rdf-syntax-grammar
mods:
  schema location: http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
  title info:
    title: Wealth management
    sub title: private banking, investment decisions and structured financial products
  name:
    name part: Chorafas, Dimitris N.
    role:
      role term: creator
  name:
    name part: ScienceDirect (Online service)
  type of resource: text
  genre: bibliography
  genre: Electronic books.
  genre: dissertations.
  genre: Academic theses
  genre: Academic theses.
  genre: Thèses et écrits académiques.
  origin info:
    place:
      place term: enk
    place:
      place term: Oxford, UK
    place:
      place term: Burlington, MA
    publisher: Butterworth-Heinemann
    date issued: 2006
    issuance: monographic
  language:
    language term: eng
  physical description:
    form: remote
    extent: 1 online resource (xiv, 376 pages) : illustrations
  abstract: This book 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 appea…
  table of contents: Part One Private Banking -- Chapter 1 Private Banking Defined -- Chapter 2 Know Your Customer And His/Her Profile -- Chapter 3 Business Opportunity: Fees And Commissions From Private Banking -- Chapter 4 Risk And Return With Investments -- Part Two Asset Management -- Chapter 5 Asset Management Defined -- Chapter 6 Business Models For Asset Manangement -- Chapter 7 Outsourcing And Insourcing Assets Management -- Chapter 8 Trust Duties And Legal Risk -- Part Three Derivative Financial Instruments, Structured Products, And Risk Control -- Chapter 9 Derivative Financial Instruments Defined -- Chapter 10 Structured Financial Products -- Chapter 11 Controlling The Risk Taken With Structured Products -- Part Four Case Studies With Three Main Classes Of Structured Products -- Chapter 12 Fixed Income Structured Products -- Chapter 13 Practical Examples With Fixed Income Derivatives -- Chapter 14 Equity-Type Structured Products -- Chapter 15 Practical Examples With Equity Type Derivatives -- Chapter 16 Currency Exchange Structured Products -- Appendix -- Derivatives As A Tax Haven.
  note: Dimitris N. Chorafas.
  note: Includes bibliographical references and index.
  note: English.
  subject:
    topic: Structured notes (Securities)
  subject:
    topic: Private banks
  subject:
    topic: Financial engineering
  subject:
    topic: Obligations structurées
  subject:
    topic: Banques privées
  subject:
    topic: Ingénierie financière
  subject:
    topic: Financial engineering
  subject:
    topic: Private banks
  subject:
    topic: Structured notes (Securities)
  classification: HG4651.5 .C48 2006eb
  classification: 332.63/2044
  related item:
    title info:
      title: Wealth management
    name:
      name part: Chorafas, Dimitris N.
    origin info:
      publisher: Oxford, UK ; Burlington, MA : Butterworth-Heinemann, 2006
    identifier: (DLC) 2005932521
    identifier: (OCoLC)61425613
  related item:
    title info:
      title: Elsevier finance
  identifier: 9780750668552
  identifier: 0750668555
  identifier: 9780080461649
  identifier: 0080461646
  identifier: 1280642424
  identifier: 9781280642425
  identifier: 9786610642427
  identifier: 6610642427
  identifier: 2005932521
  identifier: 116230:116328 Elsevier Science & Technology
  identifier: http://proxy.library.tamu.edu/login
  record info:
    record content source: OPELS
    record creation date: 080310
    record change date: 20260326153419.5
    record identifier: in00005734515
    language of cataloging:
      language term: eng