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Global Private Banking and Wealth Management: The New Realities (The Wiley Finance Series)

Global Private Banking and Wealth Management: The New Realities (The Wiley Finance Series)

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Author: David Maude
Publisher: Wiley
Category: Book

List Price: $105.00
Buy New: $52.02
You Save: $52.98 (50%)



New (29) Used (9) from $52.02

Rating: 5.0 out of 5 stars 5 reviews
Sales Rank: 140089

Media: Hardcover
Pages: 360
Number Of Items: 1
Shipping Weight (lbs): 1.7
Dimensions (in): 9.8 x 6.5 x 1.1

ISBN: 0470854219
Dewey Decimal Number: 332.123
EAN: 9780470854211
ASIN: 0470854219

Publication Date: August 30, 2006
Availability: Usually ships in 1-2 business days
Shipping: International shipping available
Condition: Brand new book delivered from the UK in 10-14 days.

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  • Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases (Wiley Finance)

Editorial Reviews:

Product Description
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.


Customer Reviews:

5 out of 5 stars Great Compilation of Industry Fundamentals   October 2, 2008
Kenneth Paul Dicicco (Shanghai, China)
I have just started my career in the Wealth Mgt industry, and I was looking for material to help me accelerate my learning curve. Mr. Maude's compilation of industry fundamentals was a great foundation to build upon. The book clearly goes thru the fragmented market, key players, products and down to regional and cultural differences of clients. Refrences and sources of much of the information in the book came from CapGemini/Merril Lynch, Boston Consulting Group, McKinsey, Smith Barney and more. With the feel of an MBA textbook, the intent is clearly to educate the reader.


4 out of 5 stars Insightful survey of the private banking and wealth management industry   November 28, 2007
Rolf Dobelli (Luzern Switzerland)
In this lengthy and detailed survey of the private banking and wealth management business, David Maude offers a picture of the current condition of the industry and provides historical detail about how the very wealthy manage their affairs. His objective and balanced chapters examine the challenges confronting the business today, as client relationships change, and he offers a vision for the future. This book probably belongs on the shelf of those in the private banking and wealth management business, or those rich enough to need the advice. We recommend it to anyone with an interest in how other people's money is managed.


5 out of 5 stars The book I was looking for ages   August 14, 2007
Marius Ciuzelis (Lithuania)
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.


5 out of 5 stars A fantastic book   January 15, 2007
Petrou (france)
3 out of 4 found this review helpful

A book any banking professionnal should read to understand the stategics underlying the wealth management industrie.


5 out of 5 stars Exceptionally useful book   September 6, 2006
MT (London, UK)
7 out of 9 found this review helpful

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.

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