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  #5  
Old 04-30-2006, 04:35 PM
Paul Michael Brown
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Default Re: Private Banking -- Barron's Surveys

- quote -

> Did you look at the article? Was it focused on individual bankers at
> specific firms or on private banks rated as a firm?
> When you say it was a survey, that might mean they sent out requests to
> a pool and then measured the responses. Can you tell us anything about
> who they were surveying?


I did read the article, but I'm going from memory.

IIRC, Barron's surveyed the "Top 100" private bankers and prepared a chart
with their minimum account size, average account size, number of clients,
etc. Almost all of the people listed worked for the big broker-dealers
here in the United States. In other articles, Barron's focuses more on
rating the private banks as firms. I don't recall any international
listings, but again I'm going from memory. There was one big broker-dealer
that declined to participate, but I can't recall which one. There was also
a side article that interviewed a handful of them, but IMHO it wasn't very
illuminating. Which I suppose isn't surprisng. If you're running money for
the truly wealthy you're not going to give away you best advice for free.

Barron's run several features every year on the private bankers to the
megarich, but I seldom find them of much use. I think those featured view
the coverage as free advertising, and as I noted above it's not very
illuminating. By way of contrast, the periodic interviews and profiles
they do of various money managers are helpful to me. Not so much for their
stock picks, but rather for their macro-level analysis of the capital
markets and their thoughts regarding asset allocation. And of course there
are the semiannual roundtable discussions featuring various investment
gurus.

- quote -

> Barons requires a fee to access their site (even if you subscribe to
> the WSJ) so I do not have access or I would check for myself.


You can subscribe to both in online form for about $200 per year. I
personally think that's a good value. YMMV.

  #4  
Old 04-30-2006, 08:32 AM
John
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Default Re: Private Banking

Paul,

Did you look at the article? Was it focused on individual bankers at
specific firms or on private banks rated as a firm?

When you say it was a survey, that might mean they sent out requests to
a pool and then measured the responses. Can you tell us anything about
who they were surveying?

Barons requires a fee to access their site (even if you subscribe to
the WSJ) so I do not have access or I would check for myself.

Thanks in advance for any help.

John B. Corey Jr.
Chelsea Private Equity, LLC
+1 (503) 906 7840 x1108
+1 (503) 210 0227 (efax)
john.corey[at]ChelseaPrivateEquity.com

Looking for hard money for you latest real estate deal?
Visit www.ChelseaPrivateEquity.com

  #3  
Old 04-29-2006, 07:19 PM
Paul Michael Brown
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Default Re: Private Banking

- quote -

> Where can I get the list of banks that offer private banking services?
> My interest is to study them, not to open account. In the future I may
> start my own banking (private banking).


Barron's just ran a survey/summary of the top private bankers in the past
month or so.

  #2  
Old 04-06-2006, 06:16 PM
John
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Default Re: Private Banking

Both sources are going to be US centric.

  #1  
Old 04-06-2006, 03:44 PM
clackalot@yahoo.com
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Default Re: Private Banking


Shaasho wrote:
- quote -

> Where can I get the list of banks that offer private banking services?
> My interest is to study them, not to open account. In the future I may
> start my own banking (private banking).


Check the Federal Reserve and Bankrate.com

 
Old 04-01-2006, 02:07 PM
John
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Default Re: Private Banking

There is no definitive list.

Many larger banks offer private banking services. There are some that
have proper divisions or subs. The smaller Swiss Private Banks are
sometimes owned by a larger bank.

The Financial Times does a study of private banking (sometimes called
Wealth Management). They are one resource. There is the Swiss Private
Banking association.

Google should be a great place to start.

I worked for the world's largest private bank (Swiss of course) so I
can provide some pointers.

John Corey

  #-1  
Old 03-31-2006, 04:53 PM
Shaasho
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Default Private Banking

Where can I get the list of banks that offer private banking services?
My interest is to study them, not to open account. In the future I may
start my own banking (private banking).

 

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