| Description |
1 online resource (xvii, 501 pages) : illustrations |
|
text file |
| Series |
The Securities and Investment Institute series |
|
Securities and Investment Institute series.
|
| Bibliography |
Includes bibliographical references (pages 481-486) and index. |
| 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. |
| Language |
English. |
| Subject |
Portfolio management -- Handbooks, manuals, etc.
|
|
Investment advisors -- Handbooks, manuals, etc.
|
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Financial planners -- Handbooks, manuals, etc.
|
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Saving and investment -- Handbooks, manuals, etc.
|
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Gestion de portefeuille -- Guides, manuels, etc. |
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Conseillers en placements -- Guides, manuels, etc. |
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Planificateurs financiers -- Guides, manuels, etc. |
|
Financial planners |
|
Investment advisors |
|
Portfolio management |
|
Saving and investment |
|
Investition |
|
Portfoliomanagement |
| Genre |
Handbooks and manuals
|
|
Ratgeber.
|
| Added Author |
Securities & Investment Institute.
|
| Added Title |
Investment administration |
| Other Form: |
Print version: Rothwell, Kevin. Handbook of investment administration. Chichester, England ; Hoboken, NJ : John Wiley & Sons, ©2007 9780470033623 (DLC) 2007035477 (OCoLC)123797936 |
| ISBN |
9781119201793 (electronic bk.) |
|
1119201799 (electronic bk.) |
|
9780470724125 (electronic bk.) |
|
0470724129 (electronic bk.) |
|
1282342886 |
|
9781282342880 |
|
9786612342882 |
|
6612342889 |
| Standard No. |
2609000 |
|
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