private banking innovation : Private Banking Library

Arvetica 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) 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

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 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)

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 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

PricewaterhouseCoopers

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

Mercer Oliver Wyman

Wealth Management: Strategies for Success (2005) (pdf)

Booz Allen Hamilton & Reuters

Defining excellence in private client servicing (2003) 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 (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)