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

By Dimitris N. Chorafas

List of Figures

Chapter 1: Private Banking Defined

Figure 1.1: The four phases of the economic cycle to which all investors are exposed
Figure 1.2: Percentage changes in inflation rate for the US dollar and euro (2000 2004)
Figure 1.3: General trend lines in the three main income channels of internationally active European banks, over eight years
Figure 1.4: Distribution of financial assets held by US families whose primary earner is thirty-five to forty-four years old. (Statistics by Swiss Re Economic Research & Consulting)
Figure 1.5: The growing amount of college debt in 2002. (Statistics by USA Today.)
Figure 1.6: The rapid growth in Australia's household debt as percentage of personal disposable income
Figure 1.7: Investment banking and private banking correlate, as proven by a study in the UK

Figure 2.1: Customer mirror by channel and integration
Figure 2.2: A system for effective portfolio management, according to investor profile and research results
Figure 2.3: A knowledge-enriched modular investment advisor for wealthy clients
Figure 2.4: Modular architecture of an expert system designed to provide investment advice

Figure 3.1: Market dynamics steadily change the frame of reference affecting financial institutions
Figure 3.2: Pareto's law fully applies to the bank, its clients and its profits
Figure 3.3: Effective convergence in the globalized economy must be obtained across a three-dimensional frame of reference
Figure 3.4: Solutions to real-world problems can be helped through simulation
Figure 3.5: A...

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