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Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices by Jean L. P. Brunel, CFA at Abbey's Bookshop,
Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth...
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Jean L. P. Brunel, CFA

Goals-Based Wealth Management

An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices...

Jean L. P. Brunel, CFA

$99.95

Hardback

Not in-store but you can order this
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English
John Wiley & Sons Inc
24 April 2015
Finance
Series: Wiley Finance
Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work.

The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients.

Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change

High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.
By:  
Imprint:   John Wiley & Sons Inc
Country of Publication:   United States
Edition:   1
Dimensions:   Height: 236mm,  Width: 160mm,  Spine: 25mm
Weight:   449g
ISBN:   9781118995907
ISBN 10:   1118995902
Series:   Wiley Finance
Pages:   272
Publication Date:  
Audience:   Professional and scholarly ,  Undergraduate
Format:   Hardback
Publisher's Status:   Active

JEAN BRUNEL, CFA, is the managing principal of Brunel Associates, a firm that serves ultra-high-net- worth individuals and their advisors. Formerly he was the chief investment officer of J.P. Morgan's global private bank and a director and member of the Executive Committee of J.P. Morgan Investment Management, Inc. He has been the editor of the Journal of Wealth Management since 1998 and the author of Integrated Wealth Management: The New Direction for Portfolio Managers, as well as many peer-reviewed articles. He received the C. Stewart Shepard award from the CFA Institute in 2011, the Multi-Family Office CIO of the year award from the Family Office Review in 2012 and the inaugural Investments & Wealth Management Institute J. Richard Joyner Wealth Management Impact award in 2015.

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