Global Private Banking and Wealth Management

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0470687819
Total Pages : 571 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis Global Private Banking and Wealth Management by : David Maude

Download or read book Global Private Banking and Wealth Management written by David Maude and published by John Wiley & Sons. This book was released on 2010-02-09 with total page 571 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Wealth Management

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Author :
Publisher : Elsevier
ISBN 13 : 0080461646
Total Pages : 391 pages
Book Rating : 4.0/5 (84 download)

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Book Synopsis Wealth Management by : Dimitris N. Chorafas

Download or read book Wealth Management written by Dimitris N. Chorafas and published by Elsevier. This book was released on 2011-02-24 with total page 391 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Open Doors

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Publisher : Rowman & Littlefield
ISBN 13 : 9780815798132
Total Pages : 452 pages
Book Rating : 4.7/5 (981 download)

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Book Synopsis Open Doors by : Robert E. Litan

Download or read book Open Doors written by Robert E. Litan and published by Rowman & Littlefield. This book was released on 2004-05-13 with total page 452 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Brookings Institution Press, the World Bank, and the International Monetary Fund publication The extensive reforms and liberalization of financial services in emerging markets worldwide call for cutting-edge strategies to capture the benefits of new investment opportunities. In Open Doors, a volume of papers from the third annual Financial Markets and Development conference, multidisciplinary financial sector experts analyze current economic and political trends and prescribe practical advice to the financial development community. The book addresses the key issues of concern regarding the emerging markets, including the trends, motivations, and scope of FDI in finance; policy options that will best capture the opportunities of foreign entry; and the role of foreign institutions in e-finance innovation. The authors focus on specific topics such as foreign participation in emerging market banking systems and securities industries, WTO policies and enforcement, the role of foreign banks, liberalization of insurance markets, the need for capital markets, and the policy, regulatory, and legal issues associated with e-finance. For policymakers and financial practitioners affected by the WTO's Financial Services Agreement, this timely book should be of particular interest. Contributors include Donald Mathieson (International Money Fund), Pierre Sauvé (Trade Directorate, OECD), George J. Vojta (formerly with Bankers Trust and Citibank), Harold D. Skipper (J. Mack Robinson College of Business, Georgia State University), Benn Steil (Council on Foreign Relations), Morris Goldstein and Edward M. Graham (Institute for International Economics), Nicolas Lardy (Brookings Institution), Phillip Turner (Bank of International Settlements), and Robert Ledig (Fried, Frank, Shriver & Jacobson).

The Global Findex Database 2017

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Publisher : World Bank Publications
ISBN 13 : 1464812683
Total Pages : 228 pages
Book Rating : 4.4/5 (648 download)

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Book Synopsis The Global Findex Database 2017 by : Asli Demirguc-Kunt

Download or read book The Global Findex Database 2017 written by Asli Demirguc-Kunt and published by World Bank Publications. This book was released on 2018-04-19 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: In 2011 the World Bank—with funding from the Bill and Melinda Gates Foundation—launched the Global Findex database, the world's most comprehensive data set on how adults save, borrow, make payments, and manage risk. Drawing on survey data collected in collaboration with Gallup, Inc., the Global Findex database covers more than 140 economies around the world. The initial survey round was followed by a second one in 2014 and by a third in 2017. Compiled using nationally representative surveys of more than 150,000 adults age 15 and above in over 140 economies, The Global Findex Database 2017: Measuring Financial Inclusion and the Fintech Revolution includes updated indicators on access to and use of formal and informal financial services. It has additional data on the use of financial technology (or fintech), including the use of mobile phones and the Internet to conduct financial transactions. The data reveal opportunities to expand access to financial services among people who do not have an account—the unbanked—as well as to promote greater use of digital financial services among those who do have an account. The Global Findex database has become a mainstay of global efforts to promote financial inclusion. In addition to being widely cited by scholars and development practitioners, Global Findex data are used to track progress toward the World Bank goal of Universal Financial Access by 2020 and the United Nations Sustainable Development Goals. The database, the full text of the report, and the underlying country-level data for all figures—along with the questionnaire, the survey methodology, and other relevant materials—are available at www.worldbank.org/globalfindex.

