Wealth management : private banking, investment decisions and structured financial products /

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This book has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous way whether structured financial products are advisable investments for retail and institutional investors and, if yes, which risks they entail. As...

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Bibliographic Details
Call Number:Libro Electrónico
Main Author: Chorafas, Dimitris N.
Format: Electronic eBook
Language:Inglés
Published: Amsterdam ; Boston : Elsevier/Butterworth-Heinemann, 2006.
Subjects:
Structured notes (Securities)
Private banks.
Financial engineering.
Obligations structurées.
Banques privées.
Ingénierie financière.
BUSINESS & ECONOMICS > Investments & Securities > General.
Financial engineering
Private banks
Online Access:Texto completo
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.

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