Bridge over ocean
1 December 2006 Research Foundation

The Literature of Private Wealth Management

  1. William W. Jennings, CFA
  2. William Reichenstein, CFA
The Literature of Private Wealth Management View the full book (PDF)

Private wealth management has some similarities to institutional investment management but also some very different demands. Portfolio design and investment policy are affected by individuals' views and circumstances with respect to return requirements, risk tolerance, taxation, investment horizon, liquidity needs, and legal structures. This review presents a snapshot of the most important and compelling writings on the private wealth management perspective on these investment themes.

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