China's Financial Markets

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Publisher : Routledge
ISBN 13 : 1317697936
Total Pages : 320 pages
Book Rating : 4.3/5 (176 download)

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Book Synopsis China's Financial Markets by : Ming Wang

Download or read book China's Financial Markets written by Ming Wang and published by Routledge. This book was released on 2014-05-16 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides an overview of China’s financial markets and their latest developments. The book explores and discusses the difficulties in building modern financial markets that are compatible with an increasingly complicated market economy and examines the various strategies to reform China’s financial system. It covers a range of topics: China’s financial structure, financial regulation, financial repression and liberalization, monetary policy and the People's Bank of China, banking reforms, exchange rate policy, capital control and capital-account liberalization, and development of the stock markets. The book provides a basic understanding of the current issues related to the development of China’s financial markets. It enhances knowledge of China’s regulatory framework which has helped to shape China’s financial landscape. It provides specific, useful knowledge about investment in China, such as, market sense, to identify the investment opportunities in various asset classes.

Banking Institutions in Developing Markets: Building strong managememt and responding to change

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Author :
Publisher : World Bank Publications
ISBN 13 : 9780821322178
Total Pages : 190 pages
Book Rating : 4.3/5 (221 download)

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Book Synopsis Banking Institutions in Developing Markets: Building strong managememt and responding to change by :

Download or read book Banking Institutions in Developing Markets: Building strong managememt and responding to change written by and published by World Bank Publications. This book was released on 1992-01-01 with total page 190 pages. Available in PDF, EPUB and Kindle. Book excerpt: Describes how to run a sound and efficient bank in a liberalized financial environment.Also available:Banking Institutions in Developing Markets. Volume 2: Interpreting Financial StatementsChris J. Barltrop and Diana McNaughton152 pages / (ISBN 0-8213-2218-4) / Stock No. 12218 / $20.00 / Price code S2

Emancipating the Banking System and Developing Markets for Government Debt

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Author :
Publisher : Psychology Press
ISBN 13 : 9780415156400
Total Pages : 302 pages
Book Rating : 4.1/5 (564 download)

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Book Synopsis Emancipating the Banking System and Developing Markets for Government Debt by : Maxwell J. Fry

Download or read book Emancipating the Banking System and Developing Markets for Government Debt written by Maxwell J. Fry and published by Psychology Press. This book was released on 1997 with total page 302 pages. Available in PDF, EPUB and Kindle. Book excerpt: First Published in 1997. Routledge is an imprint of Taylor & Francis, an informa company.

Private Finance for Development

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Author :
Publisher : International Monetary Fund
ISBN 13 : 1513571567
Total Pages : 161 pages
Book Rating : 4.5/5 (135 download)

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Book Synopsis Private Finance for Development by : Hilary Devine

Download or read book Private Finance for Development written by Hilary Devine and published by International Monetary Fund. This book was released on 2021-05-14 with total page 161 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Covid-19 pandemic has aggravated the tension between large development needs in infrastructure and scarce public resources. To alleviate this tension and promote a strong and job-rich recovery from the crisis, Africa needs to mobilize more financing from and to the private sector.

Handbook of Asian Finance

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Publisher : Academic Press
ISBN 13 : 0128011017
Total Pages : 413 pages
Book Rating : 4.1/5 (28 download)

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Book Synopsis Handbook of Asian Finance by : David Lee Kuo Chuen

Download or read book Handbook of Asian Finance written by David Lee Kuo Chuen and published by Academic Press. This book was released on 2014-05-12 with total page 413 pages. Available in PDF, EPUB and Kindle. Book excerpt: Asia's miraculous recovery from the 1997 crisis ushered in unexpected transformations to its economies and financial sectors. The reasons many Asian countries are growing above 6%, with double-digit growth for a year or two in-between, are investigated by this extensive research collection. The Handbook of Asian Finance covers the most interesting issues raised by these growth rates. From real estate prices and the effects of trading technologies for practitioners to tax evasion, market manipulation, and corporate governance issues, expert scholars analyze the ways that the region is performing. Offering broader and deeper coverage than other handbooks, the Handbook of Asian Finance explains what is going on in Asia today. - Devotes significant attention to the systematic risk created by banks' exposure to links between real estate and other sectors - Explores the implications implicit in the expansion of sovereign funds and the growth of the hedge fund and real estate fund management industries - Investigates the innovations in technology that have ushered in faster capital flow and larger trading volumes

Building an International Financial Services Firm

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Author :
Publisher : Oxford University Press
ISBN 13 : 0199535205
Total Pages : 386 pages
Book Rating : 4.1/5 (995 download)

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Book Synopsis Building an International Financial Services Firm by : Markus Venzin

Download or read book Building an International Financial Services Firm written by Markus Venzin and published by Oxford University Press. This book was released on 2009-01-22 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book explores the issues that arise for banks in their strategic choices as they move into new international markets. It focuses on fundamental strategic decisions such as when, where, and how to enter foreign markets and how to design the organizational architecture of the multinational financial services firm.

