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

  • Wealth management insights (2006) analysis & opinions on global M&A activity (html / pdf)

Mercer Oliver Wyman

  • The Future of Private Banking: A Wealth of Opportunity? (2008) (pdf)
  • Wealth Management: Strategies for Success (2005) (pdf)

Booz & Company

  • Private Banking Beyond the ‘Perfect Storm’ (2009) (html / pdf)

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

  • Euromoney (2007) The 2007 guide to Private Banking and Wealth Management (html / pdf)

Research

  • Arvetica (2008) Differentiation and Positioning in Private Banking (html)
  • Mastrogiacomo, Stefano (2008) A Comparison of Advisory Processes in Private Banking (html / pdf)

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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