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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:
Banks and banking -- Customer services.
Wealth -- Management.