Multi-channel management
Box:
* Spending more time with clients
6 Players
* Types of player
* Business system upheaval
* Consolidation
Boxes:
* EFG
* High-profile retrenchments
* Peer networks
* Julius Baer
7 Operational Excellence
* Smart sourcing
* Lean operations
* Technology transformation
* Value-added support services
Boxes:
* Wealth management insourcing
* Six Sigma
8 Organisational Design
* Organisational structure
* Business unit interfaces
? Asset management
? Retail bank
? Investment bank
* International dimensions
Box:
* Citigroup?s asset management exit
9 International Regulatory and Tax Issues
* Money laundering vulnerability
* Recent key regulatory developments
* Recent international tax initiatives
* Industry responses
Boxes:
* International accounting standards
* Citigroup Private Bank Japan
* Riggs Bank
* Basle II
10 The Future
* Market projections
* Sources of new profitable growth
? Geographies
? Clients
? Propositions
? Other areas
* Industry structure
* Critical success factors
Boxes:
* Japan
* Emerging client segments
Glossary
Appendices
1. Country wealth market analyses [c.20 countries]
2. FATF 40 Recommendations
3. FATF Special Recommendations on Terrorist Financing
4. The Wolfsberg Anti-Money-Laundering Principles

Library of Congress Subject Headings for this publication:

Private banks.
Banks and banking -- Customer services.
Wealth -- Management.