3604368: Strategies in the private banking industry

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Semester:WS 13/14
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 (covering 60 minutes of content of this lecture) (80%)
  • Assignment (10%)
  • Obligatory class participation


28.09.201309:00 - 15:00S4
03.10.201309:00 - 16:30S4
04.10.201309:00 - 16:30S4
24.10.201313:00 - 15:30S4
16.11.201309:00 - 12:00H6 (Fabrikweg)