1.

Record Nr.

UNINA9910388646303321

Autore

Chorafas Dimitris N

Titolo

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

Pubbl/distr/stampa

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

ISBN

1-280-64242-4

9786610642427

0-08-046164-6

Edizione

[1st edition]

Descrizione fisica

1 online resource (391 p.)

Collana

Elsevier finance

Disciplina

332.632

Soggetti

Structured notes (Securities)

Private banks

Financial engineering

Electronic books.

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Note generali

Description based upon print version of record.

Nota di bibliografia

Includes bibliographical references and index.

Nota di contenuto

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.

Sommario/riassunto

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