Global Private Banking and Wealth Management – The New Realities

Preface.
<p>Acknowledgements.</p>
<p>1. Global Market Overview.</p>
<p>1.1 The wealth management market.</p>
<p>1.2 Key drivers.</p>
<p>1.3 Industry economics.</p>
<p>1.4 Competitive landscape.</p>
<p>2. Industry Challenges: New and Old.</p>
<p>2.1 Clients.</p>
<p>2.2 Products, pricing and channels.</p>
<p>2.3 Competitors and business models.</p>
<p>2.4 External environment.</p>
<p>3. Clients.</p>
<p>3.1 Key characteristics.</p>
<p>3.2 Client segmentation.</p>
<p>3.3 Client value management.</p>
<p>4. New Products and Pricing.</p>
<p>4.1 New products and services.</p>
<p>4.2 Product sourcing and management.</p>
<p>4.3 Pricing.</p>
<p>5. Distribution Channels.</p>
<p>5.1 Relationship managers.</p>
<p>5.2 Other traditional channels.</p>
<p>5.3 New and emerging channels.</p>
<p>5.4 Multichannel management.</p>
<p>6. Players.</p>
<p>6.1 Types of players.</p>
<p>6.2 Business system upheaval.</p>
<p>6.3 Consolidation.</p>
<p>7. Operational Excellence.</p>
<p>7.1 Smart operational sourcing.</p>
<p>7.2 Lean operations.</p>
<p>7.3 Technology transformation.</p>
<p>7.4 Value–added support services.</p>
<p>7.5 Instilling operational excellence.</p>
<p>8. Organisational Design.</p>
<p>8.1 Organisational structure.</p>
<p>8.2 Business unit interfaces.</p>
<p>8.3 International dimension.</p>
<p>9. Regulatory and Tax Issues.</p>
<p>9.1 Money laundering vulnerability.</p>
<p>9.2 Regulatory initiatives.</p>
<p>9.3 Tax initiatives.</p>
<p>10. The Future.</p>
<p>10.1 Introduction.</p>
<p>10.2 Sources of new profitable growth.</p>
<p>10.3 Future industry structure.</p>
<p>10.4 Critical success factors.</p>
<p>10.5 Conclusions.</p>
<p>Appendices.</p>
<p>Appendix 1: Country wealth market analyses.</p>
<p>Appendix 2: FATF 40 recommendations.</p>
<p>Appendix 3: FATF special recommendations on terrorist financing.</p>
<p>Appendix 4: The Wolfsberg anti–money–laundering principles.</p>
<p>Glossary of Terms.</p>
<p>Bibliography.</p>
<p>Index.</p>