An in-depth look at business strategies for private wealth management firms
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
