Private Wealth: Wealth Management In Practice

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Last updated on May 05, 2025 08:26:55 PDTView all revisionsView all revisions

Item specifics

Condition
Good: A book that has been read but is in good condition. Very minimal damage to the cover including ...
Release Year
2009
ISBN
9780470381137
Book Title
Private Wealth : Wealth Management in Practice
Book Series
Cfa Institute Investment Perspectives Ser.
Publisher
Wiley & Sons, Incorporated, John
Item Length
10.2 in
Publication Year
2009
Format
Hardcover
Language
English
Illustrator
Yes
Item Height
1.3 in
Author
Stephen M. Horan
Genre
Business & Economics
Topic
Finance / General, Finance / Wealth Management, Personal Finance / General, Investments & Securities / General, Personal Finance / Retirement Planning
Item Weight
40.6 Oz
Item Width
7.4 in
Number of Pages
576 Pages

About this product

Product Identifiers

Publisher
Wiley & Sons, Incorporated, John
ISBN-10
0470381132
ISBN-13
9780470381137
eBay Product ID (ePID)
66975915

Product Key Features

Book Title
Private Wealth : Wealth Management in Practice
Number of Pages
576 Pages
Language
English
Topic
Finance / General, Finance / Wealth Management, Personal Finance / General, Investments & Securities / General, Personal Finance / Retirement Planning
Publication Year
2009
Illustrator
Yes
Genre
Business & Economics
Author
Stephen M. Horan
Book Series
Cfa Institute Investment Perspectives Ser.
Format
Hardcover

Dimensions

Item Height
1.3 in
Item Weight
40.6 Oz
Item Length
10.2 in
Item Width
7.4 in

Additional Product Features

Intended Audience
Trade
LCCN
2008-051537
Dewey Edition
22
Series Volume Number
1
Dewey Decimal
332.6
Synopsis
An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments., An in-depth examination of todays most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount., Praise for Private Wealth "The collection of material in Stephen Horans Private Wealth assembles in one, organized tome a critical core treatment of ideas upon which most aspects of modern private wealth management are founded. It is sure to be a useful reference for those who deal with the challenging task of balancing the myriad needs and preferences of individuals and families alike in the single or multigenerational management of their wealth. I am confident that advisors will find Private Wealth as useful in their practices as we will in wealth management coursework at Wharton." Professor Christopher C. Geczy, PhD, Academic Director, Wharton Wealth Management Initiative, The Wharton School " Private Wealth is an excellent compilation of the best research in private wealth management published by the CFA Institute. Stephen Horan has done a superb job not only at selecting articles that reflect the most forward thinking about the theory and practice of private wealth management, but also at organizing them around the topics that matter the most to todays wealth managers. Private wealth management is undoubtedly one of the most complex areas in investment management for the many dimensions involved in the process of selecting and implementing the appropriate asset allocation for private taxable investors. Wealth managers can find in Private Wealth a helpful reference when confronting todays complex challenges." Luis M. Viceira, PhD, Professor of Business Administration, Harvard Business School
LC Classification Number
HG4529.5

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