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Wealth : how the world's high-net-worth grow, sustain and manage their fortunes / associates of Merrill Lynch and Capgemini.

Contributor(s): Material type: TextTextPublisher: Mississauga, Ont. : J. Wiley & Sons Canada, [2008]Copyright date: ©2008Description: xxxv, 236 pages : illustrations ; 24 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 0470153032
  • 9780470153031
Subject(s): DDC classification:
  • 332.02401 22
LOC classification:
  • HG179 .W43 2008
Contents:
Foreword: Our Eight Convictions about the Future of Wealth Management -- Ch. 1. The Evolution of Wealth Management -- Ch. 2. Global Trends and What They Mean for International Investing -- Ch. 3. Technology's Critical Role in Wealth Management -- Ch. 4. Holistic Wealth Management -- Ch. 5. The Doctrine of Asset Allocation -- Ch. 6. Alternative Investment Strategies -- Ch. 7. Family Matters -- Ch. 8. The New Philanthropy: Proactive Involvement -- Ch. 9. The Future of Holistic Wealth Management.
Review: "In Wealth, Merrill Lynch and Capgemini present a readable guide on what drives the success of high-net-worth individuals (HNWIs), as well as the trends, growth, increased complexity and competitiveness of the global wealth management market, all based on over a decade of research." "Full of wealth-building strategies for HNWIs everywhere, as well as for those who aspire to join their ranks and those who advise them, Wealth is a complete guide to successful holistic wealth management."--BOOK JACKET.
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Holdings
Item type Current library Call number Copy number Status Date due Barcode
Book City Campus City Campus Main Collection 332.02401 WEA (Browse shelf(Opens below)) 1 Available A427566B

Includes bibliographical references and index.

Foreword: Our Eight Convictions about the Future of Wealth Management -- Ch. 1. The Evolution of Wealth Management -- Ch. 2. Global Trends and What They Mean for International Investing -- Ch. 3. Technology's Critical Role in Wealth Management -- Ch. 4. Holistic Wealth Management -- Ch. 5. The Doctrine of Asset Allocation -- Ch. 6. Alternative Investment Strategies -- Ch. 7. Family Matters -- Ch. 8. The New Philanthropy: Proactive Involvement -- Ch. 9. The Future of Holistic Wealth Management.

"In Wealth, Merrill Lynch and Capgemini present a readable guide on what drives the success of high-net-worth individuals (HNWIs), as well as the trends, growth, increased complexity and competitiveness of the global wealth management market, all based on over a decade of research." "Full of wealth-building strategies for HNWIs everywhere, as well as for those who aspire to join their ranks and those who advise them, Wealth is a complete guide to successful holistic wealth management."--BOOK JACKET.

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