Behavioural finance for private banking [[electronic resource] /] / Thorsten Hens and Kremena Bachmann |
Autore | Hens Thorsten |
Pubbl/distr/stampa | Chichester [England] ; ; Hoboken, N.J., : John Wiley & Sons, c2008 |
Descrizione fisica | 1 online resource (271 p.) |
Disciplina |
332.1/230688
332.1230688 |
Altri autori (Persone) | BachmannKremena |
Collana | The Wiley finance series |
Soggetto topico |
Private banks
Investments - Psychological aspects Finance - Psychological aspects Banks and banking - Customer services Wealth - Management |
ISBN |
1-283-17501-0
9786613175014 1-118-46732-9 0-470-74207-0 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Behavioural Finance for Private Banking; Contents; List of Figures; List of Tables; Notation; Preface; 1 Introduction; 1.1 The private banking business; 1.2 Current challenges in private banking; 1.3 Improving service quality with behavioural finance; 1.4 Conclusion; 2 Decision Theory; 2.1 Introduction; 2.2 Mean-variance analysis; 2.3 Expected utility theory; 2.4 Prospect theory; 2.5 Prospect theory and the optimal asset allocation; 2.6 A critical view on mean-variance theory; 2.7 A critical view on expected utility axioms
2.8 Comparison of expected utility, prospect theory, and mean-variance analysis 2.9 Conclusion; 3 Behavioural Biases; 3.1 Information selection biases; 3.2 Information processing biases; 3.3 Decision biases; 3.4 Decision evaluation biases; 3.5 Biases in intertemporal decisions; 3.6 Behavioural biases and speculative bubbles; 3.7 Cultural differences in the behavioural biases; 4 Risk Profiling; 4.1 Dealing with behavioural biases; 4.2 The risk profiler and its benefits; 4.3 Designing a risk profiler: Some general considerations; 4.4 Implemented risk profilers: Case study of the former Bank 4.5 A risk profiler based on the mean-variance analysis 4.6 Integrating behavioural finance in the risk profiler; 4.7 Case study: Comparing risk profiles; 4.8 Conclusion; 5 Product Design; 5.1 Case study: "Ladder Pop"; 5.2 Case study: "DAX Sparbuch''; 5.3 Optimal product design; 5.4 Conclusion; 6 Dynamic Asset Allocation; 6.1 The optimal tactical asset allocation; 6.2 The optimal strategic asset allocation; 6.3 Conclusion; 7 Life Cycle Planning; 7.1 Case study: Widow Kassel; 7.2 Main decisions over time; 7.3 Consumption smoothing; 7.4 The life cycle hypothesis 7.5 The behavioural life cycle hypothesis 7.6 The life cycle asset allocation problem; 7.7 The life cycle asset allocation of an expected utility maximizer; 7.8 The life cycle asset allocation of a behavioural investor; 7.9 Life cycle funds; 7.10 Conclusion; 8 Structured Wealth Management Process; 8.1 The benefits of a structured wealth management process; 8.2 Problems implementing a structured wealth management process; 8.3 Impact of the new process on conflicts of interests; 8.4 Learning by "cycling'' through the process; 8.5 Case study: Credit Suisse 8.6 Mental accounting in the wealth management process 8.7 Conclusions; 9 Conclusion and Outlook; 9.1 Recapitulation of the main achievements; 9.2 Outlook of further developments; References; Index |
Record Nr. | UNINA-9910138906903321 |
Hens Thorsten
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Chichester [England] ; ; Hoboken, N.J., : John Wiley & Sons, c2008 | ||
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Lo trovi qui: Univ. Federico II | ||
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Global private banking and wealth management [[electronic resource] ] : the new realities / / David Maude |
Autore | Maude David |
Pubbl/distr/stampa | Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 |
Descrizione fisica | 1 online resource (362 p.) |
Disciplina |
332.1/23
332.123 |
Collana | The Wiley Finance Series |
Soggetto topico |
Private banks
Banks and banking - Customer services Wealth - Management |
Soggetto genere / forma | Electronic books. |
ISBN |
1-118-67338-7
1-280-51896-0 9786610518968 0-470-68781-9 0-470-03053-4 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Global Private Banking and Wealth Management; Contents; Preface; Acknowledgements; 1 Global Market Overview; 2 Industry Challenges: New and Old; 3 Clients; 4 New Products and Pricing; 5 Distribution Channels; 6 Players; 7 Operational Excellence; 8 Organisational Design; 9 Regulatory and Tax Issues; 10 The Future; Appendices; Glossary of Terms; Bibliography; Index |
Record Nr. | UNINA-9910143746803321 |
Maude David
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Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 | ||
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Lo trovi qui: Univ. Federico II | ||
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Global private banking and wealth management [[electronic resource] ] : the new realities / / David Maude |
Autore | Maude David |
