How should wealth managers and private bankers find and serve the wealthy - particularly in developing countries? Several banks and consulting firms provide market sizing estimates for the number of high net worth and ultra-high net worth individuals. However, it is still an open question...

Since the global financial crisis, Asian regulators have strived to curb the misselling of wealth management products by strengthening product disclosure, enhancing suitability assessments and conducting product intervention. However, much less attention has been paid to financial institutions'...

The paper examines the features of private banking business focusing on the substantial growth in private banking over the last decade as commercial banks have targeted upmarket high net worth individuals. The accumulation of wealth has prompted the development of private banking services for...

This paper assesses a performance evaluation framework for wealth management (WM) banks. We propose a method that combines the analytic hierarchy process (AHP) with the assurance region (AR) model of data envelopment analysis (DEA) to enable a consensus decision. We also present several...