Private Banking and Wealth Management

Private Banking and Wealth Management provides the critical knowledge and the range of skills, techniques and practices required by financial services professionals to allow them to understand the wealth management environment, and the specialized nature of private banking facilities.

The book deals with an extensive, detailed and critical knowledge and understanding of private banking clients and their needs. It will allow the reader to develop a range of skills, techniques and practices to understand the wealth management environment and to create an ability to apply knowledge and understanding of private banking and wealth management by critical analysis, evaluation and synthesis of complex issues and to use this knowledge and the skills in developing effective customer relationships with private banking clients.