PDF Advising Ultra-Affluent Clients and Family Offices (Wiley Finance)

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ISBN 13: 9780470282311

An error occurred, please try again. Brand New: A new, unread, unused book in perfect condition with no missing or damaged pages. He then divides the book into three sections: 1. An introduction to who the ultra-affluent are; 2. A discussion of traditional asset class investment choices for the ultra-affluent; 3. A discussion of alternative asset class investment choices; 4. An overview of what types of advisors investment consultants, private banks, brokers, and independent planners are available; and 5.

A collection of case studies related to advising the ultra-affluent. Throughout the book, Pompian details the importance of structuring a strong relationship between the ultra-affluent client and advisor, while also offering advice on unique issues facing this sector, such as taxes and multi-generational asset allocations. Chapter 1: Who Are the Ultra-Affluent?

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Defining the Ultra-Affluent. Looking to the Future. A World of Opportunities for Advisors. Consultant Questionnaire. Wealth Attitudes of Ultra-Affluent Clients.


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Family Aspirations. Where Psychology Meets Finance. Investor Biases. Chapter 4: Non-Investment Best Practices.

The Challenges Associated with Wealth. Guidelines for Sustaining Multigenerational Wealth. Chapter 5: Practices of the Best Investment Organizations. Investment Committees. Investment Policy Statements. Appendix: Asset Allocation Policy. What Is Asset Allocation?

Events Calendar - Michael M. Pompian, CFA, CAIA, CFP - Partner

The Importance of Asset Allocation. Considerations in Asset Allocation for Individual Investors. Chapter 7: Domestic and International Equity. Introduction to U. Chapter 8: Domestic and International Bonds. Introduction to Bonds. The students may be provided with a reader, dealing with the major issues dealt with at the course. Arnold G.

Critical thinking , Creative thinking , Reflective learning , Personal effectiveness , Problem solving and decision making , Team working , Researching of management and business issues , Ability to analyse and evaluate Numeracy , Effective IT skills, Ethics and value management.

Skip to content Contact Us Site Map. Search site. Pre-Requisite Knowledge none. Summary of Content The module aims to develop a critical awareness of the modern wealth management and its relation to the luxury industry. Syllabus Introduction to wealth management b7 What is Wealth Management?

Learning Outcomes On successful completion of the module the student should be able to Richa is an active commentator on the evolving concept of Family Office space in India.

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She has also been named in the Citywealth leaders list and complied by the prestigious Citywealth UK. Navita has been active in the Financial Services space in India for the last 15 years. Previously, Navita was with Axis Bank for almost a decade and has held several key positions at the Bank.

Home About Summit Why Attend? Who will attend the Summit? June 18, Rajesh Saluja. June 17, Mukesh Agarwal.

Carol Pepper: Family Offices as Advisors & Investors

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  • Advising ultra-affluent clients and family offices / Michael M. Pompian.!

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