Behavioral finance for private banking (Record no. 559310)
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| 000 -LEADER | |
|---|---|
| fixed length control field | 02810 a2200265 4500 |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20180904154541.0 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 180830b xxu||||| |||| 00| 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| ISBN | 9781119453703 |
| 040 ## - CATALOGING SOURCE | |
| Transcribing agency | IIT Kanpur |
| 041 ## - LANGUAGE CODE | |
| Language code of text/sound track or separate title | eng |
| 082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332.123 |
| Item number | B124b2 |
| 100 ## - MAIN ENTRY--AUTHOR NAME | |
| Personal name | Bachmann, Kremena |
| 245 ## - TITLE STATEMENT | |
| Title | Behavioral finance for private banking |
| Remainder of title | from the art of advice to the science of advice |
| Statement of responsibility, etc | Kremena Bachmann, Enrico G. De Giorgi and Thorsten Hens |
| 250 ## - EDITION STATEMENT | |
| Edition statement | 2nd ed. |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) | |
| Place of publication | Hoboken |
| Name of publisher | John Wiley & Sons |
| Year of publication | 2018 |
| 300 ## - PHYSICAL DESCRIPTION | |
| Number of Pages | vii, 244p |
| 440 ## - SERIES STATEMENT/ADDED ENTRY--TITLE | |
| Title | Wiley finance series |
| 520 ## - SUMMARY, ETC. | |
| Summary, etc | An essential framework for wealth management using behavioral finance Behavioral Finance for Private Banking provides a complete framework for wealth management tailored to the unique needs of each client. Merging behavioral finance with private banking, this framework helps you gain a greater understanding of your client s wants, needs, and perspectives to streamline the decision making process. Beginning with the theoretical foundations of investment decision making and behavioral biases, the discussion delves into cultural differences in global business and asset allocation over the life cycle of the investment to help you construct a wealth management strategy catered to each individual s needs. This new second edition has been updated to include coverage of fintech and neurofinance, an extension of behavioral finance that is beginning to gain traction in the private banking space. Working closely with clients entails deep interpersonal give and take. To be successful, private banking professionals must be as well–versed in behavioral psychology as they are in finance; this intersection is the heart of behavioral finance, and this book provides essential knowledge that can help you better serve your clients needs. Understand the internal dialogue at work when investment decisions are made Overcome the most common behavioral biases and watch for your own Learn how fintech and neurofinance impact all aspects of private banking Set up a structured wealth management process that places the client s needs front and center Private banking clients demand more than just financial expertise. They want an advisor who truly understands their needs, and can develop and execute the kind of strategy that will help them achieve their goals. Behavioral Finance for Private Banking provides a complete framework alongside insightful discussion to help you become the solution your clients seek. |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical Term | Bank investments -- Asset allocation |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical Term | Investments -- Psychological aspects |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical Term | Finance, Personal -- Psychological aspects -- Private banks |
| 700 ## - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Giorgi, Enrico G. De |
| 700 ## - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Hens, Thorsten G. |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
| Koha item type | Books |
| Withdrawn status | Lost status | Damaged status | Not for loan | Collection code | Permanent Location | Current Location | Date acquired | Source of acquisition | Cost, normal purchase price | Full call number | Accession Number | Cost, replacement price | Koha item type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| General Stacks | PK Kelkar Library, IIT Kanpur | PK Kelkar Library, IIT Kanpur | 2018-08-25 | 60 | 4961.64 | 332.123 B124b2 | A183766 | 6202.05 | Books |