The Future of Global Financial Services

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Publisher : John Wiley & Sons
ISBN 13 : 1405142405
Total Pages : 240 pages
Book Rating : 4.4/5 (51 download)

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Book Synopsis The Future of Global Financial Services by : Robert E. Grosse

Download or read book The Future of Global Financial Services written by Robert E. Grosse and published by John Wiley & Sons. This book was released on 2009-02-09 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book explores the future of the financial services industry, giving readers an idea of the kinds of institutions and services that will survive in the early twenty-first century. An informative and provocative exploration of the future of the financial services industry. Focuses on likely changes in the near future, such as greater use of the Internet for banking transactions and the increasing globalization of financial services. Points to the probable disappearance of the insurance sector as a separate industry. Describes changing conditions in key financial centres, especially the US, the UK, Germany, Japan and Switzerland.

International Banking for a New Century

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Author :
Publisher : Routledge
ISBN 13 : 131752716X
Total Pages : 274 pages
Book Rating : 4.3/5 (175 download)

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Book Synopsis International Banking for a New Century by : Irene Finel-Honigman

Download or read book International Banking for a New Century written by Irene Finel-Honigman and published by Routledge. This book was released on 2015-06-12 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new textbook provides an up-to-date overview of international banking as the second decade of the twenty-first century unfolds. Integrating geo-economic, operational, institutional and regulatory changes in the financial sector, the volume’s methodology incorporates specific case studies and research, combining theory with practical examples to illustrate the impact and consequences of past and present financial crises. The volume considers the core aspects of international banking, including its structural and technical features, historical context, institutional evolution in core markets, and wholesale, retail, investment and private banking. It uses specific examples from past and present literature, post-2008 case studies and histories, and research materials, offering a fully updated overview of how international banks respond to global crises, the origin, efficacy and evolution of financial markets, and the regulatory framework within which they function. One chapter is devoted to the evolution and potential of new markets, including the financial sectors of the BRICS and other emerging economies. Each chapter examines background, causes, impact and resolution, focusing on specific cases and their broader implications for the sector. This textbook is a guide to the new, and at times unchartered, landscape to be navigated by large domestic, cross-regional and global banks, and will be invaluable reading for students of finance, business and economics, as well as for those in the financial sector.

Vault Career Guide to Private Wealth Management

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Author :
Publisher : Vault Inc.
ISBN 13 : 1581314485
Total Pages : 237 pages
Book Rating : 4.5/5 (813 download)

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Book Synopsis Vault Career Guide to Private Wealth Management by : Michael J. Martinez

Download or read book Vault Career Guide to Private Wealth Management written by Michael J. Martinez and published by Vault Inc.. This book was released on 2007 with total page 237 pages. Available in PDF, EPUB and Kindle. Book excerpt: Private wealth management, also called private banking, is a specialized branch of the investment community that provides one-stop shopping for products and services needed by the wealthy.

Re-imagining Offshore Finance

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Publisher : Oxford University Press
ISBN 13 : 0190466871
Total Pages : 265 pages
Book Rating : 4.1/5 (94 download)

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Book Synopsis Re-imagining Offshore Finance by : Christopher M. Bruner

Download or read book Re-imagining Offshore Finance written by Christopher M. Bruner and published by Oxford University Press. This book was released on 2016 with total page 265 pages. Available in PDF, EPUB and Kindle. Book excerpt: In this book, Bruner canvasses extant theoretical frameworks used to describe and evaluate the roles of small jurisdictions in cross-border finance. He proposes a new conceptual framework that better captures the characteristics, competitive strategies, and market roles of those achieving global dominance in the marketplace - the "market-dominant small jurisdiction" (MDSJ). Bruner identifies the central features giving rise to such jurisdictions' competitive strengths - historical, cultural, and geographical - while reflecting development strategies pursued in light of those circumstances. Through this lens, he evaluates a range of small jurisdictions that have achieved global dominance in specialized areas of cross-border finance, including Bermuda, Dubai, Singapore, Hong Kong, Switzerland, and Delaware.

