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.
Books similar to "Global Private Banking and Wealth Management":
The House of Morgan
Ron Chernow
Money Makers
David Snider|Dr. Chris Howard
Secrets of Swiss Banking
Hoyt Barber
Investment
Norton Reamer|Jesse Downing
Money. Wealth. Life Insurance.
Jake Thompson
The Business Book
DK
Getting Started as a Financial Planner
Jeffrey H. Rattiner
The Ascent of Money
Niall Ferguson
The Business of Investment Banking
K. Thomas Liaw
King of Capital
David Carey|John E. Morris