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2010-07-10
美林(Merrill Lynch) 出版的,有关富豪们如何管理财富的一本书籍。


Wealth: How the World's High-Net-Worth Grow, Sustain, and Manage Their Fortunes


by: Merrill Lynch, CapGemin



It is true that the rich do get richer, and more plentiful. Around the world, there are almost 10 million millionaires, controlling an enormous pool of assets of some US$37 trillion.
Just how do the very rich acquire their wealth, and how do they manage and grow it at a faster rate than the average investor? The wealthy are trendsetters in the world of finance and investment; learning about how they acquire and build their fortunes can help any investor achieve superior results and returns.
In
Wealth, Merrill Lynch and Capgemini present a readable guide on what drives the success of HNWIs, as well as the trends, growth, increased complexity and competitiveness of the global wealth management market, all based on over a decade of research.
Full of wealth-building strategies for HNWIs everywhere, as well as for those who aspire to join their ranks and those who advise them,
Wealth
is a complete guide to successful holistic wealth management. Comprehensive coverage includes:
  • What you should aspire to achieve with your wealth management goals.
  • New ways in which HNWIs should be thinking about planning for the future.
  • How to get to the next level of wealth.
  • Trends, similarities and differences in various regions around the world.
  • Innovative approaches to asset allocation and alternative investments.
  • The increasing role of philanthropy, the growing importance of inter-generational wealth transfer, and other emerging issues for HNWIs.
  • In-depth interviews with prominent high-net-worth and ultra-high-net-worth individuals as well as advisors.
  • Provocative thinking on where the future of the wealth management industry is going.
Wealth
offers insight and guidance from some of the world’s wealthiest individuals and most talented investment advisors to help you, no matter what your current net worth, to take charge of, and prudently safeguard, your own financial future.



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2010-7-10 17:53:50
谢谢分享,顶一个
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2010-7-10 18:25:55
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)财富管理 Wealth Management in New Economy
     http://www.pinggu.org/bbs/thread-854825-1-1.html

2)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=

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!
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Wealth Management.pdf

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2012-4-10 10:45:45
DDDDDDDDDDDDDDD
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2015-8-19 08:24:32
Thanks
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