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Private Banking
Kundenberatung, Finanzplanung, Anlagestrategien
-
Klaus Spremann
Language:
German
Published/Copyright:
2014
About this book
BUILDING AND MANAGING WEALTH
This book provides a proven didactic introduction to asset and wealth management for private individuals that includes premier banking, private banking, and family offices. The three sections of the work offer detailed treatments of investment accumulation, banks and financial service providers, as well as investment styles and strategies in portfolio management.
- How do I create wealth and how should I manage it?
Author / Editor information
Prof. Dr. Dr. h.c. Klaus Spremann (Universität St. Gallen)
Reviews
“Eine lesefreundliche Text- und Bildgestaltung trägt zum benutzerfreundlichen Gesdamtkonzept wesentlich bei. Das Buch ist aus einer unabhängigen und neutralen Perspektive geschrieben [...].”
Klaus Spremann in: Controller-Magazin, S.96, 10/2014
Supplementary Materials
Topics
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Frontmatter
I -
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Zum Geleit
V -
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Inhaltsverzeichnis
VII - I. Kundenberatung
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1. Dienstleistungen
3 -
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2. Private Banking
23 -
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3. Erstgespräch
41 -
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4. Risikoaufklärung
57 -
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5. Risikostufen
81 -
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6. Anlagevorschlag
101 - II. Finanzplanung
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7. Vermögensaufbau
115 -
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8. Lebenszyklus-Hypothese
133 -
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9. Vermögenspyramide
149 -
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10. Gebundenes Vermögen
169 -
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11. Weiteres Vermögen
191 -
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12. Vermögensbilanz
203 - III. Anlagestrategien
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13. Passiv oder Aktiv?
217 -
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14. Selektion
235 -
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15. Performance
251 -
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16. Timing
269 -
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Verzeichnisse
285
Publishing information
Pages and Images/Illustrations in book
eBook published on:
November 27, 2013
eBook ISBN:
9783486779639
Edition:
2. grundlegend überarbeitete Auflage
Pages and Images/Illustrations in book
Front matter:
9
Main content:
294
Illustrations:
60
eBook ISBN:
9783486779639
Keywords for this book
Portfolio management; asset management; wealth management; premier banking; private banking; wealth building
Audience(s) for this book
Students preparing for employment in the financial consulting industry; private investors
