Global Private Banking and Wealth Management: The New Realities私人银行与财富管理 pmlz 2025 pdf 下载 kindle mobi docx 百度云

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.

Preface

Acknowledgements

1　Global 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

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, an

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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.