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Book Cover
E-book
Author Rothwell, Kevin

Title Handbook of investment administration / Kevin Rothwell
Published Chichester, England ; Hoboken, NJ : John Wiley & Sons, ©2007

Copies

Description 1 online resource (xvii, 501 pages) : illustrations
Series The Securities and Investment Institute series
Securities and Investment Institute series
Contents Introductory Elements. Wealth Management -- Investment Administration. New and Closing Business -- Trading -- Settlement -- Corporate Actions -- Other Considerations. Custody -- Tax -- Powers of Attorney -- Outsourcing -- Investment Accounts and Products. Individual Savings Accounts (ISAs) -- Collective Investment Schemes -- Trusts -- Charities -- Self-Invested Personal Pensions -- Derivative Products -- Glossary
Summary Investment Administration has a key role to play in the many and varied investment products and services that are available in the retail investment marketplace. Kevin Rothwell's Handbook of Investment Administration provides a comprehensive and readable source of both background and practical information for the practitioner. The Handbook takes the main aspects of investment administration and drills down into the detail of these from a retail perspective. It covers areas that are unique to the private client business such as trusts. It explains the background on why processes are undertaken
Bibliography Includes bibliographical references (pages 481-486) and index
Notes English
Print version record
Subject Portfolio management -- Handbooks, manuals, etc
Investment advisors -- Handbooks, manuals, etc
Financial planners -- Handbooks, manuals, etc
Saving and investment -- Handbooks, manuals, etc
BUSINESS & ECONOMICS -- Investments & Securities -- General.
Financial planners
Investment advisors
Portfolio management
Saving and investment
Investition
Portfoliomanagement
Genre/Form Handbooks and manuals
Ratgeber.
Form Electronic book
Author Securities & Investment Institute.
LC no. 2007035477
ISBN 9781119201793
1119201799
9780470724125
0470724129
1282342886
9781282342880
9786612342882
6612342889
Other Titles Investment administration