The ultra high net worth banker's handbook
The Ultra High Net Worth wealth management business is complex part of modern finance. It exists within a 'client-banker-bank' triangle and is influenced by serious exogenous factors in political, economic and fiscal environments, as well as by numerous emotional, familial and personal dim...
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| Language: | English |
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Petersfield, Hampshire:
Harriman House,
c2009.
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Table of Contents:
- 1. The UHNW client
- 2. UHNWI case studies
- 3. About wealthy families
- 4. Introduction to UHNW banking
- 5. The mission of the UHNW banker
- 6. Building the UHNW business
- 7. Skills
- 8. Mindset
- 9. Our personal recommendations