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Wealth : How the World's High-Net-Worth Grow, Sustain, and Manage Their Fortunes - Merrill Lynch

Wealth

How the World's High-Net-Worth Grow, Sustain, and Manage Their Fortunes

By: Merrill Lynch, CapGemini

eBook | 8 January 2010 | Edition Number 1

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In Wealth, Merrill Lynch and Capgemini present a readable guide on what drives the success of HNWIs, as well as the trends, growth, increased complexity and competitiveness of the global wealth management market, all based on over a decade of research.

Full of wealth-building strategies for HNWIs everywhere, as well as for those who aspire to join their ranks and those who advise them, Wealth is a complete guide to successful holistic wealth management. Comprehensive coverage includes:

  • What you should aspire to achieve with your wealth management goals.
  • New ways in which HNWIs should be thinking about planning for the future.
  • How to get to the next level of wealth.
  • Trends, similarities and differences in various regions around the world.
  • Innovative approaches to asset allocation and alternative investments.
  • The increasing role of philanthropy, the growing importance of inter-generational wealth transfer, and other emerging issues for HNWIs.
  • In-depth interviews with prominent high-net-worth and ultra-high-net-worth individuals as well as advisors.
  • Provocative thinking on where the future of the wealth management industry is going.
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