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Since April 2008, Stephan Meier has been head of the Private Banking Brazil Ultra High Networth Individuals (UHNWI) practice of one of the global leaders in Private Banking. Prior to that he was Head of Key Clients Brazil at another global Wealth Manager as well as Country Team Head for LatAm and Brazil for two internationally operating banks.
Before focusing on private banking, Stephan Meier ... Read more on Stephan Meier
Heinrich Weber is a co-founder of and served as CEO of the pan-European options market-making firm Servisen Trading/QT Optec.
Subsequent to the sale of his share in QT Optec, Weber became a partner and risk manager of the Eurex member firm DeTraCo in Switzerland. Moreover, he provided specific consulting in the securities area, some of which was conducted jointly with Dr. Kermit Zieg, ... Read more on Heinrich Weber
"Wealth management for the super-rich (or UHNWIs) and family offices is a growing, but complex business.
The book covers this niche, is very well written and highly useful as a reference.
The authors cover all subjects of banking and advising for the super-rich, being individuals or family offices through six instructive case studies.
The use of case studies and the recompilation of the learning points, plus excerpts from the press regarding real transactions, makes the book effortless to read and hard to put down.
The book's structure is unmistakably separated into two parts, firstly, the client and secondly, the banker. The case studies are centered around "private investment banking", thus transactions and risk management. No subject seems to be left out, covering subjects from the IPO-process over Islamic banking to structured finance.
Based on their experience, the authors explain how they themselves deal with UHNWIs and their different issues. Such personal tips are particularly precious, and hardly ever to be found in a book.
I recommend the book for both clients and bankers. The book might be a bit too exhaustive for novice wealth managers, but for experienced bankers it is a priceless source to be consulted time and again. 5/5" - F. Inigo
"Finally a handbook written by experts from the industry with practical relevance.
Well structured, the book is a joy to read. The case studies, clearly explained, are excellent learning material, obviously stemming from personal experience of the authors. The cases, well chosen, cover asset allocation, risk management, family governance, and to my special interest, private equity investments.
As a finance professional, working mostly with institutions, this book gave me valuable insights how to work with Ultra High Net Worth Individuals, family companies and family offices.
To my knowledge, this is the best description of the UHNWI client segment for finance professionals available.
It is a little expensive, but worth every pound. 5/5" - Erich Sieber
Millionaire Lifestyle Magazine
In this detailed book the authors, Heinrich Weber and Stephan Meier, dispense authoritative advice, gained from long careers in wealth management, in order to address the complex relationships ...Read more
My Wonderful Life Coach
How refreshing ! This post-2008 credit crisis, holistic approach, personal development, both simple and complex finance-savvy educational text and reference book for bankers dealing with ultra high ...Read more
The Ultra High Net Worth Banker's Handbook
HEINRICH WEBER, STEPHAN MEIER
It is estimated that at the current time there are approximately 20 000 ultra high net worth individuals. These clients ...
Written by two Swiss bankers, \"The Ultra High Net Worth Banker\'s Handbook\" is a reference on the art of wealth management for ultra-rich. This book, one of the few in this area, provides a ...Read more
Expert, in-depth and accessible...the ultimate guide to this area of modern finance- Millionaire Lifestyle Magazine magazineJuly 2010Read more
offers advice, illustrated with practical examples- Efma magazineNovember/December 2009Read more
Fortune management for the ultra rich- Jean-Pascal Baechler, Le Temps26th October 2009Read more
We can learn a lot about the ultra-high individuals- Heinrich Weber, Private Banking magazineNovember 2009 editionRead more
Heinrich Weber & Stephan Meier were interviewed for the Autumn 2009 issue of SPEAR'S Russia.Read more