The Ultra High Net Worth Banker's Handbook

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.

F. Inigo, Amazon reviewer

Finally a handbook written by experts from the industry with practial 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, Amazon reviewer