Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices

Name: Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices
Brand: Wiley
SKU: 9781118995907
Price: 4134.0 INR
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by Jean L. P. Brunel

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ISBN13: 9781118995907
Binding: Hardcover
Subject: N/A
Publisher: Wiley
Publisher Imprint: Wiley
Publication Date: March 23, 2015
Pages: 272
Original Price: USD 60.0
Language: English
Edition: N/A
Item Weight: 409 grams
BISAC Subject(s): Finance / General and Investments & Securities / General

About The Book

From the Back Cover

If individual investors do not have a target asset or strategy allocation that is designed to meet their goals over time, what are the odds they will, in fact, meet them? Goals-Based Wealth Management offers a hands-on guide for protecting and growing client wealth in a way that transforms both the services and profitability of financial firms. Written by Jean Brunel--a noted veteran of international wealth education and analysis--this informative resource outlines an innovative approach to wealth management that gives individuals the power to take a more active role in the allocation of their assets.

As the author explains, financial institutions and advisors need to help individuals clearly understand the relationship between their wealth and what it does for them. This important resource contains a detailed examination of the current goals-based approach to wealth management, and reveals what works and what needs to be revisited. Brunel then suggests a clear, understandable framework that allows the advisor/investor relationship to prosper and develop. This approach contains the necessary feedback loops so that individuals can avoid the most common investment pitfalls. Finally, the author suggests much-needed changes in the way the financial industry structures itself so that clients can be effectively served while other stakeholders can earn the rewards they deserve.

The companion website includes readings that help secure a deep understanding of the key ideas and a spreadsheet with models to experience the goals-based asset allocation process.

High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to the individual's goals, incorporating constraints, and working within the investor's frame of reference to drive strategic allocation of their financial assets.

About The Author

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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