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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

Business Strategy in Private Wealth Management