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Behavioural finance for private banking [[electronic resource] /] / Thorsten Hens and Kremena Bachmann
| 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 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Global private banking / / Datamonitor
| Global private banking / / Datamonitor |
| Pubbl/distr/stampa | New York, NY, : Datamonitor |
| Soggetto topico |
Private banks
Banks and banking Market surveys |
| Formato | Materiale a stampa |
| Livello bibliografico | Periodico |
| Lingua di pubblicazione | eng |
| Record Nr. | UNISA-996336568603316 |
| New York, NY, : Datamonitor | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. di Salerno | ||
| ||
Global private banking and wealth management [[electronic resource] ] : the new realities / / David Maude
| 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
|
||
| Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Global private banking and wealth management [[electronic resource] ] : the new realities / / David Maude
| 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
|
||
| Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Global private banking and wealth management [[electronic resource] ] : the new realities / / David Maude
| 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
|
||
| Chichester, West Sussex, England ; ; Hoboken, N.J., : J. Wiley & Sons, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Help, I'm rich! : your compass to a value-adding private banking experience / / Kees Stoute
| Help, I'm rich! : your compass to a value-adding private banking experience / / Kees Stoute |
| Autore | Stoute Kees |
| Pubbl/distr/stampa | Singapore : , : Wiley, , [2015] |
| Descrizione fisica | 1 online resource (355 p.) |
| Disciplina | 332.123068 |
| Soggetto topico |
Banks and banking
Private banks |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-04487-1
1-119-02053-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Term Life InsuranceEndowment Life Insurance; Pension Life Insurance; Cash Value or Permanent Life Insurance; Insurance Wrappers; Conclusion; Chapter 9 The Rich Also Benefit from Life Insurance; The Rich Person's Rationales for Life Insurance; Tax Planning; Debt Management; Equalizing an Estate; Funding Business Buyout Agreements; Key Employee; Charity; Maximizing Available Funds; Multigenerational Planning; Offshore Ambitions; Creditor Protection; Wealth Structuring; Conclusion; Chapter 10 Life Insurance-Common Considerations; Some Life Insurance Considerations
Life Insurance Can Be Complicated and Confusing |
| Record Nr. | UNINA-9910132339203321 |
|
Stoute Kees
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||
| Singapore : , : Wiley, , [2015] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Help, I'm rich! : your compass to a value-adding private banking experience / / Kees Stoute
| Help, I'm rich! : your compass to a value-adding private banking experience / / Kees Stoute |
| Autore | Stoute Kees |
| Pubbl/distr/stampa | Singapore : , : Wiley, , [2015] |
| Descrizione fisica | 1 online resource (355 p.) |
| Disciplina | 332.123068 |
| Soggetto topico |
Banks and banking
Private banks |
| ISBN |
1-119-04487-1
1-119-02053-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Term Life InsuranceEndowment Life Insurance; Pension Life Insurance; Cash Value or Permanent Life Insurance; Insurance Wrappers; Conclusion; Chapter 9 The Rich Also Benefit from Life Insurance; The Rich Person's Rationales for Life Insurance; Tax Planning; Debt Management; Equalizing an Estate; Funding Business Buyout Agreements; Key Employee; Charity; Maximizing Available Funds; Multigenerational Planning; Offshore Ambitions; Creditor Protection; Wealth Structuring; Conclusion; Chapter 10 Life Insurance-Common Considerations; Some Life Insurance Considerations
Life Insurance Can Be Complicated and Confusing |
| Record Nr. | UNINA-9910829948903321 |
|
Stoute Kees
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||
| Singapore : , : Wiley, , [2015] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Wealth management [[electronic resource] ] : private banking, investment decisions and structured financial products / / Dimitris N. Chorafas
| Wealth management [[electronic resource] ] : private banking, investment decisions and structured financial products / / Dimitris N. Chorafas |
| Autore | Chorafas Dimitris N |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2006 |
| Descrizione fisica | 1 online resource (391 p.) |
| Disciplina | 332.632 |
| Collana | Elsevier finance |
| Soggetto topico |
Structured notes (Securities)
Private banks Financial engineering |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-280-64242-4
9786610642427 0-08-046164-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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. |
| Record Nr. | UNINA-9910388646303321 |
|
Chorafas Dimitris N
|
||
| Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Wealth management [[electronic resource] ] : private banking, investment decisions and structured financial products / / Dimitris N. Chorafas
| Wealth management [[electronic resource] ] : private banking, investment decisions and structured financial products / / Dimitris N. Chorafas |
| Autore | Chorafas Dimitris N |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2006 |
| Descrizione fisica | 1 online resource (391 p.) |
| Disciplina | 332.632 |
| Collana | Elsevier finance |
| Soggetto topico |
Structured notes (Securities)
Private banks Financial engineering |
| ISBN |
1-280-64242-4
9786610642427 0-08-046164-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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. |
| Record Nr. | UNINA-9910784365903321 |
|
Chorafas Dimitris N
|
||
| Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Wealth management [[electronic resource] ] : private banking, investment decisions and structured financial products / / Dimitris N. Chorafas
| Wealth management [[electronic resource] ] : private banking, investment decisions and structured financial products / / Dimitris N. Chorafas |
| Autore | Chorafas Dimitris N |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2006 |
| Descrizione fisica | 1 online resource (391 p.) |
| Disciplina | 332.632 |
| Collana | Elsevier finance |
| Soggetto topico |
Structured notes (Securities)
Private banks Financial engineering |
| ISBN |
1-280-64242-4
9786610642427 0-08-046164-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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. |
| Record Nr. | UNINA-9910825111403321 |
|
Chorafas Dimitris N
|
||
| Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
