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Definitions (104)
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accumulated fund
Funds which do not distribute income, but reinvest it, usually in the same fund.
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affluent banking
"Affluents" is the term given to bank customers with assets of CHF 100,000 to CHF 500,000. Such customers no longer belong in the "retail banking" category, but equ [..]
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all-in-fee
Instead of charging costs for individual services, fund managers charge an all-in fee. This covers costs relating to fund management and the sale, purchase and custody of securities. The investor know [..]
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alpha factor
The alpha factor is used in the basic indicator approach to determine the capital to be held for operational risk. It gives the percentage of total gross income that is to be held as equity.
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alternative investments
This term refers to investment opportunities not covered by the traditional categories of equities, bonds and money market investments. They include commodities, private equity and hedge funds. Divers [..]
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art banking
For many wealthy investors, art is an important investment category. Its great advantage is that it has a low correlation with the financial markets and is therefore an asset category with a strong di [..]
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asset-liability management
In boom times, risks are often neglected or systematically blended out of the picture. As a result, asset managers increasingly make asset-liability checks integral to the structuring of their investm [..]
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asset management mandates
In the classic asset management mandate, the customer leaves all asset-related decisions to the bank. It is therefore essential in a personal consultation to determine exactly which investment strateg [..]
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assets under management
Total assets under management is a key figure in private banking. Because the bank’s earnings derive to a significant degree from value-dependent commissions, the total of assets under management is c [..]
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banking law
The aim of Swiss banking law (Swiss Federal Law on Banks and Savings Banks) is to protect creditors and strengthen Switzerland as a financial centre. It regulates licensing requirements for commenceme [..]
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