Estimates show that there are around 20,000 Ultra High Net Worth
individuals in existence today, each with bankable assets in excess
of $50 million. Between them they possess a wealth of $5,000
billion, 10 per cent of the world's estimated total wealth. The
UHNW wealth management business is therefore a critically important
as well as complex part of modern finance. It exists within a
'client-banker-bank' triangle and is influenced by serious
exogenous factors in political, economic and fiscal environments,
as well as by numerous emotional, familial and personal dimensions.
In this book, the authors address these complex relationships,
serving as guides and advisors for UHNW bankers, banks and clients
alike. The authors' clients have taught them that the three major
frustrations for private banking clients are bad performance, bad
communication with the banker, and confusion in the face of poorly
explained financial processes. In the first part of the book, the
authors offer their expert solutions to these problems and, in the
second, help to eliminate confusion by explaining UHNW financial
processes as clearly and simply as possible. The authors mix
authoritative advice, gained from long careers in wealth
management, with anecdotes and narrative, to make the book
approachable as well as informative. The book also contains five
major case studies that help to exemplify certain elements involved
in UHNW banking across the world, including the importance and
impact of: family values and governance; client confidence and
connections; cultural and religious considerations; philanthropy;
market crises and volatility; and, portfolio diversity and
enterprise management. This book is for private bankers who work or
aim to work in the Ultra High Net Worth field, the most
sought-after and secluded high-end client segment of private
banking and wealth management. For UHNW clients, this book is a
guide on how to deal with your bankers and what you can expect from
them, depicting the view from the other side of the table. And for
the management of a private bank or private banking division of a
financial institution, this book will serve as an essential
introduction on how to improve performance. Expert, in-depth and
accessible, "The Ultra High Net Worth Banker's Handbook" is the
ultimate guide to this area of modern finance.
General
Is the information for this product incomplete, wrong or inappropriate?
Let us know about it.
Does this product have an incorrect or missing image?
Send us a new image.
Is this product missing categories?
Add more categories.
Review This Product
No reviews yet - be the first to create one!
Welcome to Loot.co.za!
Sign in / Register |Wishlists & Gift Vouchers |Help | Advanced search
