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- Title
SATISFYING THE CHANGING NEEDS AND PRODUCT REQUIREMENTS of high net worth individuals.
- Authors
BROWNING, MATHEW
- Abstract
The article focuses on the importance of understanding the needs of wealthy individuals and families to effectively manage their wealth. It is inferred that the construction of a tailored investment policy and portfolio is being guided by the uniqueness of a wealthy investor. It discusses the key considerations for defining the uniqueness of wealthy investors, including the role of the investor in relation to the wealth, objectives, and non-financial and financial risks.
- Subjects
HIGH net worth individuals; FINANCIAL management; INVESTMENT policy; FINANCIAL planning; WEALTH management services
- Publication
inFinance, 2012, Vol 126, Issue 4, p21
- ISSN
1834-4232
- Publication type
Article