Private Banking (eBook)

Building a Culture of Excellence

Boris F. J. Collardi (Autor)

eBook Download: PDF

2012 | 1. Auflage
288 Seiten
John Wiley & Sons (Verlag)
978-0-470-82698-0 (ISBN)

Infos

An insightful overview of the keys to world-class client service
in the private banking sector

As the number of wealthy individuals around the world increases,
private banking and wealth management companies have grown to keep
pace. After the fast growth the long term success is predicated on
both winning and keeping clients, making a client-centric
model a must. Private Banking: Building a Culture of
Excellence provides a clear, easy-to-follow guide to building a
committed base, written by an industry expert.

Presenting an overview of the elements required to build a
successful and client-focused private bank that delivers the kind
of care and excellence wealthy clients demand, the book even
includes real-life examples for a better understanding of
concepts and, to help you achieve your goal.

* Outlines how to implement a practical strategy for success in
the growing private banking sector

* Explores the key drivers in the private banking industry as
well as the most recent developments in the environment to help you
stay on top of customer demands

* Includes case studies and other resources to show the keys to
private banking done right in action

Private Banking provides useful, hands-on advice for
building a strong, lasting business in the private banking
sector.

Autor

BORIS F.J. COLLARDI is Chief Executive Officer of Julius Baer Group Ltd., the leading pure-play private banking group, based in Switzerland. He oversees all operational issues on both a national and international scale. Before joining Julius Baer in 2006, Collardi spent twelve years with Credit Suisse and contributed significantly to its successful build-up and the expansion of its private banking business in both Europe and Asia. During his years with Credit Suisse, he attained the positions of chief financial officer and head of the corporate centre within CS Private Banking. Collardi combines extensive leadership experience with proven expertise in the successful implementation of ambitious strategic projects. His international work experience stems from six years spent in Asia and the UK.

Inhalt

Preface ix

Acknowledgments xv

Chapter 1 A Framework for Excellence in Private Banking 1

Chapter 2 What Is Driving Private Banking? 7

Chapter 3 Finding the Right Organisation and Operational Strategy 23

Chapter 4 Forces Shaping the Regulatory Environment 45

Chapter 5 Putting Clients at the Centre 63

Chapter 6 Beyond Products--Offering Tailored Solutions 91
By Guido Ruoss

Chapter 7 Why Brand Matters 123

Chapter 8 Delivering a Superior Client Experience 145

Chapter 9 Understanding Service Excellence 165

Chapter 10 Winning the War for Talent 187

Chapter 11 Defining and Growing Leadership and Culture 215

Chapter 12 Measuring and Managing Performance 233

About the Author 255

Index 257

Produkt-Details

• Erscheint lt. Verlag: 1.8.2012
• Reihe/Serie: Wiley Finance Editions
• Reihe/Serie: Wiley Finance Editions
• Sprache: englisch
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Themenwelt: Betriebswirtschaft / Management ► Spezielle Betriebswirtschaftslehre ► Bankbetriebslehre
• Schlagworte: Bank • Finance & Investments • Finanz- u. Anlagewesen • Geld u. Bankwesen • Money & Banking
• ISBN-10: 0-470-82698-3 / 0470826983
• ISBN-13: 978-0-470-82698-0 / 9780470826980