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Table Of Contents

Client privacy
Information leakage as an operational risk
Private bankers and client identity protection
In search of excellence
1. The UHNW Client
Some statistics about UHNW
UHNW’s importance within the banks
What do clients want?
Profiling UHNWIs
Family structure and the family company
2. UHNWI Case Studies
Investigating strategy, execution and risks
Example 1: Europe
Example 2: Middle East
Example 3: Latin America
Example 4: USA
Example 5: Asia
3. About Wealthy Families
The family business and the family in business
The financial family
Family complexities and the typical family setup
Introduction to the major challenges
Lack of diversification
Do we know what families need to do?
4. Introduction to UHNW Banking
The banker’s focus
Schematic view of UHNW banking
Service quality: snakes and ladders
About beliefs and behaviours
5. The Mission of the UHNW Banker
Strategic advice
Wealth structuring and planning
Corporate finance, M&A and monetisation
Asset management
Risk management
6. Building the UHNW Business
How to position yourself amongst the multiple providers
How to work with the family officer
How to lose an UHNW client
7. Skills
Resource management
Controlling procrastination
High performance
Managing uncertainty
managing uncertainty
8. Mindset
Adding value to your clients
Know your strengths and weaknesses
Your brand
9. Our Personal Recommendations
Build trust, avoid tragedies
Become a lifelong learner
Be professional through preparation
Intentional empathy
The most important questions for success
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Ultrahigh Worth Handbook

Ultrahigh Worth Handbook

Ratings: (0)|Views: 1,815 |Likes:
Published by 18XIII

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Published by: 18XIII on May 09, 2011
Copyright:Attribution Non-commercial


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