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ELITE BANKING: CUSTOMERS AND PRODUCTS

Abstract

The paper contains the brief description of the elite clientage segmentation and the spectrum of the privileged products and services offered to them. The authors pay attention to some differences existing in the world practice of the segmentation, to the barriers to entry into the elite clientage and to the classification of the bank and non-products offered to the elite clients.

About the Authors

H. H. Valiullin
Dubna University
Russian Federation

Dr. of Sciences (Economics)



N. V. Volobeva
Dubna University
Russian Federation

Master of Sciences (Economics)



References

1. 2013 World Wealth Report (WWR), Capgemini and RBC Wealth Management, Электронный ресурс: http://www.rbcwealthmanagement.com/wealth-insights-research/thought-leadership/wwr/ .

2. Allard, S. Client Segmentation: New Approaches for Private Bankers. Электронный ресурс: http://www.privatebanker.lu/wpcontent/uploads/2012/07/sebastien-allard-IBM.pdf.

3. Definition of 'High Net Worth Individual - HNWI' . Электронный ресурс: http://www.investopedia.com/terms/h/hnwi.asp#axzz2KAyJKFeG .

4. Global Private Banking and Wealth Management Survey -2013. Электронный ресурс: http://www.pwc.com/gx/en/banking-capitalmarkets/private-banking-wealth-management-survey/assets/pwc-global-private-banking-wealth-management-survey-2013.pdf/

5. Global Wealth 2014: Riding a Wave of Growth, JUNE 09, 2014, by B. Beardsley, J. Becerra, etc. Boston Consulting Group, June 09, 2014. Электронный ресурс: https://www.bcgperspectives.com/content/articles/financial_institutions_business_unit_strategy_global_wealth_2014_riding_wave_growth.

6. McKinsey Global Private Banking Survey 2013: Capturing the new generation of clients

7. Private Banking and Wealth Management Survey 2014: Global net-worth-specific services awards. Электронный ресурс: http://www.euromoney.com/Article/3300206/Private-Banking-and-Wealth-Management-Survey-2014-Global-net-worth-specificservices-awards.html .

8. Private banking по-русски?!: сборник / коллектив авторов; под ред. А.И. Гусева. — М.: КНОРУС, 2013. — 304 с.

9. World Ultra Wealth Report (2012- 2013). Wealth-X and UBS. Электронный ресурс: http://wealthx.com/wealthreport/ .


Review

For citations:


Valiullin H.H., Volobeva N.V. ELITE BANKING: CUSTOMERS AND PRODUCTS. Business Strategies. 2014;(2):93-97. (In Russ.)

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ISSN 2311-7184 (Online)