| Description |
1 online resource |
| Contents |
Help, I'm Rich! Your Compass to a Value-Adding Private Banking Experience; Contents; Foreword; Disillusioned; Adding Value; Acknowledgments; About the Author; Part One Introduction; Chapter 1 Toward a Trusted and Value-Adding Private Banking Industry; Shaken Confidence; Building Trust and Confidence; Deterrence-Based Trust; Knowledge-Based Trust; Identity-Based Trust; Why This Book?; Part One Conclusion; Part Two Investments; Chapter 2 Why Should I Invest?; The Risks of Staying in Cash; Inflation; Spending; Taxes; Foreign Exchange; What Does This Mean?; Conclusion |
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Chapter 3 An Investment Approach That Suits YouThe First Meeting; Investment Goals and Objectives; Total Wealth and (Future) Income; Family Situation/Stage of Life; Investment Knowledge and Experience; Risk Tolerance; Ability to Take Risk; Investment Time Horizon; Liquidity and Cash Requirements; The Risk-Return Profile; Conclusion; Chapter 4 Risks? What Risks?; Common Investment Risks; Risk Management Strategies; Risk-Return Profiling; Formulation of a Macroeconomic and Geopolitical View; Company Research; Hedging; Diversification; Use of Risk-Indicating Formulas; Volatility; Conclusion |
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Chapter 5 The Essence of DisciplineInvestment Rules and Principles; Products/Instruments; Asset Allocation; Investment Style; Rebalancing; Benchmark; Investment Constraints and Restrictions; Stop-Loss; Take Profit; Currency Hedge; Liquidity Expectation; Shorting; Conclusion; Chapter 6 Who Is Managing Your Assets?; Level of Personal Involvement; Wealth Manager Selection; Conclusion; Part Two Conclusion; Part Three Credit; Chapter 7 Loans-Pursuing Burdensome Opportunities; The Rationale for Borrowing-General; The Rationale for Borrowing-The Rich; Leveraged Portfolio; Speculation; Mortgage |
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Life Insurance Premium FinancingSingle-Share Financing; Specialty Financing; Business Expansion; Risks of Borrowing; Magnifying Losses; Loss of Income; Increasing Interest Rates; Rules of the Credit Game; Reference to Regulatory Guidelines; The Credit Application and Documentation Process; Calculation and Monitoring of Collateral; Measure to Correct Shortfalls; Conclusion; Part Three Conclusion; Part Four Life Insurance; Chapter 8 Life Insurance-A General Introduction; General Applications of Life Insurance; Provide for Dependents; Provide for Retirement; Tax Relief; Types of Life Insurance |
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Term Life InsuranceEndowment Life Insurance; Pension Life Insurance; Cash Value or Permanent Life Insurance; Insurance Wrappers; Conclusion; Chapter 9 The Rich Also Benefit from Life Insurance; The Rich Person's Rationales for Life Insurance; Tax Planning; Debt Management; Equalizing an Estate; Funding Business Buyout Agreements; Key Employee; Charity; Maximizing Available Funds; Multigenerational Planning; Offshore Ambitions; Creditor Protection; Wealth Structuring; Conclusion; Chapter 10 Life Insurance-Common Considerations; Some Life Insurance Considerations |
| Summary |
Manage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will |
| Notes |
Includes index |
| Bibliography |
Includes bibliographical references and index |
| Notes |
Vendor-supplied metadata |
| Subject |
Finance, Personal.
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Wealth.
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Private banks.
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Investments.
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wealth.
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portfolios (financial records)
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BUSINESS & ECONOMICS -- Finance.
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Finance, Personal
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Investments
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Private banks
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Wealth
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| Form |
Electronic book
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| ISBN |
9781119020530 |
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1119020530 |
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9781119020554 |
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1119020557 |
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9781119044871 |
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1119044871 |
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1119020549 |
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9781119020547 |
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