3404368: Strategies in the private banking industry

back to overview
Semester:WS 12/13
Scheduled in semester:3
Semester Hours per Week / Contact Hours:30.0 L / 22.5 h
Self-directed study time:52.5 h

Module coordination/Lecturers


Master's degree programme in Banking and Financial Management (01.10.2008)


  • Analysis Instruments and their Application
  • Reaction to Change in Framework Conditions
  • Critical Observation of Competitors
  • Strategy Concepts and their Application in the Private Banking Industry
  • Dealing with Bank-Specific Controlling Instruments and Information Media
  • Result Effect of Risks, Structuring of Conditions, Balance Sheet Structuring, Market Interest Methods, Capital Resources Requirement and Differing Economic Scenarios

Learning Outcomes

  • Recognising and critically scrutinising relevant topics or problem areas within the private banking industry with the help of learnt analysis methods
  • Investigating the issues of international regulation, global sector trends as well as the question of generation change and strategies of specific competitors
  • Applying various strategy concepts based on strategic analysis instruments to the private banking and commercial banking sectors
  • Evaluating incomplete information and assessing the risks for the bank


Lectures Method

Interactive lecture with exercises


Required reading:

  • Maude, D. (2006). Global Private Banking and Wealth Management: The New Realities. New York: Wiley.

Recommended reading:
  • Bea, F./ Haas, J. (2005). Strategisches Management. Stuttgart: UTB.


Lecture slides, exercises, sample questions will be available on moodle

Exam Modalities

  • Written examination with 120 minutes editing time (60 minutes dedicated to knowledge acquired during this lecture) (75%)
  • Assignment (10%)
  • Obligatory class participation


18.10.201209:00 - 16:30S1
19.10.201209:00 - 16:30H4
25.10.201215:00 - 17:30S1
10.11.201209:00 - 16:30H2
15.12.201209:00 - 12:00S1