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Global Private Banking and Wealth Management

The New Realities
in: Investing
Summary:

The book provides an in-depth analysis of the private banking and wealth management industry, exploring its evolution, current trends, and future challenges. It offers insights into client management, product and service offerings, regulatory changes, and the impact of technology on the sector, serving as a comprehensive guide for professionals in the field.

Key points:

1. Private Banking Evolution: The book traces private banking from an elite service to one for many high-net-worth individuals, highlighting the shift from safeguarding to offering complex financial advice.

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