Wealth management private banking, investment decisions and structured financial products /
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| Autor principal: | |
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| Autor Corporativo: | |
| Formato: | Recurso Electrónico livro electrónico |
| Idioma: | inglês |
| Publicado em: |
Oxford ; Burlington, MA :
Butterworth-Heinemann,
2006.
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| Assuntos: | |
| Acesso em linha: | An electronic book accessible through the World Wide Web; click to view |
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Sumário:
- 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.