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008			060215s2006 enka b 001 0 eng
010			_a 2006005378
020			_a0470854219
020			_a9780470854211
040			_aDLC _cDLC _dDLC _beng
041			_aeng
042			_apcc
050	1	4	_aHG 1978 _bM447g 2006
082	0	0	_a332.1/23
100	1		_aMaude, David _937702
245	1	0	_aGlobal private banking and wealth management : _bthe new realities / _cDavid Maude.
260			_aChichester, West Sussex, England ; _aHoboken, N.J. : _bJ. Wiley & Sons, _c2006.
300			_axii, 346 pages : _billustrations ; _c25 cm.
440		0	_a Wiley finance series _930969
504			_aIncludes bibliographical references and index.
505	0		_aPreface. Acknowledgements. 1. Global Market Overview. 1.1 The wealth management market. 1.2 Key drivers. 1.3 Industry economics. 1.4 Competitive landscape. 2. Industry Challenges: New and Old. 2.1 Clients. 2.2 Products, pricing and channels. 2.3 Competitors and business models. 2.4 External environment. 3. Clients. 3.1 Key characteristics. 3.2 Client segmentation. 3.3 Client value management. 4. New Products and Pricing. 4.1 New products and services. 4.2 Product sourcing and management. 4.3 Pricing. 5. Distribution Channels. 5.1 Relationship managers. 5.2 Other traditional channels. 5.3 New and emerging channels. 5.4 Multichannel management. 6. Players. 6.1 Types of players. 6.2 Business system upheaval. 6.3 Consolidation. 7. Operational Excellence. 7.1 Smart operational sourcing. 7.2 Lean operations. 7.3 Technology transformation. 7.4 Value-added support services. 7.5 Instilling operational excellence. 8. Organisational Design. 8.1 Organisational structure. 8.2 Business unit interfaces. 8.3 International dimension. 9. Regulatory and Tax Issues. 9.1 Money laundering vulnerability. 9.2 Regulatory initiatives. 9.3 Tax initiatives. 10. The Future. 10.1 Introduction. 10.2 Sources of new profitable growth. 10.3 Future industry structure. 10.4 Critical success factors. 10.5 Conclusions. Appendices. Appendix 1: Country wealth market analyses. Appendix 2: FATF 40 recommendations. Appendix 3: FATF special recommendations on terrorist financing. Appendix 4: The Wolfsberg anti-money-laundering principles. Glossary of Terms. Bibliography. Index.
520			_aWealth 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.
650		0	_aPrivate banks.
650		4	_aBancos privados _933500
650		0	_aBanks and banking _xCustomer services.
650		4	_aBancos _xServicio al cliente _937939
650		0	_aWealth _xManagement.
856	4	1	_3Table of contents only _uhttp://www.loc.gov/catdir/toc/ecip068/2006005378.html
856	4	2	_3Publisher description _uhttp://www.loc.gov/catdir/enhancements/fy0643/2006005378-d.html
856	4	2	_3Contributor biographical information _uhttp://www.loc.gov/catdir/enhancements/fy0741/2006005378-b.html
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942			_2lcc _cBK
946			_isba
999			_c121802 _d121802