roller  Processing...
Shroff Publishers & Distributors Pvt. Ltd.
Login
 
 
|
Books Expand/Collapse
Skip Navigation Links.
.Net Platform
3D Computer Graphics
Academics
ACCA (Association of Chartered Certified Accountants)
Accounting
ActionScript
Active Server Pages (ASP)
ADO .NET
Adobe
Adobe Acrobat
Adobe Indesign
Adobe Photoshop
Aeronautical Engineering & Aircraft Maintenance
AIEEE
Ajax
Algebra
Algorithms
Amazon
Android
Animation
ANSI
Apache
Apple
Apple Mobile
Application Development
Application Program Interface
Application Software
Architecture
Architecture & Analysis
Arduino
Artificial Intelligence
AS/400
ASP.NET
Assembly Language Programming
Astronomy
Audio Books
Autocad
Aviation
Aviation Weather
Banking
Beginners Level
Biographies & Memoirs
Biography
Bioinformatics
Biological Terrorism
Biology
Biotechnology Engineering
Body, Mind & Spirit
Book Publishing
BPEL (Business Process Execution Language)
Brand Management
Buddhism
Business
Business & Economics
Business & Investing
Business Application
Business Communications
Business Management
Business Skills
Business Software
Business, Management & Finance
C Programming
C# / Visual C# .Net
C++ Programming
C/ C++/ C#
CADD
Career Development
Career Guides
Catering & Hotel Management
Certification
Chartered Accountancy
Chemical Engineering
Chemistry
CIA
CICS
CIMA (Chartered Institute of Management Accountants)
CISA
Cisco / Brocade
CISSP
Civil Aviation Requirement
Civil Engineering
Civil Services Aptitude Test (CSAT)
Client/Server
Cloud Computing
Cloud Programming
CMMI (Capability Maturity Model Integration)
Cobol
Coldfusion
COM / DCOM / COM+
Communications
Competitive Examination
Complete Study Text
Complete Text
Computer Architecture
Computer Games
Computer Graphics
Computer Programming
Computer Science
Computer Security
Computer Vision
Computers
Configuration Management Software
Consumer Behaviour
Content Management System (CMS)
Cookbooks
CPIM
CQA
Criminology
Crystal Reports
CSS (Cascading Style Sheets)
Current Affairs
Customer Relationship Management (CRM)
Data
Data Analysis
Data Analytics
Data Integration
Data Modeling
Data Science
Data Structures
Data Warehousing
Database Management
Database Programming
Databases
DB2
Defence
Dental
Design
Desktop Publishing (Macintosh & Windows)
DHTML
Digital Audio
Digital Photography
Digital Video
Distributed Computing
DIY Projects
DNS
Drafting
Dreamweaver Ultradev / Dreamweaver MX / Dreamweaver CS
Drupal
E-Commerce
E-Learning
Eclipse
Economics
Education & Reference
Educational
Electrical Engineering
Electronics
Electronics Engineering
ELT & Dictionary
Email
Embedded Systems
Engineering
English
English Language Teaching
Enterprise
Enterprise JavaBeans (EJB)
Enterprise Products and Platforms
Enterprise Service Bus (ESB)
Entrance Examination
Entrepreneurship
Environment
Ergonomic
ERP (Enterprise Resource Planning)
Exam Kit
F#
Family & Relationships - Parenting
FAQ (Frequently Asked Questions)
Fashion Design
Fashion Technology
Fiction
Filemaker Pro
Finance
Financial Accounting
Financial Applications
Financial Management
Financial Operations
Financial Strategy
Flash
Flex
Foreign Exchange
Forensics
French
Functional Programming
Game Development
Game Programming
General
Geographical Information Systems (GIS)
Geometry
Globalization
GMAT (Graduate Management Admission Test)
GNU
Google
Google Android
Graph Theory
Graphics
Graphics Design
Graphics Programming
GRE (Graduate Record Examination)
Green Computing
Hacking
Hadoop
Hardware
Haskell
Health & Fitness - Healing
Health IT
Health, Mind & Body
Hedge Funds
Hibernate
History
Hive
Hobbies
Hospitality
Hotel Management
HRD
HTML
HTML5
Human Resource Management Systems (HRMS)
IBM
IBM Mainframe
IBM Technical Resources
IBM WebSphere
IIT-JEE
Image Processing
IMAP (Internet Message Access Protocol)
Industrial Design
Industrial Engineering
Information Management Software
Information Security
Information Technology
Information Theory
Infrastructure Solutions
Innovation Management
Inspirational
Insurance
Interactive Text
Interior Design
International Business
International Developemnt
Internet
Internet Advertising
Internet Programming
Internet Protocol
Internet Security
Introducing to Computers
Investments
iPad
iPhone
iPod
Islamic Finance
Jakarta Commons
Jakarta Struts
Java
Java 2 Enterprise Edition (J2EE)
Java Certification
Java Programming
Java Server Programming
JavaScript
JavaServer Faces (JSF)
JavaServer Pages (JSP)
JBoss
JDBC
Jini
Joomla!
