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The Resource Wealth management : private banking, investment decisions and structured financial products, Dimitris N. Chorafas, (electronic book)

Wealth management : private banking, investment decisions and structured financial products, Dimitris N. Chorafas, (electronic book)

Label
Wealth management : private banking, investment decisions and structured financial products
Title
Wealth management
Title remainder
private banking, investment decisions and structured financial products
Statement of responsibility
Dimitris N. Chorafas
Creator
Subject
Language
eng
Summary
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 our society becomes increasingly affluent, and state-supported pension schemes find it difficult to survive, a growing number of high net-worth individuals, and families, have become retail investors looking for ways and means to optimize wealth management, and Private Banking deals with these sorts of clients. Private banking also deals with clients that are institutional investors, such as pension funds, mutual funds, and insurance companies, as well as not-for-profits, foundations and companies explicitly set up for wealth management. Both institutional and retail investors are being offered by the banks they work with structured products. Typically, these are securities that provide them with a redemption amount, with may be either with full or partial capital protection, and some type of return. The book examines structured financial products, their polyvalent nature, and the results which could be expected from them. Return on structural instruments, which are essentially derivatives, is paid in function of a specific investment strategy on selected underlying asset(s). This essentially means on the performance of the underlyings, obtained by asset managers, which may be banks or hedge funds, through purchase or sale of embedded options. But there are risks. Both risk and return from structured products are related to three main issues: the volatility of future value of an underlying, the uncertainty of future events, and the exposure of the product. Every type of investment is subject to market forces, and the more leveraged a portfolio is, the greater will probably be both the assumed risk and the expected reward. The fact that structured financial products appeal, or at least are being marketed, to both retail investors and institutional investors makes the dual approach deliberately chosen in this book most advisable. This book addresses all these issues in a practical manner with numerous case studies and real-world examples drawn from the authors intensive research. *Because it is based on intensive research, the book is rich in practical examples and case studies *Addresses the growing trend towards the use of structured financial instruments in private banking *Thorough treatment of structured financial products that keeps maths to a minimum
Member of
Cataloging source
OPELS
http://library.link/vocab/creatorName
Chorafas, Dimitris N.
Illustrations
illustrations
Index
index present
Literary form
non fiction
Nature of contents
  • dictionaries
  • bibliography
http://library.link/vocab/subjectName
  • Structured notes (Securities)
  • Private banks
  • Financial engineering
Label
Wealth management : private banking, investment decisions and structured financial products, Dimitris N. Chorafas, (electronic book)
Instantiates
Publication
Bibliography note
Includes bibliographical references and index
Color
multicolored
Contents
  • Chapter 5.
  • Asset management defined
  • Chapter 6.
  • Business models for asset manangement
  • Chapter 7.
  • Outsourcing and insourcing assets management
  • Chapter 8.
  • Trust duties and legal risk
  • Chapter 9.
  • Derivative financial instruments defined
  • Chapter 1.
  • Chapter 10.
  • Structured financial products
  • Chapter 11.
  • Controlling the risk taken with structured products
  • Chapter 12/
  • Fixed income structured products
  • Chapter 13.
  • Practical examples with fixed income derivatives
  • Chapter 14.
  • Equity-type structured products
  • Private banking defined
  • Chapter 15.
  • Practical examples with equity type derivatives
  • Chapter 16.
  • Currency exchange structured products
  • Appendix
  • Derivatives as a tax haven
  • Chapter 2.
  • Know your customer and his/her profile
  • Chapter 3.
  • Business opportunity: fees and commissions from private banking
  • Chapter 4.
  • Risk and return with investments
Dimensions
unknown
Extent
xiv, 376 p.
Form of item
electronic
Isbn
9780750668552
Other physical details
ill.
Reproduction note
Electronic resource.
Specific material designation
remote
Type of computer file
PDF
Label
Wealth management : private banking, investment decisions and structured financial products, Dimitris N. Chorafas, (electronic book)
Publication
Bibliography note
Includes bibliographical references and index
Color
multicolored
Contents
  • Chapter 5.
  • Asset management defined
  • Chapter 6.
  • Business models for asset manangement
  • Chapter 7.
  • Outsourcing and insourcing assets management
  • Chapter 8.
  • Trust duties and legal risk
  • Chapter 9.
  • Derivative financial instruments defined
  • Chapter 1.
  • Chapter 10.
  • Structured financial products
  • Chapter 11.
  • Controlling the risk taken with structured products
  • Chapter 12/
  • Fixed income structured products
  • Chapter 13.
  • Practical examples with fixed income derivatives
  • Chapter 14.
  • Equity-type structured products
  • Private banking defined
  • Chapter 15.
  • Practical examples with equity type derivatives
  • Chapter 16.
  • Currency exchange structured products
  • Appendix
  • Derivatives as a tax haven
  • Chapter 2.
  • Know your customer and his/her profile
  • Chapter 3.
  • Business opportunity: fees and commissions from private banking
  • Chapter 4.
  • Risk and return with investments
Dimensions
unknown
Extent
xiv, 376 p.
Form of item
electronic
Isbn
9780750668552
Other physical details
ill.
Reproduction note
Electronic resource.
Specific material designation
remote
Type of computer file
PDF

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