Integrated Wealth Management: The New Direction for Portfolio Managers

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Integrated Wealth Management: The New Direction for Portfolio Managers

By: Jean Brunel
Our price: 95 + postage

Product code: 14744
ISBN: 1855649233
335 pages
Format: Pb
Published by: Euromoney Books, 2002, 1st edition
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Integrated Wealth Management: The New Direction for Portfolio Managers - front page cover image
 
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Description of Integrated Wealth Management: The New Direction for Portfolio Managers
This exciting new book is an unprecedented examination of the management of portfolios of High Net Worth Individuals (HNWIs). Brunel identifies the factors which demand a different approach from that of traditional portfolio management strategy. He suggests a new approach to wealth management, proposing practical steps which will take you beyond the role of portfolio manager to that of 'wealth manager'.

Punctuated by examples and case histories from the author's extensive experience, the book examines each aspect of wealth management in detailThis ground-breaking and authoritative book will show you the route to a more effective wealth management strategy. By understanding the needs of the individual investor, maximising the tax efficiencies and applying a fully integrated approach you can become a successful wealth manager.

Integrated Wealth Management: The New Direction for Portfolio Managers - Chapter headings
- The importance of investor psychology
- How to maximise tax efficiency including a tax-efficient portfolio construction model
- The implications of multiple asset locations
- Capital market opportunities and forecasting strategic asset allocation
- The importance of manager selection
- The multimanager approach

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 The International Herald Tribune Executive's Guide to International Investment 12.99(rrp)
£11.04

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The International Herald Tribune Executive's Guide to International Investment

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Susie Pine-Coffin
2001 - Kogan Page

 Integrated Wealth Management: The New Direction for Portfolio Managers £95

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Integrated Wealth Management: The New Direction for Portfolio Managers

Jean Brunel
2002 - Euromoney Books

 Patent Quality Management 25.5(rrp)
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Patent Quality Management
Implementing a System For Creating Value

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Gibbs
2005 - John Wiley & Sons

 Five Key Lessons from Top Money Managers 19.99(rrp)
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Five Key Lessons from Top Money Managers

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2005 - John Wiley & Sons

 The PPLI Solution 50(rrp)
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The PPLI Solution
Delivering Wealth Accumulation, Tax Efficiency and Asset Protection Through Private Placement Life Insurance

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Kirk Loury
2005 - Bloomberg Press

 Family Wealth - Keeping it in the Family 25(rrp)
£23.75

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Family Wealth - Keeping it in the Family
How Family Members and their Advisors Preserve Human, Intellectual and Financial Assets for Generations

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James E Hughes Jr
2004 - Bloomberg Press

 Wealth Management 54.99(rrp)
£49.49

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Wealth Management
Private Banking, Investment Decisions, and Structured Financial Products

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Dimitris N Chorafas
2005 - Butterworth-Heinemann

 Banking for Family Business 54(rrp)
£51.3

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Banking for Family Business
A New Challenge for Wealth Management

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S Caselli, S Gatti
2005 - Springer Verlag

 Automatic Wealth for Grads... And Anyone Else Just Starting Out 15.99(rrp)
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Automatic Wealth for Grads... And Anyone Else Just Starting Out

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Michael Masterson
2006 - Agora Inc.

 Global Private Banking and Wealth Management 45(rrp)
£38.25

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Global Private Banking and Wealth Management
The New Realities

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David John Maude, Philip Molyneux
2006 - John Wiley & Sons

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2006 - Euromoney Yearbooks