Free PDF How to Choose a Private Bank, by Petko Bahovski
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How to Choose a Private Bank, by Petko Bahovski
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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.
- Sales Rank: #2546993 in Books
- Published on: 2014-04-13
- Original language: English
- Dimensions: 8.50" h x .38" w x 5.50" l,
- Binding: Paperback
- 152 pages
About the Author
Petko Bahovski received a Bachelor’s degree in Accounting and Finance from the London School of Economics and a Master’s degree in International Economics and Finance from Brandeis University, Boston. From 1994 to 1999, Petko began to build his banking career by working at American Express, ING Bank, Baring Asset Management and Chase Manhattan Bank. From 1999 to 2008 he worked with JPMorgan, the largest bank in the US, as an investment banker based in New York, London, Hong Kong and Singapore. Petko was responsible for the delivery of emerging markets products to Latin America, Central and Eastern Europe, and Asia, travelling extensively in these regions to meet clients from private banks, pension funds, insurance companies and asset managers. In 2008 he moved to Switzerland, where he is still based, in order to become a private banking expert. From 2008 to 2012, Petko managed teams of private bankers at Credit Suisse, the second largest Swiss private bank, and at Coutts, one of the world’s oldest banks and wealth managers. His focus was on Russia, Ukraine and the CIS (Commonwealth of Independent States), serving private banking clients in those countries. At present Petko advises banks on how to build their private banking strategy, and also provides consultation services for individual clients on private banking-related matters.
Most helpful customer reviews
4 of 4 people found the following review helpful.
Decoding Private Banking services
By Peter Christensen
This is a well thought out and concise book on how to choose a Private Bank. It is structured in a very user friendly way, where each chapter provides a good overview of the issues to consider and then after each chapter there is a check list highlighting the things you should be seeking answers to as you go through the selection process.
This book goes through a vast number of issues that should be contemplated when selecting, spanning all the way from asset allocation, personal situation, retirement goals and all the way to fee structures. It is all explained to provide the reader with a good overview and without assuming the reader has any previous finance experience.
"How to Choose a Private Bank" should be read by anyone who uses a Private Bank and not only by people who is looking to select a new Private Bank. After reading this book you will have a better understanding of what services you should expect from a Private Banker and how much you should be paying for these services.
The author clearly have significant experience, but the book is unbiased towards any specific banks and when reading this book you get a sense that the author has written the book after having underwent a Private Bank selection process himself instead of a Private Banker who is trying to sell you on how fantastic Private Banking services are.
5 of 5 people found the following review helpful.
Great collection of advice
By Zaur Nurtaza
The book offers a very detailed overview of private banks, and is geared primarily to PB/PWM customers (naturally), but can certainly be useful for anyone in the industry. The book is very organized, and is broken down into 24 chapters, like a textbook. Each chapter covers its own topic, and together the text becomes a very enlightening set of tips and examples. The author clearly explains how the system works inside the banks, shows that there are differences and what they are in every aspect of selecting a bank and the banker. He illustrates that there is no single bank that will be suitable for all clients, and one should not base the decision solely on the brand name of the bank. Also, the importance of diversification among several banks and countries, and very clear logic behind the diversification. The text is written in a very informal easy-to-read language with no sophisticated terminology. The whole narrative is in a bullet-point format, the impression is that of a power point presentation (in a good way!) where only the most relevant information is presented. Every paragraph is a useful tip with the logic behind it, and an example right after. I loved the relevant examples after each point to make it clear. No unnecessary space-filler sentences. There is a checklist of tips after each chapter, with all checklists compiled at the end of the book. I didn’t notice any bias toward any particular country or bank. Quite the opposite, the author constantly mentions the differences between global markets, and urges to consider your residence country when selecting the bank. The author provides real-life scenarios that are very easy to visualize and relate to, something that will make you think about your future. Very objective and informative view. The author clearly knows the industry from inside-out, and can probably explain all the specifics to a 5-year old. When reading, the impression is not of being sold a product, but being educated by a consultant, which certainly makes the read more comfortable. The ratio of the amount of knowledge gained to word count is very high, so the value of the book is great. Overall, highly recommend to anyone that is related to or planning to be part of private banking / PWM industry - as a client or otherwise.
3 of 3 people found the following review helpful.
Very practical private banking guide
By kaloian ninov
This well structured book gives a solid base of what one should be aware of when choosing a private bank. Besides the typical private banking services, the author talks about things like succession planning, securities lending which were new to me and I would find useful in the future. The checklist at the end of each chapter equips the reader with practical questions that could be used when dealing with a private bank.
By reading this book, I got a much better understanding of how banks charge fees. The topic is discussed not only in the fees chapter but also through worked examples in the investment funds, as well as in the chapters portfolio management, discretionary portfolio management, succession planning and active trading.
You should be aware that the book does not give particular investment advice nor does it provide a list of private banks to choose from.
Coming from an Emerging Markets country, I would recommend this book to anyone who is considering to open a private banking account, especially if the bank is outside of their country of residence.
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