|
BANK
MERGERS AND ACQUISITIONS: The Lessons of Global Experience
Written by Steven
I Davis and published by 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
Written by Steve I Davis and published
by VRL Knowledgebank
The affluent client segment defined in this report
as having investable assets equivalent to $100,000 to $1,000,000 represent a large
and strategically important client group for retail banks worldwide. This study
uses interviews with consultants and other experts plus case studies to articulate
the strategies pursued and the successes for distribution channels, segmentation
and service levels amongst other elements.
To learn more about this study,
including how to purchase a copy, click
here to download the flyer.
BANCASSURANCE
The Lessons
in Global Experience in Banking and Insurance Collaboration
Written
by Steven I Davis and published by 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.
To learn more about this study, including how to purchase
a copy, click here
to download the flyer.
EXCELLENCE
IN BANKING REVISITED!
Steve Davis
(Macmillan 2004)
| September
2004 | 184
pp | 216
x 138 mm | | Hardback | £
50.00 | 1-4039-3623-4 |
The
sequel to two in-depth studies of the management of excellent banks written in
the 1980s, this new volume addresses the key issues that preoccupy the leadership
of today's most admired banking institutions. After reviewing the lessons learned
from the previous studies, the author examines best practice in addressing issues
such as culture, leadership, risk management, managing size and complexity, and
sustaining revenue growth. The book concludes with the views expressed by the
interview sample on the future evolution of the banking sector, following by the
author's own forecasts based on 20 years of study of the world of financial services.
Click
here to download
flyer
INDEPENDENT RESEARCH: LET'S GO BACK TO BASICS!
Overwhelmed
and confused by the plethora of solutions offered by the US regulators and others
to the issue of independent equity research, we submitted the attached to the
Comment page of the Financial Times in November, 2002. To our knowledge it has
not been published, nor is there any indication it ever will be, but we thought
our friends might be interested in our reflections!
Click
here to download
A
REPORT CARD FOR BANCASSURANCE IN EUROPE - AND LESSONS FOR THE FUTURE
17th January 2003
As other markets like the US introduce the concept
of bancassurance - the fusion of retail banking and insurance - it is timely to
summarise the conclusions from Europes decade-long experience with the reality
on the ground. In terms of business mix and market positioning, winners include
insurers like ING who have acquired successful banking businesses and the southern
European banks who have won dominant positions in life insurance distribution
through organic growth. Losers - even before the recent collapse of equity values
- include many who bought insurers for their assets under management as well as
perceived ability to distribute banking products. Yet many open questions remain
to be researched - in particular the bancassurance potential in northern European
markets like the UK and Germany.
Click
here to download
CROSS-SELLING
IN RETAIL BANKING
Meeting the revenue growth challenge
Written
by Steven I Davis and published by VRL Knowledgebank
An assessment of the challenges and opportunities inherent in cross-selling
as a driver of revenue growth, this study examines the most successful strategies,
the critical success factors and lessons learned from other banks. Central to
this study is a wide range of interviews include industry leaders as well as professionals
and advisors to the industry. Twelve current case studies help to illustrate the
wining strategies.
To learn more about this study, including how to purchase
a copy, click here
to download the flyer.
<
go back |
