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Book synopsis

This new book is an examination of the management of portfolios of high net worth individuals (HNWIs). Jean L.P. 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 detail, such as the importance of investor psychology; how to maximize 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; and the multimanager approach. This ground-breaking book should show you the route to a more effective wealth management strategy. By understanding the needs of the individual investor, maximizing the tax efficiencies and applying a fully integrated approach you can become a successful "wealth manager".

Book details

Book category Books in English Economics, finance, business & management Economics

• Full title: Integrated Wealth Management
• Subtitle: A New Direction for Portfolio Managers
• Author: Jean L.P. Brunel
• Language: English
• Binding: Paperback
• Number of pages: 335
• EAN: 9781855649231
• ID: 05115005
• Publisher: Euromoney Books
• Date of publishing: 01. December 2001

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