Private Banking

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Private Banking

Author : Boris F. J. Collardi
Publisher : John Wiley & Sons
ISBN 13 : 0470826991
Total Pages : 292 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Private Banking by : Boris F. J. Collardi

Download or read book Private Banking written by Boris F. J. Collardi and published by John Wiley & Sons. This book was released on 2012-08-01 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: An insightful overview of the keys to world-class client service in the private banking sector As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert. Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal. Outlines how to implement a practical strategy for success in the growing private banking sector Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands Includes case studies and other resources to show the keys to private banking done right in action Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.

Global Private Banking and Wealth Management

Author : David Maude
Publisher : John Wiley & Sons
ISBN 13 : 0470687819
Total Pages : 360 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis Global Private Banking and Wealth Management by : David Maude

Download or read book Global Private Banking and Wealth Management written by David Maude and published by John Wiley & Sons. This book was released on 2010-02-09 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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. This unique book, written by a former McKinsey consultant, offers an up-to-date, detailed, practical understanding of this exciting area of financial services.

The World of Private Banking

Author : Youssef Cassis
Publisher : Routledge
ISBN 13 : 1351880306
Total Pages : 332 pages
Book Rating : 4.3/5 (518 download)

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Book Synopsis The World of Private Banking by : Youssef Cassis

Download or read book The World of Private Banking written by Youssef Cassis and published by Routledge. This book was released on 2016-12-05 with total page 332 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a full and authoritative account of the history of private banking, beginning with its development in conjunction with the world markets served by and centred on a few European cities, notably Amsterdam and London. These banks were usually partnerships, a form of organization which persisted as the role of private banking changed in response to the political and economic transformations of the late 18th and early 19th centuries. It was in this period, and the succeeding Golden Age of private banking from 1815 to the 1870s, that many of the great names this book treats rose to fame: Baring, Rothschild, Mallet and Hottinger became synonymous with wealth and economic power, as German, French and the remarkably long-lasting Geneva banks flourished and expanded. The last parts of this study detail the way in which private banking adapted to the age of the corporate economy from the 1870s to the 1930s, the decline during and after the Great Depression and the post-war renaissance. It concludes with an appraisal of the causes and consequences of the modern expansion of private banking: no longer the exclusive preserve of partnerships, the management of investment portfolios of wealthy individuals and institutions is now a major concern of international joint-stock banks.

Behavioral Finance for Private Banking

Author : Kremena K. Bachmann
Publisher : John Wiley & Sons
ISBN 13 : 1119453704
Total Pages : 263 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Behavioral Finance for Private Banking by : Kremena K. Bachmann

Download or read book Behavioral Finance for Private Banking written by Kremena K. Bachmann and published by John Wiley & Sons. This book was released on 2018-06-06 with total page 263 pages. Available in PDF, EPUB and Kindle. Book excerpt: An essential framework for wealth management using behavioral finance Behavioral Finance for Private Banking provides a complete framework for wealth management tailored to the unique needs of each client. Merging behavioral finance with private banking, this framework helps you gain a greater understanding of your client’s wants, needs, and perspectives to streamline the decision making process. Beginning with the theoretical foundations of investment decision making and behavioral biases, the discussion delves into cultural differences in global business and asset allocation over the life cycle of the investment to help you construct a wealth management strategy catered to each individual’s needs. This new second edition has been updated to include coverage of fintech and neurofinance, an extension of behavioral finance that is beginning to gain traction in the private banking space. Working closely with clients entails deep interpersonal give and take. To be successful, private banking professionals must be as well-versed in behavioral psychology as they are in finance; this intersection is the heart of behavioral finance, and this book provides essential knowledge that can help you better serve your clients’ needs. Understand the internal dialogue at work when investment decisions are made Overcome the most common behavioral biases—and watch for your own Learn how fintech and neurofinance impact all aspects of private banking Set up a structured wealth management process that places the client’s needs front and center Private banking clients demand more than just financial expertise. They want an advisor who truly understands their needs, and can develop and execute the kind of strategy that will help them achieve their goals. Behavioral Finance for Private Banking provides a complete framework alongside insightful discussion to help you become the solution your clients seek.

