6 1/2 X 9 1/5 in PART ONE: PRIVATE BANKING
Chapter 1: PRIVATE BANKING DEFINED
1. Introduction
2. Private B anking Clients
3. Organizational Challenges, Security and S ecrecy
4. A Private Banking Roadmap
5. The Rec ycling of Household Debt Through Private Banking
6. Synergy of Private Banking and Institutional Investors
7. A System Approach to Wealth Management
Chapter 2: KN OW YOUR CUSTOMER AND HIS/HER PROFILE
1. Introduction
2. The Sense of Professional Investment Services
3. Wealth Management in Accordance to the Client's Profile
4. Knowledge Engineering Is Assisting the Investor
5. A Finan cial Advisory System for Currency Exchange
6. Caveat Emptor and Accountability in Private Banking
Chapt er 3: BUSINESS OPPORTUNITY: FEES AND COMMISSIONS FROM PRIVATE BANKING < BR id='CRLF'>1. Introduction
2. Trades, Investments, and Pr ivate Banking Customers
3. Establishing a Strategy of Fees
