Wealth Management: Private Banking, Investment Decisions, and Structured Financial Products

This book addresses Private Banking and investment decisions, particularly investments in Structured Financial Products. Dr. Dimitris Chorafas examines in a rigorous manner whether structured financial products are advisable for retail and institutional investors and, if yes, which risks they entail. As our society becomes increasingly affluent, a growing number of high net-worth individuals, and families, have become retail investors looking for ways to optimise wealth management. Private Banking deals with these sorts of clients. But is this done in a way protecting investor interests? Private banking also deals with clients that are institutional investors, such as pension funds, mutual funds, insurance companies, and not-for-profits foundations. The fact that structured financial products appeal, or at least are being marketed, to both retail investors and institutional investors justifies approaching the investment needs of both populations under one cover, in studying the advisability of using Structured Financial Products and their risks. Dr. Dimitris Chorafas addresses these issues in a practical manner with numerous case studies and real-world examples drawn from his intensive research and personal experience.Dimitris N. Chorafas is the author of 'Wealth Management: Private Banking, Investment Decisions, and Structured Financial Products', published 2005 under ISBN 9780750668552 and ISBN 0750668555.