This paper is co-authored with Stephen M. Horan, of the CFA Institute, and Bill Reichenstein, of Baylor University, and is available on the Research Foundation of the CFA Institute website as of mid-July 2010.
ABSTRACT: Private wealth management is the investment management specialization focused on high-net-worth individuals and families. Portfolio design and investment solutions in private wealth management are customized to reflect the complexities of the investor’s unique circumstances. This review reflects the current best thinking on private wealth management.
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