Journalism
jQuery
LAN (Local Area Network)
Language
Law
LDAP
Leadership
Learning Disability
LEGO
Linux
Liquor
Literature
Logistics
Lotus Notes & Domino
Mac
Mac OS
Machine Learning
Macintosh
Main Exams
Make O'Reilly
Management
Management Information System (MIS)
Marine
Marketing
Marketing Management
Mathematical & Statistical Software
Mathematics
Matlab
Maya
MCSA / MCSE / MCSD
Mechanical Engineering
Media
Medical
Microcontrollers
Microfinance
Microsoft
Microsoft .Net Framework
Microsoft Access
Microsoft Certification
Microsoft Development
Microsoft Dynamics
Microsoft Excel
Microsoft Frontpage
Microsoft Office
Microsoft PowerPoint
Microsoft Programming
Microsoft Project
Microsoft Sharepoint
Microsoft Silverlight
Microsoft SQL Server
Microsoft Visual Basic
Microsoft Windows
Microsoft Word
Mobile Computing
Mobile Development
Mobile Programming
Mobile Security
Moodle
Motivational
Mulitmedia Development
Multimedia
Multithreaded
Musical Instruments
MySQL
Negotiating
Network
Network Administration
Networking
New Age
Non Fiction
NTSE
Nursing
Obesity
Object Technology
Object-Oriented Programming
Office Application
OOP
Open Source
OpenGL Programming
Operating Systems
Operation Management
Operations Management
Oracle
Organizational Behavior
Organizational Management
Patent and Trademarks
Patterns
PC Hardware
PeopleSoft
Perl
Personal Computers
Personal Growth
Pharmacology
Philosophy
PHP
Physics
PMI-ACP Exam
PMP
Pocket Notes
Political Science
Politics & Government
Postfix
Powershell
Practice & Revision Kit
Presentation Software
Programming
Programming Languages
Project Book
Project Management
Psychology
Python
Quality
Quality Management
Quick Test Professional (QTP)
QuickBooks
Rails
RDF
Real Estate/Home Buying Guides
Recipes
Reference
Relationship Marketing
Religion & Spirituality
Research Methods in Management
Revision Cards
RFID (Radio Frequency Identification)
Risk Management
Risk Management & Insurance
Robotics
RPG (Report Program Generator)
RSS (Rich Site Summary)
Ruby
Sales Management
Samba
SAP
SAS
SAT (Scholastic Aptitude Test)
Science
Search Engine Marketing
Search Engine Optimization (SEO)
Securities
Security
Self-Help
Sendmail
SharePoint
Skills
SOA: Service-Oriented Architecture
SOAP
Social Aspects
Social Media
Social Networking
Social Sciences
Social Web
Software Architecture
Software Design
Software Development
Software Documentation
Software Engineering
Software Project
Software Testing
Solaris
Spiritual
Sports
Spreadsheet
Spring
SQL
Statistical Software
Statistics
Statistics Programming
Stock Market
Strategic Management
Structural Analysis & Design
Study Aids
Study Guide
Success
Supply Chain Management
Sybase
System Administration
System Programming
Systems Analysis & Design
TCP/IP
Tech Culture
Technical Writing
Technology
Technology & Society
Telecommunications
Telephony
Test Preparation
Text Processing
Time Management
Tivoli
TOEFL (Test of English as a Foreign Language)
Tomcat
Trade Business
Travel and Tourism Management
UML (Unified Modeling Language)
Unix
Unix Programming
Unix System Administration
Unix Text Editing
Unix Utilities
Used Books
User Experience
User Interface Design
Valuation
VBA
VBScript
View Engine
Virtualization
Virtualization and Cloud
Visual Basic
Visual Basic .Net / VB .NET
Visual Basic Certification
Visual Basic Programming
Visual C++
Visual Studio .Net
