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.…
Buy Global Private Banking and Wealth Management: The New Realities at Amazon
Fantastic book. Genuinely global perspective and bang up to date. includes difficult-to-get data on industry economics and benchmarks, a fascinating future perspective on industry growth, and incisive analysis of a vast range of surveys and reports that I (a financial services strategy veteran) never knew existed. Very clear and well written. Invaluable for helping our organisatn develop a wealth management strategy.
A book any banking professionnal should read to understand the stategics underlying the wealth management industrie.
If you are experienced wealth manager of just starting the carrier in this book you will find everything you need – from most recent trends in the market to client profiling, segmentation to business structures. That is the book I was looking for ages. My respect and acknowledgement to the author.