The Portable Private Banker: Investing Efficiently Through Mutual Funds and Etfs, Paperback

Swiss private banking in either form is not for everyone: on average a Swiss private bank will require a minimum asset value of between 500,000 and 1 million Swiss Francs (although in some cases certain private banks will also accept affluent clients with a 'mere' 100,000 Swiss Francs to start with). Yet despite this restriction, it is not necessary to have any particular sum of money at your disposal to apply some of the good Swiss private-banking principles on your own. The Portable Private Banker has been written to help you do this, and that does not mean firing your advisors and using your money to buy and sell through daily trades on the stock exchange. In fact, quite the opposite. As the majority of private banks will today manage your assets through an investment in so-called Best in Class funds and ETFs (Exchange Traded Funds), this book adopts the same private-banking approach in managing your wealth: with funds and ETFs. The Portable Private Banker is used as a textbook for the Money Management class within the University of Cumbria MBA at Robert Kennedy College, Zurich, Switzerland.

About the Author:

David Costa is Dean of Faculty and one of the founders of Robert Kennedy College. In his capacity as Dean, Dr. Costa oversees the faculty review process and several of the academic programmes of the college. He read law at the School of Law of the University of Northumbria, Newcastle, and graduated with an LL.M degree. He complemented his legal studies with the Advanced Project Management Program, Stanford University, from which he graduated with the widely respected title of Stanford Certified Project Manager. He then expanded his knowledge of business through the Entrepreneurship Development Programme of the Sloan School of Management, Massachusetts Institute of Technology. Dean Costa also holds a BA in Business Studies from the University of Derby, an MBA in eCommerce from the Queen Margaret University in Edinburgh, Scotland and a Ph.D. in Strategy, Programme and Project Management from the Skema Business School (ESC Lille) with a thesis that dealt with index-based commodity investments. Prof. Costa lectures in the area of Investment and Money Management and is a frequent guest on several business televisions channels CNBC Europe and Bloomberg Television. His recent research on risk adjusted portfolios with both stocks and commodities has been used for the creation of a swiss publicly traded investment certificate issued by the second largest German Bank, Commerzbank AG. He is the author of "The Art of Banking: Dominate the Banking Landscape and Win the War without Fighting a Battle" and of "The Portable Private Banker"