Banking by invitation

Cline, Sandra B.
July 1997
Indiana Business Magazine;Jul97, Vol. 41 Issue 7, p15
Reports on private banking services in Indiana. Financial planning functions of private bankers; Target market of their services; Techniques used at cultivating customer base; Financial package for a medical intern; Training of Bank One private banking staffers; Rationale for paying salaries, rather than commissions.


Related Articles

  • Private banking. Mulherin, Tim // Indiana Business Magazine;Apr99, Vol. 43 Issue 4, p20 

    Discusses the growth of private banking in the late 1990s. Role of the strong national economy in the growth of the sector; Services offered by private banking departments; Estimated annual growth of Indiana-based Old National and Bank One.

  • Banks waking up to women as decision makers. Fraser, Katharine // American Banker;9/3/1996, Vol. 161 Issue 168, p17 

    Reports on the growing trend in private banking to address the concerns of women with campaigns launched to reach the demographic in the United States. Factors that have made women an important marketing demographic; Banks that have launched campaigns tailored for women's needs; Growth of...

  • Private Banking Gets Personal. Henderson, Stephen // Town & Country;May99, Vol. 153 Issue 5228, p148 

    Focuses on the personalized image of private banking. Reasons for the repositioning in private banking; Comments from some bankers.

  • Private Banks' Poor Service A Systems and Approach Problem. INGARI, FRANK A. // American Banker;1/12/2001, Vol. 166 Issue 9, p12 

    Looks at the reasons why private banks provide mediocre customer service. Private banks' investment in venture funds that offer the possibility of extraordinary returns; Inability to offer account management support; Need for more customer-focused private banking relationships.

  • Re-examining private banking. Atz, Michael // U.S. Banker;Oct99, Vol. 109 Issue 10, p83 

    Explains issues on private banking in the United States. Provision of private banking services; Private banking products and services that can be offered; Ways to corroborate a client's source of wealth and business activities; Reason why banks want to grow their private banking business;...

  • Harris bank taps wealthy customers using a life-cycle sales method. D'Ambrosio, Mary // Bank Investment Consultant;Mar2000, Vol. 8 Issue 3, p20 

    Focuses on the life-cycle sales method of Harris Bank in Chicago, Illinois. Provision of financial help to customers; Implementation of life-cycle oriented product sales in private banking operations; Development of separate models for several professions; Segmentation of the retirement market.

  • HSBC repitches UK private banking brief.  // PRWeek (London);10/28/2011, p13 

    The article reports on the move of British private banking arm of HSBC Private Bank UK Ltd. to repitch its retained public relations (PR) account.

  • Harris Trust Walks the Walk. Asher, Joseph // ABA Journal;Jun99, Vol. 85 Issue 6, p49 

    Focuses on how Harris Trust and Savings Banks (HTSB) differs from other banks. Background information on HTSB; Assets of HTSB; Services being offered HTSB; Issues on incentives; Disciplines required in private banking.

  • Chinatrust private bank launches regional activity.  // Asian Investor;May2012, p26 

    The article reports on the launch of international private banking business of Chinatrust Commercial Bank Corp. in Singapore and Hong Kong, China.


Read the Article


Sign out of this library

Other Topics