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Private Banking

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A highly focused compilation of articles on Private Banking. Articles may come from The RMA Journal, The Commercial Lending Newsletter, or RMA’s publication, Credit Considerations.

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Table of Contents

    Lending to Wealthy Individuals, McLaughlin, Kevin, The RMA Journal, v94n5, 24-25, 2 pages Feb 2012.



    Is Lending to Wealthy Individuals an Oxymoron?, Stara, Michael F. The RMA Journal, v90n5, 66-68, 2 pages Feb 2008.



    Achieving World-Class Wealth Management: The Advent of BOK's Trusted Advisor Program, Wilson, Matt, The RMA Journal, v89n1, 20-25, 6 pages Sept 2006.



    Making Risk Management Work for Wealth Managers: A PwC Survey, Weatherill, Bruce ; Prince, Tim, The RMA Journal, v89n1, 16-18, 3 pages Sept 2006.



    Vying with the Titans: Pacific Capital Bancorp's Tom Thomas and George Leis: Focus on Keeping the Competition at Bay in Wealth Management, Baier, John, The RMA Journal, v89n1, 8-15, 8 pages Sept 2006.



    Debt-to-Income or Debt Service Coverage: Which One Falls Apart When Lending to Wealthy Individuals?, Cassis, John, The RMA Journal, v88n4, 62-68, 7 pages Dec/Jan  2006.



    The Retirement Distribution Specialist: A New Frontier for Banks, Donner, Eric, Journal of Lending & Credit Risk Management, v82n8, 60-61, 2 pages May 2000.



    Dilemma or Opportunity? What Bankers Need to Know about Business Owner Succession, Devine, James R. Journal of Lending & Credit Risk Management, v81n8, 63-67, 5 pages Apr 1999.



    The Regulators, the Drug Dealers, and Private Banking, Hughes John, Journal of Lending & Credit Risk Management, v80n4, 47-49, 3 pages Dec 1997.



    Straight Talk to Credit Officers about Private Banking, Merifield, Elizabeth, Journal of Commercial Lending, v78n2, 26-34, 9 pages  Oct 1995.