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Bridge over ocean
1 July 2010 Research Foundation

Private Wealth Management: A Review

  1. William W. Jennings, CFA
  2. Stephen M. Horan, PhD, CAIA, CFA, CIPM
  3. William Reichenstein, CFA

Private wealth management is the investment management specialization focused on high-net-worth individuals and families.

Private Wealth Management: A Review View the full book (PDF)

Private wealth management is the investment management specialization focused on
high-net-worth individuals and families. Portfolio design and investment
solutions in private wealth management are customized to reflect the
complexities of the investor’s unique circumstances. This review
reflects the current best thinking on private wealth management.