Private Banking Library
Study & Survey Series
Swiss Banking Institute, University of Zurich
- Cocca, Teodoro, Geiger, Hans (2007) The International Private Banking Study 2007 (html / pdf)
- Cocca, Teodoro (2005) The International Private Banking Study 2005 (pdf)
- Cocca, Teodoro (2002) The International Private Banking Study 1990-2002 (pdf)
Capgemini / Merrill Lynch - Wealth Reports
- World Wealth Report 2008 (html / pdf)
- Asia-Pacific Wealth Report 2008 (html / pdf)
- World Wealth Report 2007 (html / pdf)
- Asia-Pacific Wealth Report 2007 (html / pdf)
- World Wealth Report 2006 (html / pdf)
- World Wealth Report 2005 (html / pdf)
- World Wealth Report 2004 (html / pdf)
- World Wealth Report 2003 (html / pdf)
PricewaterhouseCoopers Private Banking/ Wealth Management surveys
- Global Private Banking/Wealth Management survey 2007 (html / pdf)
- Global Private Banking/Wealth Management survey 2005 (html / pdf)
- Further Analysis Survey 2005: Client relationship managers (html / pdf)
- Global Private Banking/Wealth Management survey 2003 (html / pdf)
- Further Analysis Survey 2003: Product provision: A missed opportunity (html / pdf)
- Further Analysis Survey 2003: Competing for Clients (html / pdf)
- Further Analysis Survey 2003: Leveraging compliance & risk management for strategic advantage (html / pdf)
IBM European wealth and private banking surveys
- European Wealth and Private Banking Industry Survey 2005 (html / pdf)
- European Wealth and Private Banking Industry Survey 2003 (html)
Boston Consulting Group: Global Wealth Reports (Executive Summaries)
- A Wealth of Opportunities in Turbulent Times - Global Wealth 2008 (html / pdf)
- Tapping Human Assets to Sustain Growth - Global Wealth 2007 (pdf)
- Taking the Client’s Perspective - Global Wealth 2006 (pdf)
- Searching for Profitable Growth - Global Report 2005 (pdf)
- The Rich Return to Richer Returns - Global Wealth 2004 (pdf)
- Winning in a Challenging Market - Global Wealth 2003 (pdf)
- Prospering in Uncertain Times - Global Wealth 2002 (pdf)
- Richer Prospects in Wealth Management - Global Wealth 2001 (pdf)
Barclays Wealth Insights
- Volume 8 (2009): Family Business: In Safe Hands? (html / pdf)
- Volume 7 (2008): The Entrepreneur in Adversity (html / pdf)
- Volume 6 (2008): Breaking the Mould: A Question of Personality (html / pdf)
- Volume 5 (2008): Evolving Fortunes (html / pdf)
- Volume 4 (2007): The True Value of Wealth (html / pdf)
- Volume 3 (2007): Risk, Return and Reward (html / pdf)
- Volume 2 (2007): A Question of Gender (html / pdf)
- Volume 1 (2007): The Future of Wealth – 2006 to 2016 (html / pdf)
Single Studies & Surveys
Deloitte
- Reconnecting for profit (2008): Strategies for building sustainable profits in wealth management (html / pdf)
Adbodmer
- Innovationen bei Finanzdienstleistern (2008) (pdf)
PricewaterhouseCoopers
Mercer Oliver Wyman
- The Future of Private Banking: A Wealth of Opportunity? (2008) (pdf)
- Wealth Management: Strategies for Success (2005) (pdf)
Booz & Company
Dissertations
- (in German) Howald, Betina (2007) Kundenwert im Private Banking (Google Book Preview), Dissertation: Universität Zürich, Haupt Verlag
- (in German) Walbert, Gwendy (2006) Der Erfolgsfaktor Marke im Private Banking aus Sicht des Markeninhabers (pdf), Dissertation: Universität Zürich
- (in German) Koye, Bernhard (2005) Private Banking im Informationszeitalter, Dissertation: Universität Zürich, Haupt Verlag
Whitepapers
- Barclays Wealth (2008): The Rise of the ‘Instividual’ (html / pdf)
- Barclays Wealth (2007) The changing face of philanthropy: Today, tomorrow and beyond – September 2007 (html / pdf)
- Euromoney (2007) The 2007 guide to Private Banking and Wealth Management (html / pdf)
- Boston Consulting Group (2001) Untapped Riches: The Myths and Realities of Wealth Management (pdf)
Articles
Research
Books
- (in German) Claude Baumann, Werner E. Rutsch (2008) Swiss Banking - wie weiter?, Verlag Neue Zürcher Zeitung
- (in German) Heike Brost, Heike, Faust, Martin (2007) Private Banking und Wealth Management, Bankakademie-Verlag GmbH
- Maude, David (2006) Global Private Banking and Wealth Management, Wiley
- Caselli, Stefano; Gatti, Stefano (Eds.) (2005) Banking for Family Business - a new challenge for wealth management, Springer (Google Book Preview)
- (in German) Spreiter, Michael (2005) Private Banking - Kundenbindung und Ertragssteigerung in der Praxis, Gabler
- (in German) Schuppli, Peter (2004) Kundenpflege im Private Banking - Praxis-Handbuch für Selbstführung und Verkaufsleitung, Haupt
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