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

Saved in:
Bibliographic Details
:
TeilnehmendeR:
Year of Publication:2006
Language:English
Online Access:
Physical Description:xiv, 376 p. :; ill.
Tags: Add Tag
No Tags, Be the first to tag this record!
Table of 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.