Business Strategy in Private Wealth Management

Created for banking and finance professionals with a desire to expand their management skillset, this book focuses on business strategy for firms in the private wealth management industry. It was written by the experts at the world-renowned Hong Kong Institute of Bankers, an organization dedicated to providing the international banking community with education and training.

• Reveals strategies for integrating cross border investment services for the greater China region
• Explains the differences between the local and global wealth management scene and the different needs of high-net-worth clients
• Offers insight on leading and managing a wealth management team to deliver a wide range of investment solutions
• Examines the market characteristics of the wealth management industry in the greater China region