<p>Integrated Wealth Management emphasizes how you, the high-net-worth portfolio manager must follow a different set of rules, from your institutional counterparts. The author gives you the "step by step" tools necessary to make long term decisions that will be in the best interest of your clients. Private wealth management is a new, discrete discipline, and not just a variation on the traditional investment management theme. The factors necessitating this new discipline include taxation, using options and risk strategies, individual cash flow needs and investor psychology. As an investment advisor, you need to challenge conventional wisdom or you will be putting your client's legacy at risk.</p>

Intergrated Wealth Management: The New Direction for Portfolio Managers, 2nd Edition

Jean LP Brunel

Euromoney Institutional Investor

See the best price to sell, buy, or rent books by Jean LP Brunel. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Jean LP Brunel

See the best price to sell, buy, or rent books by Jean LP Brunel. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Intergrated Wealth Management: The New Direction for Portfolio Managers, 2nd Edition