Business Knowledge for IT in Private Wealth Management
advertisment
More in BOOKS
back-up- A Week at the Airport: A Heathrow Diary
- Business Knowledge for IT in Private Equity
- Business Knowledge for IT in Islamic Finance
- Business Knowledge for IT in Insurance
- Lots of Money and Lots of S.x
- He.l Bent on Success
- Business Knowledge for IT in Trading and Exchanges
- Business Knowledge for IT in Prime Brokerage
- Ten Reasons to Read Smart World
- Ex-Stringfellows Dancer Tells All
- The Steep Approach to Garbadale
- Business Knowledge for IT in Hedge Funds
- All That Booze
- The Big Short Break
- Hitting the Wall and Breaking Through
- The Loudest Sound and Nothing
- Business Knowledge for IT in Retail Banking
- Plight Of The Fortune Tellers
- Business Knowledge for IT in Investment Management
Related Content
- Business Knowledge for IT in Investment Management (11/09/2007)
- Business Knowledge for IT in Private Equity (16/05/2009)
- Business Knowledge for IT in Insurance (13/05/2009)
- Business Knowledge For IT In Investment Banking (15/01/2007)
- Business Knowledge for IT in Retail Banking (15/11/2007)
- Business Knowledge for IT in Hedge Funds (25/03/2008)
As investment banks continue write-downs in the wake of the credit crunch, the balance of power in the financial services industry is shifting to the private wealth management sector.
The wealthy, especially the high net worth individuals in the BRIC (China, India, Brazil and Russia) countries and the GCC (Gulf Corporation Council ),are getting wealthier and all this wealth needs management in a tax efficient manner. There are reports of insatiable demand for luxury goods in China; the second-highest number of billionaires in the world in Russia; entrepreneurs making the most of the real estate and tourism boom in Dubai. In addition, sports personalities in the US and Europe are negotiating bumper deals with their employers. All these portend a bright future for private wealth managers.
The IT professionals capable of supporting these private wealth managers need knowledge of private wealth management from a business perspective. This book seeks to fulfil this need.
The book is laid out in twelve chapters that cover a wide range of topics at the IT-Business edge of the private wealth management industry. It opens with a thorough description of the private wealth management industry where a link is established between the activities in the industry and the nature of their clientele i.e. the high net worth individuals. The next chapter describes how private wealth management firms segment their clients in order to provide the best possible service to them.
The next four chapters contain information about the business environment, products and services, distribution channels and trends in the private wealth management industry. The seventh chapter discusses portfolio construction in the industry and includes innovative methods for creating portfolio such as Thematic Investing and the use of the Yale Investment Management Model. Regulatory and tax issues are discussed in chapter eight.
The ninth chapter covers the technology market in private wealth management as well as a description of the systems from leading vendors in the industry .While the tenth chapter discusses the technological advancements that are the basis for executing IT projects in private wealth management.
The final chapters contain a list of jargon specific to the industry and a discussion of the future of IT and business in private wealth management.
Contributors to this book include Chris Skinner, Chairman of the Financial Services Club and Chief Executive of Balatro, Taylor Young Investments, Oracle Corporation, Thomson Reuters, International Private Banking Systems, Odyssey, Pulse Software , Pyxis Mobile and Financial Objects.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.
Business Knowledge For IT In Private Wealth Management is published by Essvale Corporation Limited and is part of their Bizle Professional Series
The IT professionals capable of supporting these private wealth managers need knowledge of private wealth management from a business perspective. This book seeks to fulfil this need.
The book is laid out in twelve chapters that cover a wide range of topics at the IT-Business edge of the private wealth management industry. It opens with a thorough description of the private wealth management industry where a link is established between the activities in the industry and the nature of their clientele i.e. the high net worth individuals. The next chapter describes how private wealth management firms segment their clients in order to provide the best possible service to them.
The next four chapters contain information about the business environment, products and services, distribution channels and trends in the private wealth management industry. The seventh chapter discusses portfolio construction in the industry and includes innovative methods for creating portfolio such as Thematic Investing and the use of the Yale Investment Management Model. Regulatory and tax issues are discussed in chapter eight.
The ninth chapter covers the technology market in private wealth management as well as a description of the systems from leading vendors in the industry .While the tenth chapter discusses the technological advancements that are the basis for executing IT projects in private wealth management.
The final chapters contain a list of jargon specific to the industry and a discussion of the future of IT and business in private wealth management.
Contributors to this book include Chris Skinner, Chairman of the Financial Services Club and Chief Executive of Balatro, Taylor Young Investments, Oracle Corporation, Thomson Reuters, International Private Banking Systems, Odyssey, Pulse Software , Pyxis Mobile and Financial Objects.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.
Business Knowledge For IT In Private Wealth Management is published by Essvale Corporation Limited and is part of their Bizle Professional Series
