AAFM Board Certified Financial Analyst Designate and Financial Planner Association Chartered Certification & Financial Planning College & Training Worldwide
by IBM Consulting
This publication is for AAFM Fellows And Affiliates only
Annual survey of European Wealth & Private Banking industry by IBM Consulting. Looks at strategic, operational and technical considerations through survey of CEOs and Executive teams of Private Banks and WM related businesses
1. Introduction 2. IBM Consulting Service Perspective 3. Key Survey Messages 4. Market Trends 5. The 'clients' view of Private Banks 6. The 'private banks' view of Clients 7. Client Relationship Offic
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