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Short description Since private banking is a long-term industry, winning and keeping clients for a long time is key. Written by an expert in the field, World Class Private Banking presents a structured approach on how to get ahead in the private banking industry. This practical guidebook includes a detailed overview, including examples and a checklist, of private banking. This book also explores the recent changes in the private banking industries due to the new demands of the wealthy. This hands-on text provides the fundamentals to build a successful world-class bank.
From the contents Preface ix
CHAPTER 1 A Framework for Excellence in Private Banking 1
CHAPTER 2 What Is Driving Private Banking? 7
CHAPTER 3 Finding the Right Organisation and Operational Strategy 23
CHAPTER 4 Forces Shaping the Regulatory Environment 45