Book description
An insightful overview of the keys to world-class client service in
the private banking sector
As the number of wealthy individuals around the world increases,
private banking and wealth management companies have grown to keep
pace. After the fast growth the long term success is predicated on
both winning and keeping clients, making a client-centric model
a must. Private Banking: Building a Culture of Excellence
provides a clear, easy-to-follow guide to building a committed base,
written by an industry expert.
Presenting an overview of the elements required to build a successful
and client-focused private bank that delivers the kind of care and
excellence wealthy clients demand, the book even includes real-life
examples for a better understanding of concepts and, to help you
achieve your goal.
- Outlines how to implement a practical strategy for success in the
growing private banking sector
- Explores the key drivers in the private banking industry as well
as the most recent developments in the environment to help you stay
on top of customer demands
- Includes case studies and other resources to show the keys to
private banking done right in action
Private Banking provides useful, hands-on advice for building a
strong, lasting business in the private banking sector.
BORIS F. J. COLLARDI is Chief Executive Officer of Julius Baer
Group Ltd., the leading pure-play private banking group, based in
Switzerland. He oversees all operational issues on both a national and
international scale. Before joining Julius Baer in 2006, Collardi
spent twelve years with Credit Suisse and contributed significantly to
its successful build-up and the expansion of its private banking
business in both Europe and Asia. During his years with Credit Suisse,
he attained the positions of chief financial officer and head of the
corporate centre within CS Private Banking. Collardi combines
extensive leadership experience with proven expertise in the
successful implementation of ambitious strategic projects. His
international work experience stems from six years spent in Asia and
the UK.
