Contents
Chapter 1: A Framework for Excellence in Private Banking
Chapter 2: What is Driving Private Banking?
An Industry in the Midst of Change
Chapter 3: Finding the Right Organisation and Operational Strategy
Organisational Forms and Trends
Chapter 4: Forces Shaping the Regulatory Environment
How Regulators and the Industry are Addressing Global and National Concerns
Appendix: Some Key Regulatory Bodies and Legislation
Chapter 5: Putting Clients at the Centre
Making Sense of Client Diversity
Current Segmentation Practices
Snapshot of Segmentation Criteria
Retaining Clients Over the Long Term
Chapter 6: Beyond Products—Offering Tailored Solutions
Has Volatility Become the New “Norm”?
The Role of Financial Services and Products in Wealth Creation
Adapting to a Changing Environment
Matching Client Needs to Products and Services
Appendix 1: Overview of the Most Common Financial Products
Appendix 2: Key Criteria in the Selection of Funds and Funds of Funds
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