Wealth management : private banking, investment decisions and structured financial products / Dimitris N. Chorafas.

Format:

Book

Author/Creator:

Chorafas, Dimitris N.

Series:

Elsevier finance

Language:

English

Subjects (All):

Structured notes (Securities).

Private banks.

Financial engineering.

Physical Description:

1 online resource (391 p.)

Edition:

1st edition

Place of Publication:

Oxford ; Burlington, MA : Butterworth-Heinemann, 2006.

Language Note:

English

System Details:

text file

Summary:

This book has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous way whether structured financial products are advisable investments for retail and institutional investors and, if yes, which risks they entail. As our society becomes increasingly affluent, and state-supported pension schemes find it difficult to survive, a growing number of high net-worth individuals, and families, have become retail investors - looking for ways and means to optimize wealth management, and Private Banking deals with these so

Contents:

1. Private banking defined

2. Know your customer and his or her profile

3. Business opportunity : fees and commissions from private banking

4. Risk and return with investments

5. Asset management defined

6. Business models for asset management

7. Outsourcing and insourcing wealth management

8. Trust duties and legal risk

9. Derivative financial instruments defined

10. Structured financial products

11. Controlling the risk taken with structured products

12. Fixed income structured products

13. Practical examples with fixed income derivatives

14. Equity-type structured products

15. Practical examples with equity-type derivatives

16. Currency exchange structured products

App. Derivatives as a tax haven.

Notes:

Description based upon print version of record.

Includes bibliographical references and index.

ISBN:

1-280-64242-4

9786610642427

0-08-046164-6

OCLC:

437172786

Publisher Number:

9780750668552 (hbk.)