Pubbl/distr/stampa | Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 |
Descrizione fisica | 1 online resource (362 p.) |
Disciplina |
332.1/23
332.123 |
Collana | The Wiley Finance Series |
Soggetto topico |
Private banks
Banks and banking - Customer services Wealth - Management |
ISBN |
1-118-67338-7
1-280-51896-0 9786610518968 0-470-68781-9 0-470-03053-4 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Global Private Banking and Wealth Management; Contents; Preface; Acknowledgements; 1 Global Market Overview; 2 Industry Challenges: New and Old; 3 Clients; 4 New Products and Pricing; 5 Distribution Channels; 6 Players; 7 Operational Excellence; 8 Organisational Design; 9 Regulatory and Tax Issues; 10 The Future; Appendices; Glossary of Terms; Bibliography; Index |
Record Nr. | UNINA-9910830325503321 |
Maude David
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Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 | ||
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Lo trovi qui: Univ. Federico II | ||
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Global private banking and wealth management [[electronic resource] ] : the new realities / / David Maude |
Autore | Maude David |
Pubbl/distr/stampa | Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 |
Descrizione fisica | 1 online resource (362 p.) |
Disciplina |
332.1/23
332.123 |
Collana | The Wiley Finance Series |
Soggetto topico |
Private banks
Banks and banking - Customer services Wealth - Management |
ISBN |
1-118-67338-7
1-280-51896-0 9786610518968 0-470-68781-9 0-470-03053-4 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Global Private Banking and Wealth Management; Contents; Preface; Acknowledgements; 1 Global Market Overview; 2 Industry Challenges: New and Old; 3 Clients; 4 New Products and Pricing; 5 Distribution Channels; 6 Players; 7 Operational Excellence; 8 Organisational Design; 9 Regulatory and Tax Issues; 10 The Future; Appendices; Glossary of Terms; Bibliography; Index |
Record Nr. | UNINA-9910840732503321 |
Maude David
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Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 | ||
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Lo trovi qui: Univ. Federico II | ||
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Journal of retail banking |
Pubbl/distr/stampa | Arlington, Va., : Consumer Bankers Association in cooperation with the McIntire School of Commerce, University of Virginia, -©1995 |
Descrizione fisica | 1 online resource |
Disciplina | 332.1/0973 |
Soggetto topico |
Banks and banking
Banks and banking - United States Banks and banking - Customer services |
Soggetto genere / forma | Periodicals. |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Periodico |
Lingua di pubblicazione | eng |
Altri titoli varianti | JRB |
Record Nr. | UNISA-996336472803316 |
Arlington, Va., : Consumer Bankers Association in cooperation with the McIntire School of Commerce, University of Virginia, -©1995 | ||
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Lo trovi qui: Univ. di Salerno | ||
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Private banking [[electronic resource] ] : building a culture of excellence / / Boris F. J. Collardi |
Autore | Collardi Boris F. J |
Edizione | [1st edition] |
Pubbl/distr/stampa | Singapore, : John Wiley & Sons Singapore Pte. Ltd., c2012 |
Descrizione fisica | 1 online resource (288 p.) |
Disciplina | 332.123 |
Collana | Wiley finance |
Soggetto topico |
Bank management
Banks and banking - Customer services |
ISBN |
1-119-19968-9
1-283-54051-7 9786613852960 0-470-82698-3 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Private Banking: Building a Culture of Excellence; Contents; Preface; Acknowledgments; Chapter 1: A Framework for Excellence in Private Banking; Vision and Mission; Present Status; Where and How?; Processes, People, and Plans; Metrics; Conclusion; Chapter 2: What Is Driving Private Banking?; An Industry in the Midst of Change; Swiss Industry, International Perspective; Evolution of the Business Model; Global Financial Centres; Wealth Management in Transition; The Four Key Drivers; Markets; Evolving Regulatory Landscape; A Changing Client Profile; Competition and Growth; Conclusion; Notes
