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To help private bankers, advisors, IFAs and wealth management professionals find information and fresh ideas about private bank, international bank, offshore bank, fiduciary, investments, asset management, debit and credit cards, asset protection, equity and international taxes. We publish best practices, surveys, reports and trends in a unique platform.
Salvador Trinxet Llorca
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About our Blog
This blog was spawned from the desire to become a reference platform for information about private and investment banking, investments in real estate and international taxes for the global entreprenerur and the wealth management community. The authors do not claim to be all-knowing experts, but hope that the content of the blog will be useful. We include in it best practices, articles, reports, statistics and whitepapers around those subjects.
Our goal is to stimulate reflection and help to make business decisions to get more informed in the new high-profile business landscape of the 21st century.
If you want to contribute any news, articles or tidbits of knowledge, or if you have any complaints regarding the website, please email us banksinvestmentstaxes [at] gmail.com. Please replace the [at] with @ when emailing us.
Our goal is to stimulate reflection and help to make business decisions to get more informed in the new high-profile business landscape of the 21st century.
If you want to contribute any news, articles or tidbits of knowledge, or if you have any complaints regarding the website, please email us banksinvestmentstaxes [at] gmail.com. Please replace the [at] with @ when emailing us.
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Library
Whitepapers:
Boston Consulting Group (2001) Untapped Riches: The Myths and Realities of Wealth Management (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)
Surveys and Studies:
Defining excellence in private client servicing (2003) pdf)
Swiss Banking Institute, University of Zurich
Mercer Oliver Wyman
Cocca, Teodoro (2005) The International Private Banking Study 2005 (pdf)
Wealth Management: Strategies for Success (2005) (pdf)
PricewaterhouseCoopers
Wealth management insights (2006) analysis & opinions on global M&A activity (html / pdf)
Booz Allen Hamilton & Reuters
Cocca, Teodoro, Geiger, Hans (2007) The International Private Banking Study 2007 (html / pdf)
Cocca, Teodoro (2002) The International Private Banking Study 1990-2002 (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)
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)
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)
Articles:
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)
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)
Surveys and Studies:
Defining excellence in private client servicing (2003) pdf)
Swiss Banking Institute, University of Zurich
Mercer Oliver Wyman
Cocca, Teodoro (2005) The International Private Banking Study 2005 (pdf)
Wealth Management: Strategies for Success (2005) (pdf)
PricewaterhouseCoopers
Wealth management insights (2006) analysis & opinions on global M&A activity (html / pdf)
Booz Allen Hamilton & Reuters
Cocca, Teodoro, Geiger, Hans (2007) The International Private Banking Study 2007 (html / pdf)
Cocca, Teodoro (2002) The International Private Banking Study 1990-2002 (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)
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)
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)
Articles:
Euromoney (2007) The 2007 guide to Private Banking and Wealth Management (html / pdf)
Europa, EEUU y América Latina
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