Private Banking Und Wealth Management
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Wealth Management
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Author : Dimitris N. Chorafas
language : en
Publisher: Elsevier
Release Date : 2011-02-24
Wealth Management written by Dimitris N. Chorafas and has been published by Elsevier this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-02-24 with Business & Economics categories.
Wealth Management 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 author’s 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
Global Private Banking And Wealth Management
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Author : David Maude
language : en
Publisher: John Wiley & Sons
Release Date : 2010-02-09
Global Private Banking And Wealth Management written by David Maude and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-02-09 with Business & Economics categories.
Wealth management is one of the areas in which banks and other personal financial services players are investing heavily. But the market is changing fast. Going forward, players therefore need to adapt their strategies to the new realities: what worked in the past will not, for the most part, be appropriate in the future. This unique book, written by a former McKinsey consultant, offers an up-to-date, detailed, practical understanding of this exciting area of financial services.
Private Banking And Wealth Management
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Author : Susan McCarte
language : en
Publisher: Global Professional Pub
Release Date : 2016-12-31
Private Banking And Wealth Management written by Susan McCarte and has been published by Global Professional Pub this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-12-31 with Business & Economics categories.
Private Banking and Wealth Management provides the critical knowledge and the range of skills, techniques and practices required by financial services professionals to allow them to understand the wealth management environment, and the specialized nature of private banking facilities. The book deals with an extensive, detailed and critical knowledge and understanding of private banking clients and their needs. It will allow the reader to develop a range of skills, techniques and practices to understand the wealth management environment and to create an ability to apply knowledge and understanding of private banking and wealth management by critical analysis, evaluation and synthesis of complex issues and to use this knowledge and the skills in developing effective customer relationships with private banking clients.
Help I M Rich
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Author : Kees Stoute
language : en
Publisher: John Wiley & Sons
Release Date : 2015-02-02
Help I M Rich written by Kees Stoute and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-02-02 with Business & Economics categories.
Manage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will learn what private banks do, which services they offer, and how to find and approach a private bank. Case studies illustrate the various scenarios presented, and graphs, tables, cartoons and diagrams help facilitate a true understanding of what private banks can do for you. A detailed description of the various asset classes explains the reasons for — and risks of — investing at each level, giving you a better idea of the wealth management methods that have proven effective for others in your class. Whether you are new to wealth or are newly tasked with the money management aspect of it, it's vital for you to understand the ways in which your high net worth changes the game. This book is an indispensable guide to understanding the common challenges of the wealthy, and the crucial role private banks play in dealing with these challenges. Understand the challenges wealth brings to money management Discover how private banks can help address specific concerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in your corner The more money you have, the more attention it requires, and the solutions tend to get more complicated. The support of a professional services provider seems not only unavoidable but highly desirable. Help! I'm Rich! shows you how to gain the most out of your private banking experience, with detailed guidance and expert advice.
Private Banking
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Author : Boris F. J. Collardi
language : en
Publisher: John Wiley & Sons
Release Date : 2012-08-01
Private Banking written by Boris F. J. Collardi and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-08-01 with Business & Economics categories.
An insightful overview of the keys to world-class client service in the private banking sector As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert. Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal. Outlines how to implement a practical strategy for success in the growing private banking sector Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands Includes case studies and other resources to show the keys to private banking done right in action Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.
Behavioural Finance For Private Banking
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Author : Thorsten Hens
language : en
Publisher: John Wiley & Sons
Release Date : 2011-07-05
Behavioural Finance For Private Banking written by Thorsten Hens and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-07-05 with Business & Economics categories.
A complete framework for applications of behavioral finance in private banking, Behavioural Finance for Private Banking considers client needs specific to private banking like personal circumstances, objectives, and attitude to risk. This book includes the theoretical foundations of investment decision-making, an introduction to behavioral biases, an explanation of cultural differences in global business, a guide to asset allocation over the life cycle of the investment, and several case studies to illustrate how can be applied. A must-read for anyone in private banking, this book demonstrates how to satisfy client needs.
Private Banking And Wealth Management Futures 2030
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Author : Jörn H Bühring
language : en
Publisher: Springer Nature
Release Date : 2021-06-18
Private Banking And Wealth Management Futures 2030 written by Jörn H Bühring and has been published by Springer Nature this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-06-18 with Business & Economics categories.
This book engages the reader around different perspectives between forecasting and foresight in strategic design, drawing insights derived from a futures study that can be applied in form of a design-inspired foresight approach for designers and interdisciplinary innovation teams increasingly called upon to help envisage preferable futures. Demonstrating this process in applied research, the book describes a 2016 Financial Services industry futures study to the year 2030. An industry increasingly at risk in dealing with uncertainty, the Financial Services sector, is a core pillar of economic activity in most markets, such as greater China, and inherent within are major drivers of change linked to consumer behaviors, new technology and disruptive business models. While the financial services industry exemplifies an ideal case for design-inspired foresight, the aims of this book are primarily to establish the peculiarities between traditional forecasting applications and a design-inspired foresight visioning approach as strategic design activities for selecting preferable futures. Underlining the contribution of this book is the value of design futures thinking as a creative and divergent thought process, which has the potential to respond to the much broader organizational reforms needed to sustain in today’s rapidly evolving business environment.
Banking For Family Business
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Author : Stefano Caselli
language : en
Publisher: Springer Science & Business Media
Release Date : 2005-01-19
Banking For Family Business written by Stefano Caselli and has been published by Springer Science & Business Media this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-01-19 with Business & Economics categories.
Academics and professionals from corporate banking and private banking present a detailed look at what banking means for family business. The text covers a wide spectrum of topics, including the ways family bankers really work, the relations between private banking and corporate banking, and the trends of the market in Europe and USA. The book is based on a strong link between a rigorous methodological approach and the real world best practices of wealth management.
Private Banking In Europe
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Author : Lynn Bicker
language : en
Publisher: Routledge
Release Date : 2013-02-01
Private Banking In Europe written by Lynn Bicker and has been published by Routledge this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-02-01 with Business & Economics categories.
Private banking is one of the highest growth and most profitable financial businesses in Europe. A large proportion of the market remains untapped and the 1990s are likely to bring significant expansion in developing countries. Private Banking in Europe provides new insights into the private banking industry, its growth and future, and emerging opportunities for private bankers and their clients. It debates the importance of global and local service; the potential dichotomy between the wealthy and the successful, and considers the private banking industry. A comparison of key players and their chosen markets and strategies is complemented by an exploration of the growth of intermediaries and unexpected competitiors. The work also includes a study of non-European influences. The book offers a valuable insight into private banking, through the eyes of the bankers themselves. The final chapter is devoted to private bankers' own view of their industry, their competition and future directions.
Private Banking
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Author : Lucy Weldon
language : en
Publisher: Woodhead Publishing
Release Date : 1997-11-26
Private Banking written by Lucy Weldon and has been published by Woodhead Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 1997-11-26 with Business & Economics categories.
The first comprehensive professional guide to the workings and structure of the international private banking marketplace, this book details the services available, the key players, the distinctive characteristics of, pressure upon and trends within this traditionally very closed financial market. It begins with an analysis of the industry including an invaluable guide to private banking providers. The author then goes on to examine the profitability of private banking and then covers the structures and strategies which are necessary for private banking to work. The book concludes with an overview of the market trends and characteristics.