The Handbook Of Personal Wealth Management

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The Handbook Of Personal Wealth Management

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Author : Jonathan Reuvid
language : en
Publisher: Kogan Page Publishers
Release Date : 2012-07-03

The Handbook Of Personal Wealth Management written by Jonathan Reuvid and has been published by Kogan Page Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-07-03 with Business & Economics categories.

The Handbook of Personal Wealth Management offers authoritative and jargon-free advice on how to structure personal and business-related finances, incorporating commentary and analysis of both the traditional (asset management, property, etc) and alternative (forestry, fine wines and antiques) investment options that are increasingly available to those with sufficient capital. At the same time, the book offers guidance on key issues such as taxation and inheritance planning, as well as special chapter on philanthropy and charitable giving. The book concludes with a new regional directory of investment managers and independent financial advisers across the UK.

The Handbook Of Personal Wealth Management

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Author : Jonathan Reuvid
language : en
Publisher: Kogan Page Publishers
Release Date : 2006

The Handbook Of Personal Wealth Management written by Jonathan Reuvid and has been published by Kogan Page Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Antiques & Collectibles categories.

This important guide, now fully updated for a second edition and once again endorsed by the Institute of Directors, has been written for high earners and wealthy individuals who are looking to maximise returns on their capital and protect their accumulated wealth. It offers authoritative and jargon-free advice to how to structure personal and business-related finances, as well as providing an accessible overview of current financial products. It includes details on strategies for sound wealth management, as well as offering a full examination of the available securities and financial products, including alternative investments and self-managed investments. It also reviews the more proactive alternatives of starting a business or becoming a business angel.

The New Wealth Management

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Author : Harold Evensky
language : en
Publisher: John Wiley & Sons
Release Date : 2011-03-29

The New Wealth Management written by Harold Evensky and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-03-29 with Business & Economics categories.

Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.

Global Private Banking And Wealth Management

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Author : David Maude
language : en
Publisher:
Release Date : 2006

Global Private Banking And Wealth Management written by David Maude and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006 with Banks and banking categories.

Handbook On Wealth And The Super Rich

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Author : Iain Hay
language : en
Publisher: Edward Elgar Publishing
Release Date : 2016-01-29

Handbook On Wealth And The Super Rich written by Iain Hay and has been published by Edward Elgar Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-01-29 with Business & Economics categories.

Fewer than 100 people own and control more wealth than 50 per cent of the world’s population. The Handbook on Wealth and the Super-Rich is a landmark multidisciplinary evaluation of both the lives and lifestyles of the super-rich, as well as the processes that underpin super-wealth generation and its unequal distribution. Drawing on international case studies, leading experts from across the social sciences offer 22 accessible and coherently organized chapters, which critically analyse a range of topics including: • the legitimacy of extreme wealth from a moral economic perspective • biographies of illicit super-wealth • London’s housing markets • how the very wealthy fly • the environmental consequences of super-rich lives • crafting immigration policies to attract the rich. Students and scholars studying a host of topics such as development studies, economics, geography, history, political science and sociology will find this book eminently engaging. It will also be of great interest to public commentators, charitable organizations and NGOs concerned with wealth and income distributions.

The Wealthtech Book

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Author : Susanne Chishti
language : en
Publisher: John Wiley & Sons
Release Date : 2018-07-23

The Wealthtech Book written by Susanne Chishti and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-07-23 with Business & Economics categories.

Get a handle on disruption, innovation and opportunity in investment technology The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools. The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space. • Explains how the wealth management sector is being affected by competition from low-cost robo-advisors • Explores technology and start-up company disruption and how to delight customers while managing their assets • Explains how to achieve better returns using the latest fintech innovation • Includes inspirational success stories and new business models • Details overall market dynamics The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.

The Ultra High Net Worth Banker S Handbook

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Author : Heinrich Weber
language : en
Publisher: Harriman House Limited
Release Date : 2009-08-10

The Ultra High Net Worth Banker S Handbook written by Heinrich Weber and has been published by Harriman House Limited this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-08-10 with Business & Economics categories.

This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals.

Financial Planning For High Net Worth Individuals

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Author : Richard H. Mayer
language : en
Publisher: Beard Books
Release Date : 2003-12

Financial Planning For High Net Worth Individuals written by Richard H. Mayer and has been published by Beard Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-12 with Business & Economics categories.

A comprehensive and authoritative guide to the art and science of wealth management.

The Only Guide You Ll Ever Need For The Right Financial Plan

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Author : Larry E. Swedroe
language : en
Publisher: John Wiley & Sons
Release Date : 2010-08-02

The Only Guide You Ll Ever Need For The Right Financial Plan written by Larry E. Swedroe and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-08-02 with Business & Economics categories.

An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.

Inside Private Equity

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Author : James M. Kocis
language : en
Publisher: John Wiley & Sons
Release Date : 2009-04-20

Inside Private Equity written by James M. Kocis and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-04-20 with Business & Economics categories.

Inside Private Equity explores the complexities of this asset class and introduces new methodologies that connect investment returns with wealth creation. By providing straightforward examples, it demystifies traditional measures like the IRR and challenges many of the common assumptions about this asset class. Readers take away a set of practical measures that empower them to better manage their portfolios.