Bank Waal and Ijssel II

Published 31 Jan 2009
Reference 5571
Industry Banking
Region Europe
Summary

The case describes the valuation of various types of customers in private banking and the relationship between the value drivers. It also tries to quantify synergies between asset management and corporate finance and private banking.

Teaching objectives

Illustrates DCF valuation methodology in an uncommon setting : the value of a customer in private banking. Illustrates the difference between profit maximization and value maximization. Compares the very different economics of deal making in corporate finance and asset management in private banking, as well as synergies between various banking divisions.

Keywords
  • Private Banking
  • Customer Value
  • Banking Synergies
  • Management Buyouts
  • AR0809
  • AR2009
  • RD0109