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    Private bankers on private banking: financial risks and asset/liability management

    Amenc, N. and Goltz, F. and Schröder, David (2009) Private bankers on private banking: financial risks and asset/liability management. The Journal of Wealth Management 12 (3), pp. 39-50. ISSN 1520-4154.

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    The authors analyze private bankers’ views on the raison d’être of their profession, their clients’ main financial risks, and the professionals’ opinions on introducing asset liability management (ALM) to private banking. Although practitioners agree on the importance of tailored solutions for their clients’ primary risks such as unexpected inflation, they are not satisfied by the current risk management tools at hand to advise their clients, nor by the overall risk management service provided. Against this backdrop, this survey shows that ALM is considered to be a promising concept to strengthen advisory quality in private banking.


    Item Type: Article
    Keyword(s) / Subject(s): private banking, household finance, financial risks, asset liability management, private wealth management, survey, portfolio optimization
    School: Birkbeck Faculties and Schools > Faculty of Business and Law > Birkbeck Business School
    Depositing User: David Schroeder
    Date Deposited: 18 Nov 2010 11:32
    Last Modified: 02 Aug 2023 16:53


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