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Private Banking: New Frontiers In Getting Customers And Keeping Them

Author

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  • Omarini, Anna

Abstract

The private banking sector is undertaking profound changes. Digitalization and customer behavior are reshaping the industry. Retaining customers is still a challenge. The present work focuses first on the main business complexities for the private banking business, and then it outlines its evolution from the financial crisis onward. The changes are distinguished between those pertaining to the external environment and those pertaining to the business.

Suggested Citation

  • Omarini, Anna, 2017. "Private Banking: New Frontiers In Getting Customers And Keeping Them," MPRA Paper 85226, University Library of Munich, Germany.
  • Handle: RePEc:pra:mprapa:85226
    as

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    File URL: https://mpra.ub.uni-muenchen.de/85226/1/MPRA_paper_85226.pdf
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    References listed on IDEAS

    as
    1. Anna Omarini & Philip Molineux, 2005. "PRIVATE BANKING IN EUROPE - Getting Clients & Keeping Them!," Finance 0509011, University Library of Munich, Germany.
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    Cited by:

    1. He Liu & Yun Bai & Zhiguang Huang & Han Qiao & Shouyang Wang, 2023. "Private banking development in China under two organizational structures: Economic analysis from an organizational innovation perspective," Financial Innovation, Springer;Southwestern University of Finance and Economics, vol. 9(1), pages 1-23, December.

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    More about this item

    Keywords

    Private Banking; Wealth Management; Digitalization; Innovation; FinTech; Robo-advisor;
    All these keywords.

    JEL classification:

    • G20 - Financial Economics - - Financial Institutions and Services - - - General
    • G21 - Financial Economics - - Financial Institutions and Services - - - Banks; Other Depository Institutions; Micro Finance Institutions; Mortgages
    • G28 - Financial Economics - - Financial Institutions and Services - - - Government Policy and Regulation

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