Books on Banking and Finance

Bancassurance: The Lessons of Global Experience in Banking and Insurance Collaboration (VRL Knowledgebank)

Now in its third edition, this popular report includes a summary of the dramatic effect of the recent financial crisis of 2007-2009 on global bancassurance. New and updated case studies include Aviva, Fortis, HSBC, KBC, and ING, who have been forced to retrench by massive asset losses, but has also driven many to divest themselves of banking or insurance affiliates because of a need for capital in the downturn.
A practical survey, rich in case studies, interviews and original research, Bancassurance: The Lessons of Global Experience in Banking and Insurance Collaboration evaluates global best practice in selling insurance products to a retail banking client base

Banking in Turmoil: Strategies for Sustainable Growth (Palgrave)

The current banking crisis has tested every dimension of banking and created maximum uncertainty for its future. Yet banks must plan for this future. The book covers interviews with 25 senior bank executives, management consultants, regulators, rating agencies and analysts to understand how the strategies of the leading banks might evolve in the future. Its unique research, case studies of success, and conclusions for the future should be of interest to senior bank management as well as their advisors, regulators and analysts.
For more information on this study, including how to purchase a copy, click here to download the flyer.

After the Credit Crisis: Best practice in banking the high net worth individual (VRL Knowledgebank)

Managing the wealth of individual clients has been one of the banking world’s most attractive businesses over recent years. The current banking crisis has posed multiple challenges to the wealth management model and in addition, the sale of ‘toxic’ products has created further reservations. Over the long term, the prospects for the sector remain positive with projected annual global asset growth, albeit at a slower rate, with higher growth rates within selected emerging markets.
This report analyses how banks manage this segment to maximize their long term earnings contribution. Research has been gathered from relevant material in the public domain, case studies of successful practice and insights gathered from in-depth, off the record interviews with senior private banking practitioners, researchers and consultants providing a research report which provides scope, segment and profile to the market as a whole.

Bancassurance: the lessons of Global Experience in banking and insurance collaboration (VRL Knowledgebank)

This study evaluates global best practice in selling insurance products to a retail client base. Banking and insurance firms have discovered that the sale of insurance products to a retail banking client base is not as straightforward as originally hoped. At the core of this study is a series of in-depth interviews with leading industry players which along with twelve case studies offer insights into successful strategies and tactics.

Bank Mergers and Acquisitions: The lessons of global experience (VRL Knowledgebank)

A study of the issues which drive merger decisions, it looks at the success factors in achieving positive results, the leadership required and the valuation methods used. We take a look at the various analyses done of the effect which mergers and acquisitions have on shareholder value. To provide an illustration of the approaches to M&A in the banking industry, we have included ten case studies with varying degrees of success.

Our analysis has been augmented by interviews with 30 people who have an in-depth knowledge of the industry. These include financial analysts, management consultants, academics, fund managers, investment banks and rating agencies.

For more information on this study, including how to purchase a copy, click here to download the flyer.

Best Practice in Banking the Affluent (VRL Knowledgebank)

Cross-selling in Retail Banking (VRL Knowledgebank)

Bank Mergers and Acquisitions: Lessons for the Future (Palgrave)

Excellence in Banking ( Palgrave)

Investment Banking: Addressing the management issues (Palgrave)

Leadership in Conflict: the lessons of history  (Palgrave)

Leadership in Financial Services (Palgrave)

Managing Change in the Excellent banks (Palgrave)

The Management Function in  International Banking (Palgrave)

The Euro-bank ( Palgrave)