Overview of private wealth management (PWM) -- The clients -- Business environment -- Products and services in PWM -- Distribution channels and service delivery -- Trends in PWM industry -- Portfolio construction -- Regulatory and tax issues -- Common systems used in the PWM industry -- IT projects in PWM -- Common terminology used in PWM -- The future -- Appendix
Summary
Designed to bridge the gap in terms of business knowledge between IT and private wealth management /private banking .This book contains discussions on boutique PWMs and family offices; recent trends in the private management industry; portfolio constructi