Wealth Management

Author : Dimitris N. Chorafas
Publisher : Elsevier
ISBN 13 : 9780080461649
Total Pages : 352 pages
Book Rating : 4.4/5 (616 download)

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Book Synopsis Wealth Management by : Dimitris N. Chorafas

Download or read book Wealth Management written by Dimitris N. Chorafas and published by Elsevier. This book was released on 2011-02-24 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth Management has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous way whether structured financial products are advisable investments for retail and institutional investors and, if yes, which risks they entail. As our society becomes increasingly affluent, and state-supported pension schemes find it difficult to survive, a growing number of high net-worth individuals, and families, have become retail investors – looking for ways and means to optimize wealth management, and Private Banking deals with these sorts of clients. Private banking also deals with clients that are institutional investors, such as pension funds, mutual funds, and insurance companies, as well as not-for-profits, foundations and companies explicitly set up for wealth management. Both institutional and retail investors are being offered by the banks they work with structured products. Typically, these are securities that provide them with a redemption amount, with may be either with full or partial capital protection, and some type of return. The book examines structured financial products, their polyvalent nature, and the results which could be expected from them. Return on structural instruments, which are essentially derivatives, is paid in function of a specific investment strategy on selected underlying asset(s). This essentially means on the performance of the underlyings, obtained by asset managers, which may be banks or hedge funds, through purchase or sale of embedded options. But there are risks. Both risk and return from structured products are related to three main issues: the volatility of future value of an underlying, the uncertainty of future events, and the exposure of the product. Every type of investment is subject to market forces, and the more leveraged a portfolio is, the greater will probably be both the assumed risk and the expected reward. The fact that structured financial products appeal, or at least are being marketed, to both retail investors and institutional investors makes the dual approach deliberately chosen in this book most advisable. This book addresses all these issues in a practical manner with numerous case studies and real-world examples drawn from the author’s intensive research. Because it is based on intensive research, the book is rich in practical examples and case studies Addresses the growing trend towards the use of structured financial instruments in private banking Thorough treatment of structured financial products that keeps maths to a minimum

Private Banking

Author : Lucy Weldon
Publisher : Woodhead Publishing
ISBN 13 : 9781855733282
Total Pages : 232 pages
Book Rating : 4.7/5 (332 download)

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Book Synopsis Private Banking by : Lucy Weldon

Download or read book Private Banking written by Lucy Weldon and published by Woodhead Publishing. This book was released on 1997-11-26 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first comprehensive professional guide to the workings and structure of the international private banking marketplace, this book details the services available, the key players, the distinctive characteristics of, pressure upon and trends within this traditionally very closed financial market. It begins with an analysis of the industry including an invaluable guide to private banking providers. The author then goes on to examine the profitability of private banking and then covers the structures and strategies which are necessary for private banking to work. The book concludes with an overview of the market trends and characteristics.

The Ultra High Net Worth Banker's Handbook

Author : Heinrich Weber
Publisher : Harriman House Limited
ISBN 13 : 1905641753
Total Pages : 200 pages
Book Rating : 4.9/5 (56 download)

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Book Synopsis The Ultra High Net Worth Banker's Handbook by : Heinrich Weber

Download or read book The Ultra High Net Worth Banker's Handbook written by Heinrich Weber and published by Harriman House Limited. This book was released on 2009-08-10 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals.

