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Record Nr. |
UNINA9910825111403321 |
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Autore |
Chorafas Dimitris N |
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Titolo |
Wealth management : private banking, investment decisions and structured financial products / / Dimitris N. Chorafas |
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Pubbl/distr/stampa |
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Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2006 |
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ISBN |
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1-280-64242-4 |
9786610642427 |
0-08-046164-6 |
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Edizione |
[1st edition] |
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Descrizione fisica |
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1 online resource (391 p.) |
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Collana |
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Disciplina |
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Soggetti |
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Structured notes (Securities) |
Private banks |
Financial engineering |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Description based upon print version of record. |
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Nota di bibliografia |
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Includes bibliographical references and index. |
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Nota di contenuto |
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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. |
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Sommario/riassunto |
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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 |
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