The Handbook of Personal Wealth Management

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Author :
Publisher : Kogan Page Publishers
ISBN 13 : 0749464909
Total Pages : 272 pages
Book Rating : 4.05/5 ( download)

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Book Synopsis The Handbook of Personal Wealth Management by : Jonathan Reuvid

Download or read book The Handbook of Personal Wealth Management written by Jonathan Reuvid and published by Kogan Page Publishers. This book was released on 2012-07-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 :
Publisher : Kogan Page Publishers
ISBN 13 : 9780749447434
Total Pages : 446 pages
Book Rating : 4.35/5 ( download)

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Book Synopsis The Handbook of Personal Wealth Management by : Jonathan Reuvid

Download or read book The Handbook of Personal Wealth Management written by Jonathan Reuvid and published by Kogan Page Publishers. This book was released on 2006 with total page 446 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 Ultra High Net Worth Banker's Handbook

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Author :
Publisher : Harriman House Limited
ISBN 13 : 1905641753
Total Pages : 200 pages
Book Rating : 4.58/5 ( download)

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Book Synopsis The Ultra High Net Worth Banker's Handbook by : Heinrich Weber

Download or read book The Ultra High Net Worth Banker's Handbook written by Heinrich Weber and published by Harriman House Limited. This book was released on 2009-08-10 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: This work explains what constitutes an ultra high net worth individual and how to provide financial services to these wealthy individuals.

The Handbook of Personal Wealth Management

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Author :
Publisher :
ISBN 13 : 9780749468828
Total Pages : 0 pages
Book Rating : 4.23/5 ( download)

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Book Synopsis The Handbook of Personal Wealth Management by : Jonathan Reuvid

Download or read book The Handbook of Personal Wealth Management written by Jonathan Reuvid and published by . This book was released on 2013-11 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Full of authoritative and jargon-free advice on how to structure personal and business-related finances in the UK, The Handbook of Personal Wealth Management incorporates commentary and analysis of both the traditional (asset management, property, etc) and alternative (renewable energy, farmland, 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 regional directory of investment managers and independent financial advisers across the UK.

Financial Planning for High Net Worth Individuals

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Author :
Publisher : Beard Books
ISBN 13 : 9781587982323
Total Pages : 432 pages
Book Rating : 4.23/5 ( download)

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Book Synopsis Financial Planning for High Net Worth Individuals by : Richard H. Mayer

Download or read book Financial Planning for High Net Worth Individuals written by Richard H. Mayer and published by Beard Books. This book was released on 2003-12 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive and authoritative guide to the art and science of wealth management.

Wealth Management

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Author :
Publisher : Elsevier
ISBN 13 : 9780080461649
Total Pages : 352 pages
Book Rating : 4.46/5 ( download)

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Book Synopsis Wealth Management by : Dimitris N. Chorafas

Download or read book Wealth Management written by Dimitris N. Chorafas and published by Elsevier. This book was released on 2011-02-24 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth Management has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous way whether structured financial products are advisable investments for retail and institutional investors and, if yes, which risks they entail. As our society becomes increasingly affluent, and state-supported pension schemes find it difficult to survive, a growing number of high net-worth individuals, and families, have become retail investors – looking for ways and means to optimize wealth management, and Private Banking deals with these sorts of clients. Private banking also deals with clients that are institutional investors, such as pension funds, mutual funds, and insurance companies, as well as not-for-profits, foundations and companies explicitly set up for wealth management. Both institutional and retail investors are being offered by the banks they work with structured products. Typically, these are securities that provide them with a redemption amount, with may be either with full or partial capital protection, and some type of return. The book examines structured financial products, their polyvalent nature, and the results which could be expected from them. Return on structural instruments, which are essentially derivatives, is paid in function of a specific investment strategy on selected underlying asset(s). This essentially means on the performance of the underlyings, obtained by asset managers, which may be banks or hedge funds, through purchase or sale of embedded options. But there are risks. Both risk and return from structured products are related to three main issues: the volatility of future value of an underlying, the uncertainty of future events, and the exposure of the product. Every type of investment is subject to market forces, and the more leveraged a portfolio is, the greater will probably be both the assumed risk and the expected reward. The fact that structured financial products appeal, or at least are being marketed, to both retail investors and institutional investors makes the dual approach deliberately chosen in this book most advisable. This book addresses all these issues in a practical manner with numerous case studies and real-world examples drawn from the author’s intensive research. Because it is based on intensive research, the book is rich in practical examples and case studies Addresses the growing trend towards the use of structured financial instruments in private banking Thorough treatment of structured financial products that keeps maths to a minimum