It's Not All about Money

Author : Hans J. Bär
Publisher :
ISBN 13 : 9780825305474
Total Pages : 0 pages
Book Rating : 4.3/5 (54 download)

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Book Synopsis It's Not All about Money by : Hans J. Bär

Download or read book It's Not All about Money written by Hans J. Bär and published by . This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In his memoir, Hans J. Baer reveals the drive and emotions behind one of the most distinguished careers in swiss banking in the twentieth century. During his almost sixty-year career as manager of the Julius Baer Group, he helped develop it into one of the largest independent wealth managers in Switzerland. When scandal involving the dormant accounts of Jews murdered in the Third Reich rocked the staid and secretive swiss banking community, Baer brought his leadership and negotiation skills to the table, ultimately helping to form the Volcker Commission.It's Not All About Money is the extraordinary story of a high-finance insider. As the title suggests, more than even his prominent career, his devotion to music, art, and philanthropy have been central to Baer's life. He relates his interactions with the Shah of Iran, his friendship with Carnegie Hall savior Isaac Stern, and other luminaries of art and science. Baer shares his intriguing story with humor and humility.

Back-Alley Banking

Author : Kellee S. Tsai
Publisher : Cornell University Press
ISBN 13 : 1501717154
Total Pages : 335 pages
Book Rating : 4.5/5 (17 download)

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Book Synopsis Back-Alley Banking by : Kellee S. Tsai

Download or read book Back-Alley Banking written by Kellee S. Tsai and published by Cornell University Press. This book was released on 2018-05-31 with total page 335 pages. Available in PDF, EPUB and Kindle. Book excerpt: Chinese entrepreneurs have founded more than thirty million private businesses since Beijing instituted economic reforms in the late 1970s. Most of these private ventures, however, have been denied access to official sources of credit. State banks continue to serve state-owned enterprises, yet most private financing remains illegal. How have Chinese entrepreneurs managed to fund their operations? In defiance of the national banking laws, small business owners have created a dizzying variety of informal financing mechanisms, including rotating credit associations and private banks disguised as other types of organizations. Back-Alley Banking includes lively biographical sketches of individual entrepreneurs; telling quotations from official documents, policy statements, and newspaper accounts; and interviews with a wide variety of women and men who give vivid narratives of their daily struggles, accomplishments, and hopes for future prosperity. Kellee S. Tsai's book draws upon her unparalleled fieldwork in China's world of shadow finance to challenge conventional ideas about the political economy of development. Business owners in China, she shows, have mobilized local social and political resources in innovative ways despite the absence of state-directed credit or a well-defined system of private property rights. Entrepreneurs and local officials have been able to draw on the uncertainty of formal political and economic institutions to enhance local prosperity.

Help, I'm Rich!

Author : Kees Stoute
Publisher : John Wiley & Sons
ISBN 13 : 1119020549
Total Pages : 356 pages
Book Rating : 4.1/5 (19 download)

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Book Synopsis Help, I'm Rich! by : Kees Stoute

Download or read book Help, I'm Rich! written by Kees Stoute and published by John Wiley & Sons. This book was released on 2015-02-02 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: Manage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will learn what private banks do, which services they offer, and how to find and approach a private bank. Case studies illustrate the various scenarios presented, and graphs, tables, cartoons and diagrams help facilitate a true understanding of what private banks can do for you. A detailed description of the various asset classes explains the reasons for — and risks of — investing at each level, giving you a better idea of the wealth management methods that have proven effective for others in your class. Whether you are new to wealth or are newly tasked with the money management aspect of it, it's vital for you to understand the ways in which your high net worth changes the game. This book is an indispensable guide to understanding the common challenges of the wealthy, and the crucial role private banks play in dealing with these challenges. Understand the challenges wealth brings to money management Discover how private banks can help address specific concerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in your corner The more money you have, the more attention it requires, and the solutions tend to get more complicated. The support of a professional services provider seems not only unavoidable but highly desirable. Help! I'm Rich! shows you how to gain the most out of your private banking experience, with detailed guidance and expert advice.

