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Author : John Riches (Lawyer)
Publisher : Unknown
Page : 428 pages
File Size : 42,6 Mb
Release : 2021
Category : Money laundering
ISBN : 1838628134
Author : John Riches
Publisher : Unknown
Page : 474 pages
File Size : 51,6 Mb
Release : 2018
Category : Electronic
ISBN : 1912228548
Author : John Riches
Publisher : Unknown
Page : 455 pages
File Size : 49,9 Mb
Release : 2014
Category : Tax assessment
ISBN : 1909830216
Author : Anonim
Publisher : Unknown
Page : 365 pages
File Size : 42,8 Mb
Release : 2013
Category : Electronic
ISBN : 1907606807
Author : Dimitris N. Chorafas
Publisher : Elsevier
Page : 352 pages
File Size : 55,6 Mb
Release : 2011-02-24
Category : Business & Economics
ISBN : 0080461646
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
Author : David Maude
Publisher : John Wiley & Sons
Page : 360 pages
File Size : 53,8 Mb
Release : 2010-02-09
Category : Business & Economics
ISBN : 9780470687819
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.
Author : Essvale Corporation Limited
Publisher : Essvale Corporation Limited
Page : 285 pages
File Size : 44,7 Mb
Release : 2008
Category : Business & Economics
ISBN : 9780955412493
Designed to bridge the gap in terms of business knowledge between IT and private wealth management /private banking .This book contains discussions on boutique PWMs and family offices; recent trends in the private management industry; portfolio constructi.
Author : Stephen M. Horan
Publisher : John Wiley & Sons
Page : 578 pages
File Size : 44,9 Mb
Release : 2009-01-09
Category : Business & Economics
ISBN : 9780470381137
An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.
Author : Tom McCullough,Keith Whitaker
Publisher : John Wiley & Sons
Page : 405 pages
File Size : 47,5 Mb
Release : 2018-12-03
Category : Business & Economics
ISBN : 9781119331537
A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today. Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications — these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth. Ensure your personal and financial success and legacy Access insight and data from leading experts Adopt the most useful tools and strategies for wealth management Learn how other families have successfully navigated common dilemmas When your family's wealth is at stake, knowledge is critical — and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
Author : United States. Congress. Senate. Committee on Governmental Affairs. Permanent Subcommittee on Investigations
Publisher : Unknown
Page : 1128 pages
File Size : 45,8 Mb
Release : 2000
Category : Business & Economics
ISBN : UCAL:B5141010
Author : Boris F. J. Collardi
Publisher : John Wiley & Sons
Page : 292 pages
File Size : 41,9 Mb
Release : 2012-08-01
Category : Business & Economics
ISBN : 9780470826997
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.
Author : Patricia Howard
Publisher : John Wiley & Sons
Page : 199 pages
File Size : 42,7 Mb
Release : 2021-02-08
Category : Business & Economics
ISBN : 9780730390909
Learn to take control of your finances and your retirement with this one-stop Australian financial planning bible Have you ever wondered if you have enough money to make it through retirement? The No-Regrets Retirement Guide: How to Live Well, Invest Wisely and Make Your Money Last provides readers with a definitive answer to that question, as well as many others you may have always wanted to ask. Qualified financial planner and author Patricia Howard offers no-nonsense guidance on what it takes to get you to, and through, retirement. You’ll learn how to: Develop a positive and productive mindset as you enter retirement Take control of your finances, regardless of how much money you make or have Learn how to live on invested income rather than earned income Understand and learn to avoid the biggest pitfalls people commonly encounter as they approach retirement Perfect for people entering or already in retirement, The No-Regrets Retirement Guide also belongs on the bookshelves of anyone interested in ensuring they are in a financial position to enjoy their golden years.
Author : Heinrich Weber,Stephan Meier
Publisher : Harriman House Limited
Page : 200 pages
File Size : 54,8 Mb
Release : 2009-08-10
Category : Business & Economics
ISBN : 9781905641758
This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals.
Author : Lynn Bicker
Publisher : Routledge
Page : 222 pages
File Size : 48,9 Mb
Release : 2013-02-01
Category : Business & Economics
ISBN : 9781134793068
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.
Author : Carl Rohsler
Publisher : Law Business Research Ltd.
Page : 320 pages
File Size : 47,7 Mb
Release : 2017-07-12
Category : Electronic
ISBN : 9781912377695
The Gambling Law Review, edited by Carl Rohsler of Squire Patton Boggs, enables a lawyer or executive to swiftly and effectively 'plug in' to the regulatory and legal structure of a wide range of jurisdictions across the world, and understand in a few pages the legal climate, the likely issues that will arise in doing business in that jurisdiction and the overall legal risk. Gambling law in many jurisdictions has changed and evolved significantly, but the essential predicament remains the same: staying on top of the hugely varied and constantly changing corpus of law and regulation. There are in-depth examinations of gambling in law in 24 jurisdictions as well as editorial chapters on Gambling: a Legal And Philosophical Overview, an Overview of US Federal Gaming Law as well as Gambling and European Law. Contributing firms include: Addisons Lawyers, McCann FitzGerald, Brownstein Hyatt Farber Schreck LLP, and Squire Patton Boggs.