The International Handbook of Public Financial Management

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Author :
Publisher : Springer
ISBN 13 : 113731530X
Total Pages : 1125 pages
Book Rating : 4.04/5 ( download)

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Book Synopsis The International Handbook of Public Financial Management by : Richard Allen

Download or read book The International Handbook of Public Financial Management written by Richard Allen and published by Springer. This book was released on 2013-08-15 with total page 1125 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Handbook is a virtual encyclopedia of public financial management, written by topmost experts, many with a background in the IMF and World Bank. It provides the first comprehensive guide to the subject that has been published in more than ten years. The book is aimed at a broad audience of academics/students, government officials, development agencies and practitioners. It covers both bread-and-butter topics such as the macroeconomic and legal framework for budgeting, budget preparation and execution, procurement, accounting, reporting, audit and oversight, as well as specialist subjects such as government payroll systems, local government finance, fiscal transparency, the management of fiscal risks, sovereign wealth funds, the management of state-owned enterprises, and political economy aspects of budgeting. The book sets out numerous examples and case studies describing good practice in public financial management, and is highly relevant for use in both advanced and developing countries.

Private Wealth Mangement 9th Ed (PB)

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Author :
Publisher : McGraw Hill Professional
ISBN 13 : 0071840176
Total Pages : 688 pages
Book Rating : 4.70/5 ( download)

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Book Synopsis Private Wealth Mangement 9th Ed (PB) by : G. Victor Hallman

Download or read book Private Wealth Mangement 9th Ed (PB) written by G. Victor Hallman and published by McGraw Hill Professional. This book was released on 2014-11-07 with total page 688 pages. Available in PDF, EPUB and Kindle. Book excerpt: Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970sthrough deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth managementtrends and techniques. This latest edition of Private Wealth Managementprovides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" and the "American Taxpayer Relief Act of 2012" A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as "portability" This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current "super-low" interest rates. Private Wealth Management, Ninth Edition, is thecornerstone of financial planning.

The New Wealth Management

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0470624000
Total Pages : 480 pages
Book Rating : 4.05/5 ( download)

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Book Synopsis The New Wealth Management by : Harold Evensky

Download or read book The New Wealth Management written by Harold Evensky and published by John Wiley & Sons. This book was released on 2011-05-03 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Private Wealth Management: The Complete Reference for the Personal Financial Planner

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Author :
Publisher : McGraw Hill Professional
ISBN 13 : 0071544224
Total Pages : 769 pages
Book Rating : 4.21/5 ( download)

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Book Synopsis Private Wealth Management: The Complete Reference for the Personal Financial Planner by : G. Victor Hallman

Download or read book Private Wealth Management: The Complete Reference for the Personal Financial Planner written by G. Victor Hallman and published by McGraw Hill Professional. This book was released on 2008-08-31 with total page 769 pages. Available in PDF, EPUB and Kindle. Book excerpt: The last 30 years have witnessed stock market booms and busts, economic prosperity and downturns, various presidential administrations, and technological revolutions. Through it all, Victor Hallman and Jerry Rosenbloom's classic guidebook, which previously was titled Personal Financial Planning in its first through seventh edition, has retained its status as the most accurate and up-to-date resource to help Americans protect their futures by investing wisely, insuring their families, and planning for their estates and retirements. Now, with Private Wealth Management, Eighth Edition, money managers and personal investors once again have a reliable resource of personal financial management guidance that is complete with essential new material addressing the latest trends in financial planning. These historic economic times call for new guidance. Hallman and Rosenbloom deliver with new chapters on asset protection planning, cash flow analysis, and interest accumulation concepts, as well as increased coverage of common stock investments and alternative investments. Additionally, in-depth and up-to-date attention is given to the Tax Relief Act of 2004 and the Pension Protection Act of 2006. This proven wealth-building tool features cutting-edge financial thinking and highreturn/ low-risk strategies in virtually every applicable area, including Index funds Value investing Dollar-cost averaging Fixed-income investing Profit-sharing plans Stock bonus plans 401(k) plans Simplified employee pension plans Estate planning Gift taxes Generation-skipping transfer taxes Income and capital gains tax planning Health insurance plans including HMOs Personal risk management From setting financial objectives and understanding the planning process to investing in equities and fixed-income securities, Private Wealth Management offers an effective, coordinated process that shows readers how to plan a prosperous financial future in today’s no-guarantee financial environment.