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

by David Maude

List Price:$105.00
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Average Rating:5 out of 5 stars
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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.


All Customer Reviews
Average Customer Review:5 out of 5 stars
0 of 0 people found the following review helpful:

5 out of 5 starsGreat Compilation of Industry Fundamentals, 2008-10-02
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.


0 of 0 people found the following review helpful:

4 out of 5 starsInsightful survey of the private banking and wealth management industry, 2007-11-28
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.


0 of 0 people found the following review helpful:

5 out of 5 starsThe book I was looking for ages, 2007-08-14
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.


3 of 4 people found the following review helpful:

5 out of 5 starsA fantastic book, 2007-01-15
A book any banking professionnal should read to understand the stategics underlying the wealth management industrie.


7 of 9 people found the following review helpful:

5 out of 5 starsExceptionally useful book, 2006-09-06
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.




Price is accurate as of the date/time indicated. Prices and product availability are subject to change. Any price displayed on the Amazon website at the time of purchase will govern the sale of this product.
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