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portada handbook of investment administration
Formato
Libro Físico
Editorial
N° páginas
520.00
ISBN
0470033622
ISBN13
9780470033623

handbook of investment administration

Kevin Rothwell (Autor) · wiley · Libro Físico

handbook of investment administration - kevin rothwell

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Reseña del libro "handbook of investment administration"

this 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 provides appropriate background and essential facts that are essential to the day-to-day work of staff in this area.  it is written in a simple, straightforward so that the information can be easily assimilated or can be used as a readily accessible guide. contents introduction private client and retail investment market types of business regulatory background investment management asset classes core investment processing new business trading settlement corporate actions income banking reconciliations client reports closing business other considerations custody taxation residence and domicile powers of attorney other types of accounts trusts and trustees charities sipps other specialist types of accounts specialist functions risk management managing outsourcing probates

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