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Home > Financial Information Sources > Wealth Management > Integrated Wealth Management: The New Direction for Portfolio Managers

Financial Information Sources

Integrated Wealth Management: The New Direction for Portfolio Managers

Jean Brunel
London: Euromoney Books, 2002
335pp, ISBN: 978-1-85564-923-1
www.euromoneybooks.com

This is a thorough and authoritative examination of wealth management, which presents an integrated approach for helping portfolio managers become wealth managers. It focuses on the impact of investor psychology, maximizing tax efficiency, the implications of multiple asset locations, capital market opportunities and forecasting, strategic asset allocation, the importance of manager selection, and the multi-manager approach.

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