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Discover the Ideal Investment Strategy for Yourself and Your Clients "To enhance investment results and boost creativity, Jim Ware replaces the maxim know your investments with know yourself. And he gives us specific testing tools to do the job."-Dean LeBaron, Founder, Batterymarch Financial Management, Chairman, Virtualquest.company, and investment author and commentator |
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Integrated Wealth Management emphasizes how you, the high-net-worth portfolio manager must follow a different set of rules, from your institutional counterparts. The author gives you the "step by step" tools necessary to make long term decisions that will be in the best interest of your clients. Private wealth management is a new, discrete discipline, and not just a variation on the traditional investment management theme. The factors necessitating this new discipline include taxation, using options and risk strategies, individual cash flow needs and investor psychology. |
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An essential desk companion and reference tool for wealth managers and distributors of structured products. Specifically written to offer the wealth manager guidance in their everyday business, and to help you make sense of the ever growing, and ever more complex, structured products market. Highlights important innovations taking place at the forefront of the structured products market, such as the use of credit derivatives, and illuminates how the structure of products can create capital guarantees. |
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Specifically written to offer the wealth manager guidance in their everyday business, and to help you make sense of the ever growing, and ever more complex, structured products market. Highlights important innovations taking place at ... |
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Write to your Congressman to bring back the uptick rule. What does this mean to you? Ask you long/short equity managers how much return they made from the naked short selling allowed. If they don’t tell you something stinks in Denmark. ... |
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