Financial Modeling and Valuation

Author : Paul Pignataro
Publisher : John Wiley & Sons
ISBN 13 : 1118558766
Total Pages : 432 pages
Book Rating : 4.1/5 (185 download)

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Book Synopsis Financial Modeling and Valuation by : Paul Pignataro

Download or read book Financial Modeling and Valuation written by Paul Pignataro and published by John Wiley & Sons. This book was released on 2013-07-10 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by the Founder and CEO of the prestigious New York School of Finance, this book schools you in the fundamental tools for accurately assessing the soundness of a stock investment. Built around a full-length case study of Wal-Mart, it shows you how to perform an in-depth analysis of that company's financial standing, walking you through all the steps of developing a sophisticated financial model as done by professional Wall Street analysts. You will construct a full scale financial model and valuation step-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated the stock was undervalued. Since the first run of the analysis, the stock has increased 35 percent. Re-evaluating Wal-Mart 9months later, we will step through the techniques utilized by Wall Street analysts to build models on and properly value business entities. Step-by-step financial modeling - taught using downloadable Wall Street models, you will construct the model step by step as you page through the book. Hot keys and explicit Excel instructions aid even the novice excel modeler. Model built complete with Income Statement, Cash Flow Statement, Balance Sheet, Balance Sheet Balancing Techniques, Depreciation Schedule (complete with accelerating depreciation and deferring taxes), working capital schedule, debt schedule, handling circular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aid in conceptual understanding. Concepts are reiterated and honed, perfect for a novice yet detailed enough for a professional. Model built direct from Wal-Mart public filings, searching through notes, performing research, and illustrating techniques to formulate projections. Includes in-depth coverage of valuation techniques commonly used by Wall Street professionals. Illustrative comparable company analyses - built the right way, direct from historical financials, calculating LTM (Last Twelve Month) data, calendarization, and properly smoothing EBITDA and Net Income. Precedent transactions analysis - detailing how to extract proper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustrating how a DCF is utilized, how unlevered free cash flow is derived, and the meaning of weighted average cost of capital (WACC) Step-by-step we will come up with a valuation on Wal-Mart Chapter end questions, practice models, additional case studies and common interview questions (found in the companion website) help solidify the techniques honed in the book; ideal for universities or business students looking to break into the investment banking field.

Investment Banks, Hedge Funds, and Private Equity

Author : David P. Stowell
Publisher : Academic Press
ISBN 13 : 0124046320
Total Pages : 672 pages
Book Rating : 4.1/5 (24 download)

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Book Synopsis Investment Banks, Hedge Funds, and Private Equity by : David P. Stowell

Download or read book Investment Banks, Hedge Funds, and Private Equity written by David P. Stowell and published by Academic Press. This book was released on 2012-09-01 with total page 672 pages. Available in PDF, EPUB and Kindle. Book excerpt: The dynamic environment of investment banks, hedge funds, and private equity firms comes to life in David Stowell’s introduction to the ways they challenge and sustain each other. Capturing their reshaped business plans in the wake of the 2007-2009 global meltdown, his book reveals their key functions, compensation systems, unique roles in wealth creation and risk management, and epic battles for investor funds and corporate influence. Its combination of perspectives—drawn from his industry and academic backgrounds—delivers insights that illuminate the post-2009 reinvention and acclimation processes. Through a broad view of the ways these financial institutions affect corporations, governments, and individuals, Professor Stowell shows us how and why they will continue to project their power and influence. Emphasizes the needs for capital, sources of capital, and the process of getting capital to those who need it Integrates into the chapters ten cases about recent transactions, along with case notes and questions Accompanies cases with spreadsheets for readers to create their own analytical frameworks and consider choices and opportunities

Behavioural Finance for Private Banking

Author : Thorsten Hens
Publisher : John Wiley & Sons
ISBN 13 : 0470742070
Total Pages : 270 pages
Book Rating : 4.4/5 (77 download)

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Book Synopsis Behavioural Finance for Private Banking by : Thorsten Hens

Download or read book Behavioural Finance for Private Banking written by Thorsten Hens and published by John Wiley & Sons. This book was released on 2011-07-05 with total page 270 pages. Available in PDF, EPUB and Kindle. Book excerpt: A complete framework for applications of behavioral finance in private banking, Behavioural Finance for Private Banking considers client needs specific to private banking like personal circumstances, objectives, and attitude to risk. This book includes the theoretical foundations of investment decision-making, an introduction to behavioral biases, an explanation of cultural differences in global business, a guide to asset allocation over the life cycle of the investment, and several case studies to illustrate how can be applied. A must-read for anyone in private banking, this book demonstrates how to satisfy client needs.

