Future of Private Banking – financial advisory wealth …
12 future of private banking
http://www.globalchange.com Future of private banking and wealth management for ultra high net worth individuals. Fund management, et creation and fund growth. Portfolio management and managing risk in balanced distribution of ets. High rates of return. Succession planning and how to run family offices. Specialist wealth advisors and independent financial advisors, commissions and fee-based advice. Philanthropy and philanthropic advisory services. Why charitable activities are so important to high net worth families and why most want their own charity foundations. Making a difference, proving added value and real social impact, Applying business principles and measurable outcomes to philanthropy. Venture philanthropy and social entrepreneurs. Making philanthropy work in a disciplined way with formal evaluation and monitoring. Financial disciplines and specialist advisory teams. Video by keynote conference speaker Dr Patrick Dixon, Futurist and author of 12 books on global trends including Futurewise and Building a Better Business.
Private banking, investment banking, wealth management, portfolio, balanced, philanthropy, charitable foundation, social action, advisory services, independent financial, planning, financial, finances, banks, investors, funds, fund managers
Duration : 0:5:54
the future of …
the future of privat e banking is that bankers need to learn that it’s not all about making 10% or 20% …it will be about how to preserve the purchasing power of their clients money…inflation is going to kill savings unless the right investments are made…
Thank you for these …
Thank you for these highly honest views. I loved your thoughts enough to put them in my playlist.
Rama
I know the future …
I know the future of banking… As the economy gets worse more banks will be robbed.
This is the future.
Not sure what to …
Not sure what to suggest. Best is talking to high net worth individuals about their own rapidly changing needs…..Patrick
Interesting… Let …
Regards from Kiev.
Interesting… Let me know if you need help in connections
Nikos, Patrick, my name is Maria and I am a Private Banker in Ukraine. Glad that you broadcast your ideas here – they are really interesting. But Ukraine haven’t achieved such level so far. But my question is – what are the best information channels, sources on private banking on your professional opinion(markets, events, procedures, technologies, digests etc.)? Thank you.
Best private …
Best private bankers are like old friends – and often have client relationships lasting several decades. They have deep trust of client and survive because they connect client with world class experts in different fields. Patrick Dixon
very interesting …
very interesting video! and very true! Thanks Dr.Dixon. Look forward to more videos about this suject and other issues related to private banking.
Do you have any advice on how to improve the relationship skills neccessary for a private banker?
Career in Private …
Career in Private Banking – show you are good at relationships, and at finance. Get a vacation job or work experience in a bank. Patrick Dixon
Found this very …
Found this very interesting, its a very valid point. I am hoping to get a career in private banking when I finish my MSc (Finance). What would you recommend is the best entry points?
What do you think? …
What do you think? For more of my videos on this issue SUBSCRIBE to my next videos – press ORANGE BUTTON top left. Also if you click FAVOURITE (red heart) immediately below video, you will help other people find this video and enjoy it too. PLEASE do comment….I try to reply to most comments, but with 10 million different visitors to my sites sometimes it takes me a while. Thanks. Patrick Dixon
People try in …
People try in offshore bank accounts in places like Cayman Islands. Patrick Dixon
Yeah they could …
Yeah they could donate to me, I sure could put their money to good use ;.). Know a good gypsy camp and church in Ukraine that could do with it
;.)
If only it were …
If only it were possible to hide the fact that you have great wealth. Is it possible? I don’t know.