Vmware
Vocational
VoIP
VPN (Virtual Private Networks)
WAP
Web
Web Analytics
Web Application
Web Application Framework
Web Authoring
Web Design
Web Development
Web Graphics & Video
Web Marketing
Web Programming
Web Publishing
Web Security
Web Server
Web Services
WebLogic
Website Optimization
WebSphere
Windows
Windows 2000
Windows 7
Windows 8
Windows 95
Windows Administration
Windows Applications
Windows Forms
Windows NT
Windows NT Administration
Windows Programming
Windows Server
Windows Server 2003
Windows Vista
Windows XP
Wireless
WordPress
World Wide Web
X Windows
XHTML
XML (Extensible Markup Language)
XSL
XSLT
Yoga
Titles By Year Expand/Collapse
Product Details
Books » Investments
Business Knowledge for IT in Private Wealth Management
Business Knowledge for IT in Private Wealth Management
A Complete Handbook for IT Professionals
By Essvale Corporation Ltd.
|
ISBN: 9789350235805
Paperback
Pages: 288
Size: 9 X 7
Shroff/Bizle (2011)
Arrival Date: November 17, 2011
List Price: Rs 500.00
Net Price: Rs 450.00    You save 10.00%
Usually shipped in 2-3 days

Add to cart    Add to wishlist
Description Table of Contents
The fastest growing sector of the financial services industry requires professionals from the fastest growing industry in history. There are reports of a shortage of private bankers and wealth managers across the globe and consequently a shortage of business-aligned IT professionals that support the business. Private banks and wealth management firms are stocking up on IT staff - and they're less fussy. "Business Knowledge for IT in Private Wealth Management" is packed with information that will ensure that IT professionals become as knowledgeable about the business of private wealth management as their business counterparts. The information contained therein includes: overview of private wealth management including discussions of boutique PWMs and family offices; recent trends in the private management industry; portfolio construction; and, regulatory and tax issues and the systems used in private wealth management firms and family offices. Contributors to this book include Chris Skinner Chairman of The Financial Services Club and Chief Executive of Balatro, International Private Banking Systems, Odyssey , Thomson, Pyxis Mobile, Taylor Young Investments, Oracle, FinObjects , Pulse Software and more. '"Business Knowledge for IT in Private Wealth Management" is an invaluable handbook for professionals working in private wealth management and crossovers. It is targeted at IT professionals such as: Project Managers; Application Developers; Development Managers; Test Managers; Business Analysts; Data Analysts; Systems Analysts; Test Analysts; Support Analysts; Database Administrators; and, HR staff responsible for IT recruitment. This book is concise ensuring that readers don't get distracted by superfluous information.
  • Preface
  • Acknowledgements
  • Contents
  • Introduction
1. Overview of Private Wealth Management
  • Introduction
  • Definition of Private Wealth Management
  • History behind Private Banking
  • The Perception of Wealth
  • The Relative Dimension of Wealth
  • The Link between Wealth and Happiness
  • The World’s Richest People
  • Difference between Private Wealth Management and Retail Banking
  • Who is a Private Wealth Manager/Private Banker?
