6 1/2 X 9 1/5 in PART ONE: PRIVATE BANKING
Chapter 1: PRIVATE BANKING DEFINED
1. Introduction
2. Private B anking Clients
3. Organizational Challenges, Security and S ecrecy
4. A Private Banking Roadmap
5. The Rec ycling of Household Debt Through Private Banking
6. Synergy of Private Banking and Institutional Investors
7. A System Approach to Wealth Management
Chapter 2: KN OW YOUR CUSTOMER AND HIS/HER PROFILE
1. Introduction
2. The Sense of Professional Investment Services
3. Wealth Management in Accordance to the Client's Profile
4. Knowledge Engineering Is Assisting the Investor
5. A Finan cial Advisory System for Currency Exchange
6. Caveat Emptor and Accountability in Private Banking
Chapt er 3: BUSINESS OPPORTUNITY: FEES AND COMMISSIONS FROM PRIVATE BANKING < BR id='CRLF'>1. Introduction
2. Trades, Investments, and Pr ivate Banking Customers
3. Establishing a Strategy of Fees
- ISBN:
- 9780750668552
- 9780750668552
-
Category:
- Investment & securities
- Format:
- Hardback
- Publication Date:
-
01-11-2005
- Language:
- English
- Publisher:
- Elsevier Science & Technology
- Country of origin:
- United Kingdom
- Pages:
- 352
- Dimensions (mm):
- 234x165x28mm
- Weight:
- 0.78kg
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