Business knowledge for IT in private wealth management : a complete handbook for IT professionals /

Designed to bridge the gap in terms of business knowledge between IT and private wealth management /private banking .This book contains discussions on boutique PWMs and family offices; recent trends in the private management industry; portfolio constructi.

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor Corporativo: Essvale Corporation
Formato: Electrónico eBook
Idioma:Inglés
Publicado: London : Essvale Corp., ©2008.
Edición:1st ed.
Colección:Bizle professional series.
Temas:
Financial planning industry > Data processing.
Financial planning industry > Information technology.
Financial planning industry.
Financial services industry > Data processing.
Financial services industry > Information technology.
Financial services industry.
Investments > Data processing.
Investments > Information technology.
Investments.
Finance, Personal.
Planification financière personnelle > Informatique.
Planification financière personnelle > Technologie de l'information.
Planification financière personnelle.
Services financiers > Informatique.
Services financiers > Technologie de l'information.
Services financiers.
Investissements > Informatique.
Investissements > Technologie de l'information.
Investissements.
portfolios (financial records)
BUSINESS & ECONOMICS > Investments & Securities > General.
Acceso en línea:Texto completo
Tabla de Contenidos:
  • Overview of private wealth management (PWM)
  • The clients
  • Business environment
  • Products and services in PWM
  • Distribution channels and service delivery
  • Trends in PWM industry
  • Portfolio construction
  • Regulatory and tax issues
  • Common systems used in the PWM industry
  • IT projects in PWM
  • Common terminology used in PWM
  • The future
  • Appendix.

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