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Wealth Management : Private Banking, Investment Decisions, and Structured Financial Products.

Financial expert Dimitris Chorafas explains the real risks and returns of structured financial products in private banking.

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Chorafas, Dimitris N.
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Burlington : Elsevier, 2005.
Temas:
Acceso en línea:Texto completo
Tabla de Contenidos:
  • Cover; Contents; Preface; Private banking; Private banking defined; Know your customer and his or her profile; Business opportunity: fees and commissions from private banking; Risk and return with investments; Asset management; Asset management defined; Business models for asset management; Outsourcing and insourcing wealth management; Trust duties and legal risk; Derivative financial instruments, structured products and risk control; Derivative financial instruments defined; Structured financial products; Controlling the risk taken with structured products.
  • Case studies with the three main classes of structured productsFixed income structured products; Practical examples with fixed income derivatives; Equity-type structured products; Practical examples with equity-type derivatives; Currency exchange structured products; Appendix: Derivatives as a tax haven; Introduction; Wealth tax; Derivatives, offshores and private individuals; Companies have been masters in using derivatives and offshores; Shifting the ris.