Creating an application for proper implementation of wealth management

Type :

Theses

Pages :

101 pages

Format :

.doc

Published date :

05/21/2009

Category :

Economics & finance

Sub category :

Finance

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Summary :

Introduction
Foreword
Investment banks: A bird's eye view
1. Individual customers
2. Corporate customers
3. Securities services
4. Banking
Role of corporate financing in investment banking
Mergers and acquisitions in investment banking
Sales and trading aspects of investment banking
Investment banking with the growth of markets
A functional overview of an investment bank
Research objectives
An introduction to markets in financial instrument directive
Suggestion
Conclusion
Questionnaire
Bibliography

Abstract

" Without order nothing would exist, without chaos nothing would evolve ". As the saying goes nothing would evolve without chaos and nothing would exist without order, the same applies in the areas of business. Something new comes into the market to bring order and safety in the markets but along with that comes confusion which causes chaos in the markets bringing creativity and new solutions which none would have thought about, before. This is the case in all areas of business.

for individual customers the banks offer services like mutual funds advisory, mortgages, savings and retirement plans etc. these are some of the services offered by the investment banks for individual clients.

As our application is on wealth management for the private clients I will just give a brief introduction on these services as well. for corporate clients banks offer services like asset management, securities services and banking.
Asset management: it is basically providing asset management services to both private and individual clients it includes private pension funds, insurance companies and major corporations.

Securities services:

This is the area on which the application is mainly built on; here the bank offers brokerage services in terms of bond markets, over the counter markets and forex markets. The application, which we are creating just, distributes data to the respective clients. I.e. it acts as a platform for distributing data between the bank and clients. The problems and its effects and the new regulation and its effects are considered here backed by a research to give a better solution to the problem.

Banking:

These are the normal banking services provided by the banks.Now with the basic understanding of the investment banks, lets get little deeper into the process for servicing the private clients in terms of securities markets. The application mainly revolves around two things they are sales and trading and structured finance. The other functions are also described below.

The following is a description of the main activities of investment banks. The large, full-service providers have a lot more activities, ranging from high-yield desks to arbitrage departments, to distressed securities desks to asset management, etc. Some of the boutiques also may not actually have some of these activities, as they might specialize in other areas. Most of the major activities, however, can fall into the one of the groupings below: