Wealth management and private banking reports

Úterý Duben 18 13:39:51 CEST 2006

I enclose details of our best selling wealth management and private banking reports.   

Title 1 : New Family Office: Strategies for Consulting to the Affluent   

An invaluable educational tool, New Family Office: Strategies for Consulting to the Affluent provides investment and wealth management consultants with the skills and knowledge to exploit the new environment in private wealth management.    

The author tracks the changing demands from the marketplace, explaining how you can take advantage of the upheavals in the financial services industry to move from a role of investment management advisor to that of wealth optimization consultant - fully developing the family office model and providing optimal solutions to the changing needs of your clients.    

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/new_family_office_strategies_for_consulting   

Title 2 : A Wealth Manager's Guide to Structured Products   

An essential desk companion and reference tool for wealth managers and distributors of structured products   

-Specifically written to offer the wealth manager guidance in their everyday business, and to help you make sense of the ever growing, and ever more complex, structured products market    
-Highlights important innovations taking place at the forefront of the structured products market, such as the use of credit derivatives, and illuminates how the structure of products can create capital guarantees    
-Includes in-depth coverage of both hedge funds, including funds of funds, and fund derivatives    
-Provides comprehensive advice on topics such as pricing, a particularly important topic as there is currently no specific pricing index for wealth managers to refer to    
-Covers derivatives-based structured products, used to offer high net worth investors capital protection, leverage and tax advantages, and discusses the integration of risk management into the private portfolio    

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/a_wealth_managers_guide_to_structured   

Title 3 : Integrated Wealth Management: The New Direction for Portfolio Managers   

Integrated Wealth Management emphasizes how the high-net-worth portfolio manager must follow a different set of rules, from institutional counterparts. The author gives "step by step" tools to make long term decisions that will be in the best interest of clients.    

Private wealth management is a new, discrete discipline, and not just a variation on the traditional investment management theme. The factors necessitating this new discipline include taxation, using options and risk strategies, individual cash flow needs and investor psychology. As an investment advisor, conventional wisdom needs to be challenged or you will be putting your client's legacy at risk.    

Integrated Wealth Management: The New Direction for Portfolio Managers answers such key questions as:    
- How do I create "after-tax alpha" for my client?   
- How do I define an appropriate asset mix that makes sense over time?   
- What are the costs associated with tax-efficiency?   
- How do I best define an achievable goal for my client?   
- What strategies of the "active versus passive management debate" apply to taxable wealth?   
- Am I over-estimating my client's tolerance for risk?   
- What can I do to assess volatility for decision-making purposes?   
- Why do so many investment theories ignore taxes -- and why is that so dangerous?    

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/integrated_wealth_management_the_new   

Title 4 : Wealth Management & Private Banking Review 2006/07   

Understanding the investment behaviour of high net-worth individuals requires increasing expertise from the international private banking industry. Private investors are continuing to become more sophisticated and demanding and wealth managers must offer innovative and comprehensive strategies to effectively compete in this market place.    

The first edition of the Wealth Management & Private Banking Review provides a complete overview of the market with expert contributions from private bankers, wealth managers and asset managers. The Review discusses wealth management & private banking issues and developments at an international level and will consider how high net-worth individuals can best profit from maximising their opportunities.    

Topics covered include:    
-private banking in an emerging market context   
-bridging private and investment banking   
-partnering private banking with retail banking divisions   
-client relationship management    
-the business owner opportunity   

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/wealth_management_private_banking_review   

Title 5 : The Wealth Management Super League   

This Strategic Insight Report assesses the issue of organisational scale in the private wealth management market. It looks at the forces behind the emergence of large scale international private banks and compares and contrasts the strategic development of five of the worlds largest wealth managers.   

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/the_wealth_management_super_league   

Title 6 : Wealth Management in the United States   

This report covers wealth management services, defined as financial services offered to high net worth individuals (those with investable assets of at least $1 million), and mass affluent individuals (those with investable assets of $250K or more). These services include private banking, asset management, trusts and estates. Market drivers are explored in depth, such as wealth transfer, collaborative investing and the devolution of the brokerage industry. Market size, trends, supply structure and segmentation are defined in detail. Original consumer research reveals the attitudes and behavior of your customers, and a special section on delivery channels compares family offices with private and commercial banks, investment advisors and brokers, and new product trends. A five-year forecast helps you prepare for the future in the wealth management industry.   

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/wealth_management_in_the_united_states   

Title 7 : The Journal of Wealth Management   

JWM offers practical and substantive analysis on investment strategies for high-net worth, taxable portfolios. It is the first publication to provide detailed, comprehensive research from practitioners and academics on the art and science of private portfolio management (formerly The Journal of Private Portfolio Management).   

This is the first and only investment journal dedicated 100% to investment strategies for private taxable portfolios. It offers substantive, practical research for the effective management of taxable portfolios.    

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/the_journal_of_wealth_management   

Title 8 : Global Directory of Private Banking   

This new directory is intended to become a valued source of data not only for prospective private banking clients and their professional advisors, but also for private banks themselves, because of its authoritative coverage of the global private banking industry.    

The directory will contain essential details on every financial institution of significance offering private banking services. A consistent descriptive structure for each organization, and detailed indexing, will enable the reader to make valuable comparisons between different banks. The data to be presented is not readily available in other publications, and will be published as a handsomely produced print publication.   

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/global_directory_of_private_banking   

Title 9 : Credit Risk for Private Banking   

Gain a competitive edge by better managing and assessing credit risk. This book will ensure client managers have a comprehensive understanding of credit risk in private banking. After reading you will have the tools to assess and manage credit risk for the benefit of your bank and your client.    

The book includes self-test exercises which enable you to practise your new skills and ensure principles are internalised. In six comprehensive modules, you will learn how to:    

-undertake a thorough risk assessment;    
-structure portfolios containing credit products;    
-analyse complex new credit products;    
-properly document credit agreements;    
-monitor changes in credit risk;    
-structure credit products to maximise the profitability of the bank;    
-develop business with a known and acceptable level of risk;    
-set up appropriate controls to mitigate risk;    
-better identify business with an acceptable return;    
-construct comprehensive and succinct credit applications;    
-assess collateral for repayment in case of default;    
-better understand your client's exposure to risk.    

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/credit_risk_for_private_banking   

Title 10 : The UK Wealth Management And Private Banking Market Outlook: Optimising Customer Value In A Demanding Marketplace   

This report examines the key issues currently facing wealth managers including cross-border expansion, multi-manager investment structures, lifestyle services and alternative investments, to help formulate effective expansion and diversification strategies for the future   

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/the_uk_wealth_management_and_private_banking   

Title 11 : Leveraging Group Resources For The Private Banking Division   

This briefing analyzes the ways that universal banks can best harness the capabilities of other group divisions to the benefit of their wealth management units. It assesses linkages and opportunities in areas such as retail banking, asset managment, stockbroking, investment banking and insurance   

For a complete index of this report click on:   
http://www.researchandmarkets.com/product/4b21da/leveraging_group_resources_for_the_private   

Ordering - Three easy ways to place your order:   

1] Order online: Click on the relevant title link above   

2] Order by fax: Click on the relevant title link above and follow the "Order by Fax" link   

3] Order by mail: Print a fax order form (see order option 2 above) and send to Research and Markets Ltd. Guinness Center, Taylors Lane, Dublin 8. Ireland.   

Thank you for your consideration.   
Best Regards,   

Amy Cole   
Senior Manager   
Research and Markets Ltd   
amy.cole na researchandmarkets.com   

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