Private Banking and Money Laundering

Author : United States. Congress. Senate. Committee on Governmental Affairs. Permanent Subcommittee on Investigations
Publisher :
ISBN 13 :
Total Pages : 1128 pages
Book Rating : 4.:/5 (51 download)

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Book Synopsis Private Banking and Money Laundering by : United States. Congress. Senate. Committee on Governmental Affairs. Permanent Subcommittee on Investigations

Download or read book Private Banking and Money Laundering written by United States. Congress. Senate. Committee on Governmental Affairs. Permanent Subcommittee on Investigations and published by . This book was released on 2000 with total page 1128 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Private Banking in Europe

Author : Lynn Bicker
Publisher : Routledge
ISBN 13 : 1134793065
Total Pages : 222 pages
Book Rating : 4.1/5 (347 download)

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Book Synopsis Private Banking in Europe by : Lynn Bicker

Download or read book Private Banking in Europe written by Lynn Bicker and published by Routledge. This book was released on 2013-02-01 with total page 222 pages. Available in PDF, EPUB and Kindle. Book excerpt: Private banking is one of the highest growth and most profitable financial businesses in Europe. A large proportion of the market remains untapped and the 1990s are likely to bring significant expansion in developing countries. Private Banking in Europe provides new insights into the private banking industry, its growth and future, and emerging opportunities for private bankers and their clients. It debates the importance of global and local service; the potential dichotomy between the wealthy and the successful, and considers the private banking industry. A comparison of key players and their chosen markets and strategies is complemented by an exploration of the growth of intermediaries and unexpected competitiors. The work also includes a study of non-European influences. The book offers a valuable insight into private banking, through the eyes of the bankers themselves. The final chapter is devoted to private bankers' own view of their industry, their competition and future directions.

The World of Private Banking

Author : Iain L. Fraser
Publisher : Ashgate Publishing, Ltd.
ISBN 13 : 1409480445
Total Pages : 332 pages
Book Rating : 4.4/5 (94 download)

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Book Synopsis The World of Private Banking by : Iain L. Fraser

Download or read book The World of Private Banking written by Iain L. Fraser and published by Ashgate Publishing, Ltd.. This book was released on 2013-06-28 with total page 332 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a full and authoritative account of the history of private banking, beginning with its development in conjunction with the world markets served by and centred on a few European cities, notably Amsterdam and London. These banks were usually partnerships, a form of organization which persisted as the role of private banking changed in response to the political and economic transformations of the late 18th and early 19th centuries. It was in this period, and the succeeding Golden Age of private banking from 1815 to the 1870s, that many of the great names this book treats rose to fame: Baring, Rothschild, Mallet and Hottinger became synonymous with wealth and economic power, as German, French and the remarkably long-lasting Geneva banks flourished and expanded. The last parts of this study detail the way in which private banking adapted to the age of the corporate economy from the 1870s to the 1930s, the decline during and after the Great Depression and the post-war renaissance. It concludes with an appraisal of the causes and consequences of the modern expansion of private banking: no longer the exclusive preserve of partnerships, the management of investment portfolios of wealthy individuals and institutions is now a major concern of international joint-stock banks.

Private Banking in Europe

Author : Youssef Cassis
Publisher : Oxford University Press, USA
ISBN 13 : 0198735758
Total Pages : 316 pages
Book Rating : 4.1/5 (987 download)

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Book Synopsis Private Banking in Europe by : Youssef Cassis

Download or read book Private Banking in Europe written by Youssef Cassis and published by Oxford University Press, USA. This book was released on 2015 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: For centuries private bankers owned and managed their banks, usually with unlimited liability. In the mid-19th century they faced increasing competition. This book traces the rise and decline of this original form of banking, and its revival in the late 20th century as a response to the development of a new market - the management of personal wealth.