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" The ultra high net worth banker's handbook "
Heinrich Weber & Stephan Meier.
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BL
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| Record Number
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768470
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| Doc. No
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b588457
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| Main Entry
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Heinrich Weber Stephan Meier.
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| Title & Author
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The ultra high net worth banker's handbook\ Heinrich Weber Stephan Meier.
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| Publication Statement
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Petersfield, Hampshire : Harriman House, 2009
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| Page. NO
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xxiii, 269 pages ; 24 cm
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| ISBN
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1905641753
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: 9781905641758
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| Contents
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Introducing UHNW Banking - Client privacy - Information leakage as an operational risk - Private bankers and client identity protection - In search of excellence Part I: UHNW Clients 1. The UHNW Client - Some statistics about UHNW - UHNW's importance within the banks - What do clients want? - Profiling UHNWIs - Family structure and the family company 2. UHNWI Case Studies - Introduction - Investigating strategy, execution and risks - Example 1: Europe - Example 2: Middle East - Example 3: Latin America - Example 4: USA - Example 5: Asia 3. About Wealthy Families - The family business and the family in business - The financial family - Family complexities and the typical family setup - Introduction to the major challenges - Dilution - Disputes - Tax - Lack of diversification - Isolation - Do we know what families need to do? Part II: UHNW Banking 4. Introduction to UHNW Banking - The banker's focus - Universal model of private banking - Schematic view of UHNW banking - Service quality: Snakes and Ladders - About beliefs and behaviours - Service universe: monetising, asset management, wealth structuring 5. The Mission of the UHNW Banker - Strategic advice - Wealth structuring and planning - Corporate finance, M&A and Monetisation - Asset management - Risk management 6. Building the UHNW Business - How to position yourself amongst the multiple providers - How to work with the family officer - How to lose an UHNW client 7. Skills - Resource management - Controlling procrastination - High performance - Communication - Intelligence - Managing uncertainty 8. Mindset - Adding value to your clients - Know your strengths and weaknesses - Your brand 9. Our Personal Recommendations - Build trust, avoid tragedies - Become a lifelong learner - Be professional through preparation - Intentional empathy - Focus - The most important questions for success Conclusion Bibliography Index
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| Subject
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Banks and banking -- Handbooks, manuals, etc.
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| Subject
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Banks and banking.
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| Subject
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Rich people -- Finance, Personal.
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| LC Classification
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HG1611.H456 2009
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| Added Entry
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Heinrich Weber
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Stephan Meier
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