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An_Evolution__The_Emergence_of_Private_Investment_Banking

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An Evolution : The Emergence of Private Investment Banking 6 th November 2007 Michael Demirel Head of Private Bank and General Manager Citi Private Bank, Switzerland
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Holistic Private Banking Requires a Multi- Disciplinary Approach Business Wealth Personal Wealth Family Wealth Meeting clients’ complex needs across the full spectrum of wealth requires expertise from both the Private Bank and Investment Bank
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Expectations of the Entrepreneurial Client Creative solutions to grow and manage their companies better and subsequently their wealth Professional advice on opportunities across asset classes requiring a multi-jurisdictional & multi- disciplinary approach (wealth management with investment banking touch) Complex wealth management discussions embracing a wide spectrum of investment banking, corporate, institutional advisory and wealth management capabilities An effective “One-Bank” integrated model is the key to success
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Holistic Service Approach: A Key Differentiator Art Advisory
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