The World Of Private Banking

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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.

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.

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.

The World of Private Banking

Author : Youssef Cassis
Publisher :
ISBN 13 :
Total Pages : 302 pages
Book Rating : 4.:/5 (15 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 . This book was released on 2009 with total page 302 pages. Available in PDF, EPUB and Kindle. Book excerpt:

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.

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.

Banking the World

Author : Robert Cull
Publisher : MIT Press
ISBN 13 : 0262544016
Total Pages : 519 pages
Book Rating : 4.2/5 (625 download)

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Book Synopsis Banking the World by : Robert Cull

Download or read book Banking the World written by Robert Cull and published by MIT Press. This book was released on 2021-08-03 with total page 519 pages. Available in PDF, EPUB and Kindle. Book excerpt: Experts report on the latest research on extending access to financial services to the 2.5 billion adults around the world who lack it. About 2.5 billion adults, just over half the world's adult population, lack bank accounts. If we are to realize the goal of extending banking and other financial services to this vast “unbanked” population, we need to consider not only such product innovations as microfinance and mobile banking but also issues of data accuracy, impact assessment, risk mitigation, technology adaptation, financial literacy, and local context. In Banking the World, experts take up these topics, reporting on new research that will guide both policy makers and scholars in a broader push to extend financial markets. The contributors consider such topics as the complexity of surveying people about their use of financial services; evidence of the impact of financial services on income; the occasional negative effects of financial services on poor households, including disincentives to work and overindebtedness; and tools for improving access such as nontraditional credit scores, financial incentives for banking, and identification technologies that can dramatically reduce loan default rates.

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.

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 : Boris F. J. Collardi
Publisher : John Wiley & Sons
ISBN 13 : 0470824379
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 2012-10-23 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.

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.

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 : 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.

Global Banking

Author : Roy C. Smith
Publisher : Oxford University Press, USA
ISBN 13 : 019803072X
Total Pages : 449 pages
Book Rating : 4.1/5 (98 download)

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Book Synopsis Global Banking by : Roy C. Smith

Download or read book Global Banking written by Roy C. Smith and published by Oxford University Press, USA. This book was released on 2003-02-25 with total page 449 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a revision of the business of global banking. With the increased globalization of the world economy few sectors are the equal of banking and financial services in dynamism or structural change. Roy C. Smith and Ingo Walter assess this transformation-its causes, its course and its consequences. They begon by examining international commercial banking, including the issue of cross-border risk evaluation and exposure management, and the creation of a viable regulatory framework in a global competitive context. hey then undertake a parallel assessment of international investment banking, linking the two by means of a bridge chapter. Finally, they focus on the factors that determine winners and losers in these markets and explore the problems of strategic position and execution.

Gentlemen Bankers

Author : Susie J. Pak
Publisher : Harvard University Press
ISBN 13 : 0674075579
Total Pages : 367 pages
Book Rating : 4.6/5 (74 download)

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Book Synopsis Gentlemen Bankers by : Susie J. Pak

Download or read book Gentlemen Bankers written by Susie J. Pak and published by Harvard University Press. This book was released on 2013-06-10 with total page 367 pages. Available in PDF, EPUB and Kindle. Book excerpt: Gentlemen Bankers investigates the social and economic circles of one of America’s most renowned and influential financiers to uncover how the Morgan family’s power and prestige stemmed from its unique position within a network of local and international relationships. At the turn of the twentieth century, private banking was a personal enterprise in which business relationships were a statement of identity and reputation. In an era when ethnic and religious differences were pronounced and anti-Semitism was prevalent, Anglo-American and German-Jewish elite bankers lived in their respective cordoned communities, seldom interacting with one another outside the business realm. Ironically, the tacit agreement to maintain separate social spheres made it easier to cooperate in purely financial matters on Wall Street. But as Susie Pak demonstrates, the Morgans’ exceptional relationship with the German-Jewish investment bank Kuhn, Loeb & Co., their strongest competitor and also an important collaborator, was entangled in ways that went far beyond the pursuit of mutual profitability. Delving into the archives of many Morgan partners and legacies, Gentlemen Bankers draws on never-before published letters and testimony to tell a closely focused story of how economic and political interests intersected with personal rivalries and friendships among the Wall Street aristocracy during the first half of the twentieth century.

The Ultra High Net Worth Bankers Handbook

Author : Heinrich Weber
Publisher : Harriman House Limited
ISBN 13 : 0857190296
Total Pages : 200 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis The Ultra High Net Worth Bankers Handbook by : Heinrich Weber

Download or read book The Ultra High Net Worth Bankers 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: Estimates show that there are around 20,000 Ultra High Net Worth individuals in existence today, each with bankable assets in excess of $50 million. Between them they possess a wealth of $5,000 billion, 10% of the world's estimated total wealth. The UHNW wealth management business is therefore a critically important as well as complex part of modern finance. It exists within a "client-banker-bank" triangle and is influenced by serious exogenous factors in political, economic and fiscal environments, as well as by numerous emotional, familial and personal dimensions. In this book the authors address these complex relationships, serving as guides and advisors for UHNW bankers, banks and clients alike. The authors' clients have taught them that the three major frustrations for private banking clients are bad performance, bad communication with the banker, and confusion in the face of poorly explained financial processes. In the first part of the book the authors offer their expert solutions to these problems and, in the second, help to eliminate confusion by explaining UHNW financial processes as clearly and simply as possible. The authors mix authoritative advice, gained from long careers in wealth management, with anecdotes and narrative, to make the book approachable as well as informative. The book also contains five major case studies that help to exemplify certain elements involved in UHNW banking across the world, including the importance and impact of: family values and governance; client confidence and connections; cultural and religious considerations; philanthropy; market crises and volatility; portfolio diversity and enterprise management. This book is for private bankers who work or aim to work in the Ultra High Net Worth field, the most sought-after and secluded high-end client segment of private banking and wealth management. For UHNW clients, this book is a guide on how to deal with your bankers and what you can expect from them, depicting the view from the other side of the table. And for the management of a private bank or private banking division of a financial institution, this book will serve as an essential introduction on how to improve performance. Expert, in-depth and accessible, The Ultra High Net Worth Banker's Handbook is the ultimate guide to this area of modern finance.

Private Banking in Europe

Author : Youssef Cassis
Publisher : OUP Oxford
ISBN 13 : 0191054615
Total Pages : 264 pages
Book Rating : 4.1/5 (91 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 OUP Oxford. This book was released on 2015-08-20 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: Private bankers have been defined as owner-managers of their bank, irrespective of their type of activity, which could be in any field of banking, sometimes in conjunction with another one, especially commerce in the earlier periods. Analysing the experiences of European private bankers from the early modern period to the early twenty-first century, this book starts by examining the slow emergence of specialist private bankers, largely from amongst those who provided commercial credit. This initial consideration culminates in a focus upon the roles that they played, both during the onset of the continent's industrialization, and in orchestrating the finances of the emerging world economy. Its second theme is private banking's waning importance with the rise of joint-stock competitors, which became increasingly apparent in Britain during the mid-nineteenth century, and elsewhere within Europe some decades later. Lastly, attention is paid to the decline of private bankers in the twentieth century -a protracted and uneven decline, combined with the persistence and even the enduring success of some segments of the profession. It concludes with the revival of private banking in the late twentieth century as a response to the development of a new market - the management of personal wealth.