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

Index

A

Aberdeen Asset Management, 136
Absorber certificates (airbags), 326 8
Accountability, 43 5
Accounting practices, 192, 362
Accrual notes, 290 6, 353 4
Actionable ideas, 98 9
Active/passive investment strategies, 106 10, 112
Administrative fees, 54
Advisory systems, 25 8, 34 40, 135 6, 150 2
Age statistics, debt, 16 17
Agency services, 164, 166 7
AIG see American International Group
Airbags see absorber certificates
All-or-nothing options, 193
American International Group (AIG), 121 3
Analytical minds, researchers, 314
Andersen risk see deception risk
Asbestos legal cases, 169, 171, 270
Asian/USA currency basket, 354 7
Asset allocation, 24 5, 97 103
Asset management, 93 137
accountability, 43
active/passive strategies, 106 10
asset allocation, 97 103
business models, 116 37
capital mobility, 95 7
customer profiles, 32
diversification, 110
fees, 58 9
fund management, 43 5, 126 7
intrinsic value, 112 15
managers, 59 62, 116 20, 145 6, 152 4
outsourcing/insourcing, 138 62
private banking, 7, 22 3
property derivatives, 103 6
see also investments
Asset swaps, 289 90
Asset unbundling, 307
Australia, household debt, 17 18
Automation, routine tasks, 29

B

Banking
Deutsche Bank, 127
inefficiency, 161 2
interbank markets, 244
management fees, 54 7
on-line banking, 171 2
risk assessment, 358
Swiss banks, 3 4, 11, 13 14, 54 7, 160 2
trust duties, 167
see also private banking
Barrier options, 318 20
Base currencies, 341, 344, 346
Belgium, exchange rates, 347
Benchmark funds, foreign exchange, 354 7
Benner, Steven, 152 3
Beta factor, 251
Bloomberg's definition, 214, 270
Bondholder risk, 270 2
Bonds, 237 43, 255 6, 267 70, 281 3, 307
Bonus certificates, 328 30
Bonus notes, 297 9
Book value, 113
Borrowing, 223, 266 70
Bottom-up approach, portfolios, 148 9
Breakpoint discounts, 61 2
Brokerage, 145 6
Bubbles, stockmarkets, 248 9, 311, 315 16
Bull notes, 297 9
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