Wealth Management

Released on by Dimitris N. Chorafas
preview-18

  • Wealth Management Book Detail

  • Author : Dimitris N. Chorafas
  • Release Date : 2011-02-24
  • Publisher : Elsevier
  • Genre : Business & Economics
  • Pages : 391
  • ISBN 13 : 0080461646
  • File Size : 53,53 MB
DOWNLOAD BOOK

Wealth Management by Dimitris N. Chorafas PDF Summary

Book Description: 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

Disclaimer: www.yourbookbest.com does not own Wealth Management books pdf, neither created or scanned. We just provide the link that is already available on the internet, public domain and in Google Drive. If any way it violates the law or has any issues, then kindly mail us via contact us page to request the removal of the link.

Wealth Management

Wealth Management

File Size : 92,92 MB
Total View : 8487 Views
DOWNLOAD

Wealth Management has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous

The New Wealth Management

The New Wealth Management

File Size : 69,69 MB
Total View : 6591 Views
DOWNLOAD

Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advis

Family Wealth Management

Family Wealth Management

File Size : 63,63 MB
Total View : 4928 Views
DOWNLOAD

Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family

Wealth Management

Wealth Management

File Size : 25,25 MB
Total View : 9285 Views
DOWNLOAD

``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Char

Private Wealth

Private Wealth

File Size : 72,72 MB
Total View : 8880 Views
DOWNLOAD

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 specialt