This book analyzes the segment of banking servicesthat focus on families and family-owned businesses, within the private banking business, by examining synergies among the various financial integrated activities and by offering ideas on how to develop new business opportunities. (JSD) Table of...

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'...

This paper examines the different fiduciary and regulatory standards applicable to bank trust departments, securities brokers, and investment advisers and suggests guidelines for managing conflicts of interest in the wealth management business

This paper investigates optimal decisions for private banking development in China under two innovative organizational structures-the big retail mode (BRM) and the independent development mode (IDM). Under the BRM, the retail and private banking divisions form a cooperative relationship wherein...