Chapter 3: Finding the Right Organisation and Operational StrategyOrganisational Forms and Trends; Private Banking Structures; Organisational Structures; Universal vs. Pure-Play?; The Problem of Referrals Management; Designing the Organisation; Bundling and Unbundling; The Three-Pillar Approach in Corporations; The Three-Pillar Approach Applied to Private Banking; Conclusion; Notes; Chapter 4: Forces Shaping the Regulatory Environment; The Regulatory Environment; International vs. National Interests; Waves of Regulatory Pressure; Threats and Enablers How Regulators and the Industry are Addressing Global and National ConcernsThe ''War on Privacy''; Booking Centre Competition; Conclusion; Note; Appendix: Some Key Regulatory Bodies and Legislation; International Regulatory Bodies; Partial List of National Regulators; Regional and National Legislation; Chapter 5: Putting Clients at the Centre; Making Sense of Client Diversity; Arguments for Segmentation; Current Segmentation Practices; Snapshot of Segmentation Criteria; Level of Wealth; Geographic Origin; Source of Wealth; Behavioural Segmentation Segmentation along the Client Wealth Life Cycle: Keeping an Eye on the Bigger PictureAttracting New Clients; Channels and Tools; Retaining Clients Over the Long Term; Client Lifetime Value; The Value and Challenges of Bonding; Retention Tools; Early Warning Signals; Conclusion; Notes; Chapter 6: Beyond Products-Offering Tailored Solutions; Crises as Catalysts; Has Volatility Become the New ''Norm''?; The Role of Financial Services and Products in Wealth Creation; Adapting to a Changing Environment; Wealth Aggregation; Wealth Services; Matching Client Needs to Products and Services The Advisory ProcessConclusion; Notes; Appendix 1: Overview of the Most Common Financial Products; Basic Products; Funds and Related Investment Products-An Overview; Mutual Funds; ETFs, ETNs, and other Exchange-Traded Vehicles; Hedge Funds; Funds of Funds; Private Equity; Structured Products; Appendix 2: Key Criteria in the Selection of Funds and Funds of Funds; Rating; Organisation; Investment Process; Investment Professionals, Fund Managers; Historical Performance; Chapter 7: Why Brand Matters; The Origins of Branding; The Functions of a Brand; Why Is Brand So Important in Private Banking? How Premium Brands Thrive |
Record Nr. | UNINA-9910141439203321 |
Collardi Boris F. J
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Singapore, : John Wiley & Sons Singapore Pte. Ltd., c2012 | ||
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Lo trovi qui: Univ. Federico II | ||
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Private banking [[electronic resource] ] : building a culture of excellence / / Boris F. J. Collardi |
Autore | Collardi Boris F. J |
Edizione | [1st edition] |
Pubbl/distr/stampa | Singapore, : John Wiley & Sons Singapore Pte. Ltd., c2012 |
Descrizione fisica | 1 online resource (288 p.) |
Disciplina | 332.123 |
Collana | Wiley finance |
Soggetto topico |
Bank management
Banks and banking - Customer services |
ISBN |
1-119-19968-9
1-283-54051-7 9786613852960 0-470-82698-3 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Private Banking: Building a Culture of Excellence; Contents; Preface; Acknowledgments; Chapter 1: A Framework for Excellence in Private Banking; Vision and Mission; Present Status; Where and How?; Processes, People, and Plans; Metrics; Conclusion; Chapter 2: What Is Driving Private Banking?; An Industry in the Midst of Change; Swiss Industry, International Perspective; Evolution of the Business Model; Global Financial Centres; Wealth Management in Transition; The Four Key Drivers; Markets; Evolving Regulatory Landscape; A Changing Client Profile; Competition and Growth; Conclusion; Notes
Chapter 3: Finding the Right Organisation and Operational StrategyOrganisational Forms and Trends; Private Banking Structures; Organisational Structures; Universal vs. Pure-Play?; The Problem of Referrals Management; Designing the Organisation; Bundling and Unbundling; The Three-Pillar Approach in Corporations; The Three-Pillar Approach Applied to Private Banking; Conclusion; Notes; Chapter 4: Forces Shaping the Regulatory Environment; The Regulatory Environment; International vs. National Interests; Waves of Regulatory Pressure; Threats and Enablers How Regulators and the Industry are Addressing Global and National ConcernsThe ''War on Privacy''; Booking Centre Competition; Conclusion; Note; Appendix: Some Key Regulatory Bodies and Legislation; International Regulatory Bodies; Partial List of National Regulators; Regional and National Legislation; Chapter 5: Putting Clients at the Centre; Making Sense of Client Diversity; Arguments for Segmentation; Current Segmentation Practices; Snapshot of Segmentation Criteria; Level of Wealth; Geographic Origin; Source of Wealth; Behavioural Segmentation Segmentation along the Client Wealth Life Cycle: Keeping an Eye on the Bigger PictureAttracting New Clients; Channels and Tools; Retaining Clients Over the Long Term; Client Lifetime Value; The Value and Challenges of Bonding; Retention Tools; Early Warning Signals; Conclusion; Notes; Chapter 6: Beyond Products-Offering Tailored Solutions; Crises as Catalysts; Has Volatility Become the New ''Norm''?; The Role of Financial Services and Products in Wealth Creation; Adapting to a Changing Environment; Wealth Aggregation; Wealth Services; Matching Client Needs to Products and Services The Advisory ProcessConclusion; Notes; Appendix 1: Overview of the Most Common Financial Products; Basic Products; Funds and Related Investment Products-An Overview; Mutual Funds; ETFs, ETNs, and other Exchange-Traded Vehicles; Hedge Funds; Funds of Funds; Private Equity; Structured Products; Appendix 2: Key Criteria in the Selection of Funds and Funds of Funds; Rating; Organisation; Investment Process; Investment Professionals, Fund Managers; Historical Performance; Chapter 7: Why Brand Matters; The Origins of Branding; The Functions of a Brand; Why Is Brand So Important in Private Banking? How Premium Brands Thrive |
