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Integrated Wealth Management: The New Direction for Portfolio Managers

This exciting new book is an unprecedented examination of the management of portfolios of High Net Worth Individuals (HNWIs). Jean L. P. Brunel identifies the factors which demand a different approach from that of traditional portfolio management strategy. He suggests a new approach to wealth management, proposing practical steps which will take you beyond the role of portfolio manager to that of "wealth manager". Punctuated by examples and case histories from the author's extensive experience, the book examines each aspect of wealth management in detail, such as the importance of investor psychology; how to maximise tax efficiency including a tax-efficient portfolio construction model; the implications of multiple asset locations; capital market opportunities and forecasting; strategic asset allocation; the importance of manager selection; and the multimanager approach. This ground-breaking and authoritative book will show you the route to a more effective wealth management strategy.

By understanding the needs of the individual investor, maximising the tax efficiencies and applying a fully integrated approach you can become a successful "wealth manager". "explores uncharted territory... investors and advisors alike will find this book enlightening... Jean Brunel has mapped the territory of tax efficiency and the myriad of investment choices with insight and clarity" Charlotte B. Beyer, Founder and CEO, Institute for Private Investors, New York