Collardi Private Banking

Building a Culture of Excellence
1. Auflage 2012
ISBN: 978-0-470-82698-0
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 288 Seiten, E-Book

Reihe: Wiley Finance Editions

An insightful overview of the keys to world-class client servicein the private banking sector
As the number of wealthy individuals around the world increases,private banking and wealth management companies have grown to keeppace. After the fast growth the long term success is predicated onboth winning and keeping clients, making a client-centricmodel a must. Private Banking: Building a Culture ofExcellence provides a clear, easy-to-follow guide to building acommitted base, written by an industry expert.
Presenting an overview of the elements required to build asuccessful and client-focused private bank that delivers the kindof care and excellence wealthy clients demand, the book evenincludes real-life examples for a better understanding ofconcepts and, to help you achieve your goal.
* Outlines how to implement a practical strategy for success inthe growing private banking sector
* Explores the key drivers in the private banking industry aswell as the most recent developments in the environment to help youstay on top of customer demands
* Includes case studies and other resources to show the keys toprivate banking done right in action
Private Banking provides useful, hands-on advice forbuilding a strong, lasting business in the private bankingsector.

Autoren/Hrsg.

Collardi, Boris F. J.

Inhaltsverzeichnis

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 OperationalStrategy 23
CHAPTER 4 Forces Shaping the Regulatory Environment 45
CHAPTER 5 Putting Clients at the Centre 63
CHAPTER 6 Beyond Products--Offering Tailored Solutions91
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

Über Autor(innen)

BORIS F.J. COLLARDI is Chief Executive Officer of JuliusBaer Group Ltd., the leading pure-play private banking group, basedin Switzerland. He oversees all operational issues on both anational and international scale. Before joining Julius Baer in2006, Collardi spent twelve years with Credit Suisse andcontributed significantly to its successful build-up and theexpansion of its private banking business in both Europe and Asia.During his years with Credit Suisse, he attained the positions ofchief financial officer and head of the corporate centre within CSPrivate Banking. Collardi combines extensive leadership experiencewith proven expertise in the successful implementation of ambitiousstrategic projects. His international work experience stems fromsix years spent in Asia and the UK.