Record Nr. | UNINA-9910808405503321 |
Collardi Boris F. J
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Singapore, : John Wiley & Sons Singapore Pte. Ltd., c2012 | ||
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Lo trovi qui: Univ. Federico II | ||
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Private banking and wealth management futures 2030 : greater China perspectives / / Jorn H. Buhring |
Autore | Buhring Jorn H. |
Pubbl/distr/stampa | Singapore : , : Springer, , [2021] |
Descrizione fisica | 1 online resource (72 pages) |
Disciplina | 332.10688 |
Collana | SpringerBriefs in Finance |
Soggetto topico |
Banks and banking - Customer services
Finance, Personal - China |
ISBN | 981-16-3395-9 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Intro -- Preface -- University-Industry Collaboration -- Ignite Innovation-A Program Initiative of the Hong Kong PolyU School of Design -- Acknowledgements -- Prelude -- Contents -- 1 Introduction -- 1.1 Inventing Preferable Futures-Why is this Important? -- 1.2 Aims and Objectives of Project 2-A Delphi Study -- 1.3 The Experts as Participants on the Delphi Panel -- 1.4 The Data Collection Method (Delphi) -- 2 Mega Trends-Introduction -- 2.1 What are the Mega Trends which have Major Impact on Business and Society in 2030? -- 2.2 Mega Trends-Global (Athena 2016) -- 2.3 What is Changing? -- 2.4 STEP Factors -- 2.5 Population Trends -- References -- 3 A Delphi Summary of Desired Futures 2020 and 2030 -- 3.1 Study Motivation -- 3.2 The Delphi Panel Participants, and Survey Approach -- 3.3 The Delphi Survey Questions -- 3.4 Delphi Round 1-Growth and Collapse Scenario Statements -- 3.5 Delphi Round 1-2020 (2nd Horizon) and 2030 (3rd Horizon) Scenario Statements -- 3.6 Delphi Round 2-Consensus Toward Futures Scenario Statements -- Reference -- 4 Delphi Analysis-Desired Futures 2020, and 2030 -- 5 Discussion and Implications -- 6 Methodology -- 6.1 The Delphi Handbook -- 6.2 The Delphi-Online Survey Tool -- 6.3 The Delphi Analysis -- References. |
Record Nr. | UNINA-9910485599603321 |
Buhring Jorn H.
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Singapore : , : Springer, , [2021] | ||
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Lo trovi qui: Univ. Federico II | ||
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S1 Consumer Suite for z/OS installation guide [[electronic resource] /] / [Vasilis Karras, Hoson Rim] |
Autore | Karras Vasilis |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Poughkeepsie, NY, : IBM, International Technical Support Organization, 2002 |
Descrizione fisica | 1 online resource (128 p.) |
Altri autori (Persone) | RimHoson |
Collana | IBM redbooks |
Soggetto topico |
Banks and banking - Data processing
Financial institutions - Data processing Banks and banking - Customer services |
Soggetto genere / forma | Electronic books. |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910454041203321 |
Karras Vasilis
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Poughkeepsie, NY, : IBM, International Technical Support Organization, 2002 | ||
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Lo trovi qui: Univ. Federico II | ||
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S1 Consumer Suite for z/OS installation guide [[electronic resource] /] / [Vasilis Karras, Hoson Rim] |
Autore | Karras Vasilis |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Poughkeepsie, NY, : IBM, International Technical Support Organization, 2002 |
Descrizione fisica | 1 online resource (128 p.) |
Altri autori (Persone) | RimHoson |
Collana | IBM redbooks |
Soggetto topico |
Banks and banking - Data processing
Financial institutions - Data processing Banks and banking - Customer services |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910782033403321 |
Karras Vasilis
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Poughkeepsie, NY, : IBM, International Technical Support Organization, 2002 | ||
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Lo trovi qui: Univ. Federico II | ||
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