Behavioral Finance for Private Banking

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Publisher : John Wiley & Sons
ISBN 13 : 1119453704
Total Pages : 263 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Behavioral Finance for Private Banking by : Kremena K. Bachmann

Download or read book Behavioral Finance for Private Banking written by Kremena K. Bachmann and published by John Wiley & Sons. This book was released on 2018-06-06 with total page 263 pages. Available in PDF, EPUB and Kindle. Book excerpt: An essential framework for wealth management using behavioral finance Behavioral Finance for Private Banking provides a complete framework for wealth management tailored to the unique needs of each client. Merging behavioral finance with private banking, this framework helps you gain a greater understanding of your client’s wants, needs, and perspectives to streamline the decision making process. Beginning with the theoretical foundations of investment decision making and behavioral biases, the discussion delves into cultural differences in global business and asset allocation over the life cycle of the investment to help you construct a wealth management strategy catered to each individual’s needs. This new second edition has been updated to include coverage of fintech and neurofinance, an extension of behavioral finance that is beginning to gain traction in the private banking space. Working closely with clients entails deep interpersonal give and take. To be successful, private banking professionals must be as well-versed in behavioral psychology as they are in finance; this intersection is the heart of behavioral finance, and this book provides essential knowledge that can help you better serve your clients’ needs. Understand the internal dialogue at work when investment decisions are made Overcome the most common behavioral biases—and watch for your own Learn how fintech and neurofinance impact all aspects of private banking Set up a structured wealth management process that places the client’s needs front and center Private banking clients demand more than just financial expertise. They want an advisor who truly understands their needs, and can develop and execute the kind of strategy that will help them achieve their goals. Behavioral Finance for Private Banking provides a complete framework alongside insightful discussion to help you become the solution your clients seek.

Financial Market Regulation and Reforms in Emerging Markets

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Author :
Publisher : Brookings Institution Press
ISBN 13 : 0815704895
Total Pages : 441 pages
Book Rating : 4.8/5 (157 download)

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Book Synopsis Financial Market Regulation and Reforms in Emerging Markets by : Masahiro Kawai

Download or read book Financial Market Regulation and Reforms in Emerging Markets written by Masahiro Kawai and published by Brookings Institution Press. This book was released on 2011 with total page 441 pages. Available in PDF, EPUB and Kindle. Book excerpt: "In the wake of the global financial crisis that began in 2008, offers a systematic overview of recent developments in regulatory frameworks in advanced and emerging-market countries, outlining challenges to improving regulation, markets, and access in developing economies"--Provided by publisher.

Strategy for the Wealthy Family

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Publisher : John Wiley & Sons
ISBN 13 : 1118179390
Total Pages : 340 pages
Book Rating : 4.1/5 (181 download)

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Book Synopsis Strategy for the Wealthy Family by : Mark Haynes Daniell

Download or read book Strategy for the Wealthy Family written by Mark Haynes Daniell and published by John Wiley & Sons. This book was released on 2011-12-14 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: "An excellent and comprehensive approach to the strategies required to understand, protect and grow family wealth across generations." John Evans Managing Editor Private Banker International "Strategy for the Wealthy Family expands the field of wealth planning and management by exploring beyond just financial concerns to consider critical human issues such as philanthropy and family leadership." Professor Randel S. Carlock, Ph.D., INSEAD Business School Berghmans Lhoist Chaired Professor in Entrepreneurial Leadership Director, Wendel International Centre for Family Enterprise "The first book I have ever seen which fully addresses the all-important human side of the wealthy family as well as the financial aspects of family wealth management...an important book for any family, no matter how much wealth they have." Vivian Imerman Entrepreneur "Strategy for the Wealthy Family is a brilliant source of insight and information covering all aspects of family wealth management. This book is a perfect companion for private bankers, wealth managers, and wealthy families." Christopher Wilson Managing Partner Family Office Trust "...a complete work of art for the wealthy." R Jayachandran Chairman Aquarius Investment Advisors