Private banking is one of the few areas in which banks and other personal financial services players continue to invest heavily. But over the last year or so there have been dramatic changes in the market. Going forward, players of all types therefore need to adapt their strategies to the new...

Titel -- Vorwort -- Inhaltsverzeichnis -- Herausgeber -- Autorenverzeichnis -- Digitalisierung im Private Banking und Wealth Management - Chancen und Herausforderungen -- 1 Einleitung -- 2 Herausforderungen -- 2.1 Alles Hype? -- 2.2 Kunden nicht vergessen -- 2.3 Bedeutung richtig einschätzen --...

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'...