How much do you know about your private bank? How can you possibly choose who to trust with your assets? What services can a private bank offer you? How can you find the right private bank that will best suit your purposes and needs on an individual level? How to Choose a Private Bank gives you the key information which will empower you to make the right choices when it comes to private investment.
Covering everything you wanted to know about private banking, this book offers highly-specialized and invaluable information about the world of wealth management, from the importance of the brand to your relationship with your private banker, issues of confidentiality and privacy, the truth about fees, tax planning, and concerns about regulation and offshore jurisdictions. At the end of every chapter there is a checklist which itemizes and reiterates the most important parts of the subject at hand. There are over 170 items in the combined checklists.
Casting his expert eye over all the issues at hand, Petko Bahovski brings two decades of experience in the international world of private banking, investment banking, and portfolio and wealth management to the book. Petko has extensive experience with such distinguished and leading banks as Credit Suisse, JP Morgan and Coutts in both developed and emerging market countries in Asia, Latin America, and Central and Eastern Europe, and also in Russia and the CIS (Commonwealth of Independent States).
This incredibly accessible, easy-to-use guide is essential reading for anyone who is considering beginning a relationship with a private bank, or who already makes use of private banking services and requires a greater depth of understanding. As your needs and priorities in life change, so must the management of your finances adapt to reflect this. How to Choose a Private Bank helps you to take charge of the present and plan for the future.