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

محفوظ في:
التفاصيل البيبلوغرافية
المؤلف الرئيسي: Chorafas, Dimitris N.
مؤلف مشترك: ebrary, Inc
التنسيق: الكتروني كتاب الكتروني
اللغة:الإنجليزية
منشور في: Oxford ; Burlington, MA : Butterworth-Heinemann, 2006.
الموضوعات:
الوصول للمادة أونلاين:An electronic book accessible through the World Wide Web; click to view
الوسوم: إضافة وسم
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جدول المحتويات:
  • 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.