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Portfoliomanagement im Private Banking by Franz, Oliver

Portfoliomanagement im Private Banking

by Oliver Franz
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Book cover type: Paperback
  • ISBN13: 9783656678991
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Grin Verlag
  • Publisher Imprint: Grin Verlag
  • Publication Date:
  • Pages: 62
  • Original Price: USD 39.5
  • Language: German
  • Edition: N/A
  • Item Weight: 91 grams
  • BISAC Subject(s): Economics / General

Bachelorarbeit aus dem Jahr 2014 im Fachbereich VWL - Finanzwissenschaft, Note: 1,5, Johann Wolfgang Goethe-Universität Frankfurt am Main (FOM), Sprache: Deutsch, Abstract: Die vorliegende Bachelor-Thesis beschreibt den Prozess der Vermögensstrukturierung im Wealth Management. Beginnend mit der Beschreibung des Private Banking werden Unterschiede zum klassischen Retailgeschäft herausgearbeitet und ein individueller Beratungsansatz skizziert. Mögliche regulatorische Anforderungen finden in diesem Kontext Beachtung. Des Weiteren wird die Frage geklärt, wie eine optimale Bedürfnisanalyse erarbeitet wird, um die exakten Kundenziele festzustellen. Vor allem die Eingruppierung in die entsprechende Risikoklasse stellt eine besondere Herausforderung dar. Im Fokus der Ausarbeitung steht die Zusammensetzung eines geeigneten Portfolios, das den Vermögenserhalt sichert und gleichzeitig in dem aktuellen Kapitalmarktumfeld Chancen nutzen kann. Hierzu wird eine Asset Allocation durchgeführt, in der das für den Anleger passende Portfolio erarbeitet wird. In diesem Zuge werden zunächst die einzelnen Anlageklassen beleuchtet. Dabei wird auf die Frage Bezug genommen, welche Wertpapiere das grö te Diversifikationspotenzial besitzen und ob Risiken sogar gänzlich vermieden werden können. Mittels aktueller Portfoliotheorie wird zudem geklärt, ob Depots durch andere vollständig dominiert werden können. Dies wird mathematisch und visuell durch ein eigens erstelltes Fallbeispiel dargestellt. Im weiteren Verlauf werden strategische Ansätze aufgezeigt um zu ermitteln, ob für jeden Anleger ein effizientes Marktportfolio existiert. Die strategische Asset Allocation wird im Anschluss um eine taktische und somit kurzfristige Komponente ergänzt. Hierbei werden verschiedene Anlagestile aufgezeigt und deren Nutzen analysiert. In Verbindung mit der Schlussbetrachtung dient diese Bachelor-Thesis dazu, einen Überblick über den gesamten Ablauf eines Kundenprozesses zu gewinnen - beginnend mit der Bedürfn

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