  • What do Private Wealth Managers do?
  • How do Private Wealth Managers make money?
  • The Wealthy as Luxury Consumers
  • Size and Structure of Global PWM Market
  • Key attributes of Major Financial Centres in managing International PWM
  • Boutique Private Wealth Managers
  • Family Offices
  • Multi-Family Offices
  • Eight Golden Rules of Wealth Management
2. The Clients
  • Introduction
  • Types of Clients
  • Key Characteristics
  • Client Trends
  • Sources of Wealth
  • Typical Indulgences of the Wealthy
  • Case Study
  • What do Clients want from Private Wealth Managers?
  • Client Acquisition
  • Client Retention
  • Client Segmentation
  • Multiple Segmentation Criteria
  • Strategies for matching Clients with Capabilities
  • Case Study
3. Business Environment
  • Introduction
  • Environmental Factors
  • General Environment
  • Operational Environment
4. Products and Services in PWM
  • Introduction
  • Evolution of Products and Services
  • Equity Investment Products
  • Fixed Income Investment Products
  • Structured Products
  • Alternative Investment Products
  • Services
5. Distribution Channels and Service Delivery
  • Introduction
  • Overview of Distribution Channels
  • Open Architecture
  • Traditional Distribution Channels
  • Emerging Distribution Channels
  • Tailoring Investment Advisory to Investor Behaviour
  • Service Delivery
6. Trends in PWM Industry
  • Introduction
  • Growth of Core Satellite Investing
  • The impact of MiFID on Private Wealth Managers (PWMs)
  • The Proliferation of Art Investment
  • The Increasing Use of Property Derivatives
  • Growth of Islamic Private Wealth Management
  • Growth of Gold Investing
  • Growth of Diamond Investing
  • Growth of Green Investing and Alternative Fuels
  • Increasing Popularity of Fine Wines as Investments
  • Increasing Popularity of Forestry as an Investment
  • Increasing Popularity of Racehorse Ownership and Investing in Bloodstock
  • Growth of Philanthropy
  • Popularity of Private Wealth Management with an Investment Banking Touch
  • Universal Banks Rebranding of Private Banking Business
  • Sovereign Wealth Funds as Drivers of Assets
7. Portfolio Construction
  • Introduction
  • Players in Portfolio Construction
  • Advisory and Discretionary Portfolios
  • The Investment Process
  • Methodology
  • Asset Allocation and Strategy
  • Asset Allocation in the Global Private Wealth Market
  • Managing the Portfolio
  • Equity Investment for Private Clients
  • Thematic Investing
  • The Yale Investment Management Model
  • Performance Measurement
8. Regulatory and Tax Issues
  • Introduction
  • Regulatory Issues in Private Wealth Management
  • Tax Issues
  • Tax Initiatives
9. Common Systems Used in the PWM Industry
  • Introduction
  • The Use of IT Systems in Private Wealth Management
  • The Private Wealth Management Technology Market
  • To Build or To Buy
  • Selecting Technology and Software for a Family Office
  • Profiles of Systems
  • Other Systems
10. IT projects in PWM
  • Introduction
  • Project Management Life Cycle
  • Project Management Today
  • List of Project Types
  • Implementation Case Studies
  • Service-Oriented Architecture
  • Adoption of Hardware-based Remote Management
  • Implementation of Hardware-assisted Virtualisation
11. Common Terminology Used in PWM
  • Introduction
  • List of Terms
12. The Future
  • The Future: What does it hold for PWM in Business and IT?
  • Globalisation of the Wealth Management Industry
  • Renewed Focus on Wealth Transfer
  • Future Wealth Explosion
  • Promising Geographical Locations
  • Increasing Demands from Clients
  • Role of Technology
  • Conclusion

  • Appendix
  • Skills Required in Private Banking/Wealth Management
  • List of Useful Websites
  • Useful Job Boards
  • Specialist Recruitment Agencies
  • Bibliography
MINI CART

Your cart is empty.
MINI WISHLIST

Your wishlist is empty.