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财富管理 Wealth Management in New Economy [推广有奖]

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Spain1010 发表于 2010-7-10 17:45:42 |显示全部楼层 |坛友微信交流群
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Wealth Management in the New Economy
(Investor Strategies for Growing, Protecting and Transferring Wealth)

By Norbert M. Mindel, Sarah E. Sleight


A practical guide to managing wealth in modern times

Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business. Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year. Along the way, Mindel explores the essential aspects of this discipline, including the keys to wealth creation, properly managing risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal.

  • Reveals how you can reduce market risk by using proven theories of portfolio management
  • Written by accomplished financial advisor, attorney, and CPA Norbert Mindel
  • Lays out strategies wealth managers and investors both can use to protect and grow wealth in the new economy
For practical financial guidance you can count on, look no further than Wealth Management in the New Economy.
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关键词:NEW ECONOMY Management Managemen Economy Wealth 财富 Management Economy NEW Wealth

Wealth Management in New Economy.pdf

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Spain1010 发表于 2010-7-10 18:22:28 |显示全部楼层 |坛友微信交流群
推荐给有意从事私人银行和其他有兴趣者,并附送两篇有关私人银行的两个文档(免费):


1)沃尔顿学院-私人财富管理 Private Wealth Management
     http://www.pinggu.org/bbs/viewthread.php?tid=854834&page=1&extra=

2)美林 Merrill Lynch Wealth: How the World's High-Net-Worth Grow, Sustain, and Manage Their Fortunes
     http://www.pinggu.org/bbs/thread-854820-1-1.html

3)Personal Wealth from a Global Perspective
     http://www.pinggu.org/bbs/thread-854812-1-1.html

4)私人银行 The World of Private Banking
      http://www.pinggu.org/bbs/thread-854307-1-1.html

5)有关Private Banking私人银行 The Ultra High Net Worth Banker's Handbook
      http://www.pinggu.org/bbs/thread-854081-1-1.html


在本网站还能搜寻到非常多的相关好资料,以上只是其中一部分。谢谢!

Wealth Management.pdf

660.68 KB

Investment Counseling for Private Clients IV.pdf

979.81 KB

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kaqiucat 发表于 2010-7-10 19:15:39 |显示全部楼层 |坛友微信交流群
谢谢楼主的贡献

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h2h2 发表于 2015-8-19 08:22:04 |显示全部楼层 |坛友微信交流群
谢谢楼主

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谢谢提供那么多资料

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