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-fo... [Read More]
Wealth management is one of the areas in which banks and other personal financial services players are investing heavily. But the market is changing fast. Going forward, players therefore need to adapt their strategies to the new realities: what worked in the past will not, for the most part, be appropriate in the future. This unique book, written by a former McKinsey consultant, offers an up-to-date, detailed, practical understanding of this exciting area of financial services.
A “stimulating” account of the capitalists who changed America in the late 19th and early 20th centuries, setting the stage for the 1929 crash and Great Depression (Kirkus Reviews). In the decades following the Civil War, America entered an era of unprecedented corporate expansion, with ultimate financial power in the hands of a few wealthy industrialists who exploited the system for everything it was worth. The Rockefellers, Fords, Morgans, and Vanderbilts were the “lords of creation” who, along with like-minded magnates, controlled the economic destiny of the country, unrestrained by... [Read More]
Quicken; Starter 2019 - Simplify & organize your money See all your accounts in one place Download transactions from bank & credit card accounts automatically1 Categorize expenses to see exactly where your money goes Conveniently access, download & pay your bills directly from Quicken [NEW] Access Quicken on the go with free web & mobile app2 Included in every Quicken: Receive free phone and chat assistance from official Quicken customer support.1 Always have the latest updates for free as soon as they are released. 1 Get 5 GB of secure backup for your Quicken files with Dropbox. 1 CD ... [Read More]
The tools and information that build effective compliance programs Enterprise Compliance Risk Management: An Essential Toolkit for Banks and Financial Services is a comprehensive narrative on managing compliance and compliance risk that enables value creation for financial services firms. Compliance risk management, a young, evolving yet intricate discipline, is occupying center stage owing to the interplay between the ever increasing complexity of financial services and the environmental effort to rein it in. The book examines the various facets of this layered and nuanced subject. Enterpris... [Read More]
Sueway Women's Small Card Holder Canvas Leather Mini Cute Coin Purse Fashion & Compact Design: Our wallet equipped with 8 card slots with a high quality button. Well fit your credit cards, debit cards, driver license, coupon, folded bills, key, coins and any small things. Easy access for daily necessary. Premium Material: Our Sueway wallet is made of high quality canvas leather which has speciil texture pattern and very durable. Compact & Slim Size: Our Sueway Card Holder is sizing 4.5''L * 3.0''W * 0.98''H (11.5*7.5*2.5 cm). It's slim enough to fit your coat, handbag, purse, travel bag,... [Read More]
Finally, all the rules of English grammar in one comprehensive book, explained in simple terms.The grammar book for the 21st century has arrived, from the language experts at Farlex International and TheFreeDictionary.com, the trusted reference destination with 1 billion+ annual visits. Farlex brings you the most comprehensive grammar guide yet: all the rules of English grammar, explained in simple, easy-to-understand terms. Over 500 pages of proper grammar instruction—2X more than the leading grammar book! Whether you're an expert or a beginner, there's always something new to learn when it... [Read More]
A complete framework for applications of behavioral finance in private banking, Behavioural Finance for Private Banking considers client needs specific to private banking like personal circumstances, objectives, and attitude to risk. This book includes the theoretical foundations of investment decision-making, an introduction to behavioral biases, an explanation of cultural differences in global business, a guide to asset allocation over the life cycle of the investment, and several case studies to illustrate how can be applied. A must-read for anyone in private banking, this book demonstrates... [Read More]
In the constantly evolving world of finance, a solid technical foundation is an essential tool for success. Due to the fast-paced nature of this world, however, no one has been able to take the time to properly codify the lifeblood of the corporate financier?s work?namely, valuation. Rosenbaum and Pearl have responded to this need by writing the book that they wish had existed when they were trying to break into Wall Street.Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions is a highly accessible and authoritative book that focuses on the primary valuation methodologi... [Read More]
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