Global Private Banking and Wealth Management: The New Realities私人银行与财富管理
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作者： David Maude 著
出 版 社：
出版时间： 2006-8-1字数：版次： 1页数： 346印刷时间： 2006/08/01开本： 16开印次： 1纸张： 胶版纸I S B N ： 9780470854211包装： 精装内容简介
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.
作者简介
DAVID MAUDE is an independent consultant. A former consultant at McKinsey & Company, he serves financial institutions around the world, advising on their key strategic, organisational and operational issues. He has also worked in strategy for Barclays, and spent six years as a senior economist at the Bank of England and HM Treasury. He co-authored the pioneering Euromoney book, Private Banking: Maximising Performance in a Competitive Market, published in 1996. He may be contacted at david_maude@lycos.co.uk.
目录
Preface
Acknowledgements
1Global Market Overview
1.1 The wealth management market
1.1.1 Investment mandates
1.1.2 Offshore versus onshore
1.1.3 Market size and growth
Box 1.1 Wealth market measurement methodologies: lies, damn lies an wealth statistics?
1.2 Key wealth drivers
1.2.1 Generic drivers
Box 1.2 US Wealth Dynamics
1.2.2 Regional drivers
1.3 Industry economics
1.3.1 Value drivers and key performance indicators
1.4 Competitive landscape
1.4.1 Industry concentration
2 Industry Challenges: New and Old
2.1 Clients
2.2 Products, pricing and channels
2.2.1 Products
2.2.2 Pricing
2.2.3 Channels
2.3 Competitors and business models
2.4 External environment
3 Clients
3.1 Key characteristics
3.1.1 Sophistication
3.1.2 Advice
3.1.3 Buying behaviour
3.1.4 Relationship fragmentation
3.1.5 Regional differences
3.2 Client segmentation
3.2.1 Traditional high-level segmentation: the wealth pyramid
3.2.2 Other segmentation criteria
Box 3.1 Ultra-high net worth individuals
3.2.3 Multiple segmentation criteria
3.2.4 New segments and subsegments
Box 3.2 Client segmentation at Courts
Box 3.3 Professional sports players
3.3 Client value management
3.3.1 Client acquisition
3.3.2 Client development
3.3.3 Client retention
4 New Products and Pricing
4.1 New products and services
4.1.1 The advisory process
4.1.2 Tracker-related products
4.1.3 Structured products
Box 4.1 Islamic private banking
4.1.4 Alternative investments
Box 4.2 Co-investment
Box 4.3 Structured products and alternative investments - success in advice-led selling
4.1.5 Property and real estate
Box 4.4 Investment performance measurement
4.1.6 Lending services
4.1.7 Other products and services
4.2 Product sourcing and management
Box 4.5 Multi-manager fund structures
Box 4.6 Product management discipline
4.3 Pricing
Box 4.7 Pricing discipline
5 Distribution Channels
5.1 Relationship managers
5.1.1 Roles
5.1.2 Organisation and structure
5.1.3 Sales effectiveness
Box 5.1 Increasing the time in front of clients
5.1.4 The 'war for talent'
5.2 Other traditional channels
5.2.1 Referral agents
5.2.2 Branches
5.2.3 Client reporting
……
6 Players
7 Operational Excellence
8 Organisational Design
9 Regulatory and Tax Issues
10 The Future
Appendices
Glossary of Terms Bibliography
Index
