基本信息出版社：John Wiley & Sons
页码：400 页
出版日期：2008年09月
ISBN：0470823305
条形码：9780470823309
装帧：精装
正文语种：英语
丛书名：Wiley Finance
外文书名：财富管理的结构性产品

内容简介 在线阅读本书

Structured products in the form of equity–linked derrivatives have seen a rapid rise in popularity in the field of wealth management. Structured products are combinations of derivatives and traditional financial instruments such as stocks and bonds. The various components are combined into a single financial instrument and securitized. Discusses the characteristics and practical applications of structured products. In addition to providing a description of the structured products, this book focuses on their practical applications, showing how they can generate added value as part of an integrated investment process. Colourful charts help present the material in an attractive, real–world context.
作者简介 Dr. Steffen Tolle studied business administration at the University of St. Gallen, majoring in finance and accounting. He completed his PhD in 1993 with a dissertation on "Dynamic Hedging Strategies with SMI Futures." After joining Wegelin & Co. Private Bankers in 1991, he took over as head of Products and Trading in 1996. He has been a managing partner since 1999. Today he is head of Advisory and Wealth Management at Wegelin & Co.

Boris Hutter joined Wegelin & Co. Private Bankers in 2001 after studying economics at the University of St. Gallen with a major in finance and capital markets. he is involved on a daily basis in the launch of new structured products.

Patrik Ruthemann, CFA, studied business administration at the University of St. Gallen. After completing his studies he joined the Structured Products department of Wegelin & Co. Private Bankers in 2000. Today he is head of Products and Trading and became a managing partner in 2007.

Dr. Hanspeter Wohlwend studied business administration at the University of St. Gallen, Majoring in banking. In 2001, he completed his PhD in financial market theory at the same university with an empirical study of the Swiss market for structured products, Since 1995, he has held various positions at Wegelin & Co. Private Bankers, including head of Investment Process and Portfolio Management. Today he is responsible for the bank′s Operations as a managing director.
专业书评 A worthwhile guide on the sue of structured products in private wealth management, written in a very accessible style. This book should be of value to all retail private investors and their advisors. - Professor Moorad Choudhry

Over recent years, structured products have increased din their diversity and complexity whilst becoming more readily available to the individual investor. beyond basics, Structured Products in Wealth Management facilitates their practical application by clearly articulating how they work and how they can be incorporated to strategically optimize an investment portfolio - a valuable resource for anyone involved in the financial markets. - Brendon C.W. Seeto

This is an excellent book explaining the use of derivatives and of structured products in wealth management by highly successful pioneers in this use. This book is written at a level that makes it helpful to investors as well as to investment advisors. It will not only help them avoid mistakes, but more importantly make better use of financial instruments to achieve their investment objectives. - Professor Rene M. Stulz