Publicação
MiFID II impacts in private banking
| datacite.subject.fos | Ciências Sociais::Economia e Gestão | pt_PT |
| dc.contributor.advisor | Eça, Afonso Fuzeta | |
| dc.contributor.advisor | Seabra, Miguel | |
| dc.contributor.advisor | Maleitas, Gonçalo | |
| dc.contributor.author | Henriques, Carlota Almeida | |
| dc.date.accessioned | 2018-05-10T14:56:35Z | |
| dc.date.available | 2021-01-20T01:30:21Z | |
| dc.date.issued | 2018-01-20 | |
| dc.description.abstract | The following report tries to analyze the impact of the new MiFID II regulation on a sample of 4 clients’ portfolios of the Credit Suisse International Wealth Management branch in Portugal. This will be done with focus on the new product availability to retail clients and considering various scenarios of allocation and risk level. The main objective is to deduce how significant will be the impact before and after applying the proposed solutions. This was done to help the Relationship Managers to better prepare for the challenges rising in 2018. | pt_PT |
| dc.identifier.tid | 201861631 | pt_PT |
| dc.identifier.uri | http://hdl.handle.net/10362/36371 | |
| dc.language.iso | eng | pt_PT |
| dc.subject | Banking | pt_PT |
| dc.subject | Regulation | pt_PT |
| dc.subject | Portfolios | pt_PT |
| dc.subject | Performance | pt_PT |
| dc.title | MiFID II impacts in private banking | pt_PT |
| dc.type | master thesis | |
| dspace.entity.type | Publication | |
| rcaap.rights | openAccess | pt_PT |
| rcaap.type | masterThesis | pt_PT |
| thesis.degree.name | Work Project, presented as part of the requirements for the Award of a Masters Degree in Finance from the NOVA – School of Business and Economics | pt_PT |