有关Private Banking私人银行 The Ultra High Net Worth Banker's Handbook

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有关Private Banking私人银行、Wealth Management 财富管理




The Ultra High Net Worth Banker's Handbook

By Heinrich Weber, Stephan Meier




I. What is an ultra high net worth individual?
II. What are the requirements of an ultra high net worth individual?
III. How to provide services to an ultra high net worth individual



Estimates show that there are around 20,000 Ultra High Net Worth individuals in existence today, each with bankable assets in excess of $50 million. Between them they possess a wealth of $5,000 billion, 10% of the world's estimated total wealth. The UHNW wealth management business is therefore a critically important as well as complex part of modern finance. It exists within a "client-banker-bank" triangle and is influenced by serious exogenous factors in political, economic and fiscal environments, as well as by numerous emotional, familial and personal dimensions. In this book the authors address these complex relationships, serving as guides and advisors for UHNW bankers, banks and clients alike.


The authors' clients have taught them that the three major frustrations for private banking clients are bad performance, bad communication with the banker, and confusion in the face of poorly explained financial processes. In the first part of the book the authors offer their expert solutions to these problems and, in the second, help to eliminate confusion by explaining UHNW financial processes as clearly and simply as possible.


The authors mix authoritative advice, gained from long careers in wealth management, with anecdotes and narrative, to make the book approachable as well as informative. The book also contains five major case studies that help to exemplify certain elements involved in UHNW banking across the world, including the importance and impact of: family values and governance; client confidence and connections; cultural and religious considerations; philanthropy; market crises and volatility; portfolio diversity and enterprise management.


This book is for private bankers who work or aim to work in the Ultra High Net Worth field, the most sought-after and secluded high-end client segment of private banking and wealth management. For UHNW clients, this book is a guide on how to deal with your bankers and what you can expect from them, depicting the view from the other side of the table. And for the management of a private bank or private banking division of a financial institution, this book will serve as an essential introduction on how to improve performance.


Expert, in-depth and accessible, The Ultra High Net Worth Banker's Handbook is the ultimate guide to this area of modern finance.

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关键词：handbook Banking Private Banker worth Management Banking Private Wealth

推荐给有意从事私人银行和其他有兴趣者，并附送两篇有关私人银行的两个文档（免费）：


1）沃尔顿学院-私人财富管理 Private Wealth Management
     http://www.pinggu.org/bbs/viewthread.php?tid=854834&page=1&extra=

2）美林 Merrill Lynch Wealth: How the World's High-Net-Worth Grow, Sustain, and Manage Their Fortunes
     http://www.pinggu.org/bbs/thread-854820-1-1.html

3）Personal Wealth from a Global Perspective
     http://www.pinggu.org/bbs/thread-854812-1-1.html

4）财富管理 Wealth Management in New Economy
     http://www.pinggu.org/bbs/thread-854825-1-1.html

5）有关Private Banking私人银行 The Ultra High Net Worth Banker's Handbook
      http://www.pinggu.org/bbs/thread-854081-1-1.html


在本网站还能搜寻到非常多的相关好资料，以上只是其中一部分。谢谢！

thanks for sharing

有点贵了，这么多个。。。没有足够的钱币。。。

thx for sharing

谢谢楼主

Thanks