Wealth: How the World’s High-Net-Worth Grow, Sustain, and Manage Their Fortunes财富：世界超级富豪如何增长、保持与管理财产
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作者： Merrill Lynch 著
出 版 社：
出版时间： 2008-5-1字数：版次： 1页数： 236印刷时间： 2008/05/01开本： 16开印次： 1纸张： 胶版纸I S B N ： 9780470153031包装： 精装内容简介
It is true that the rich do get richer, and more plentiful. Around the world, there are almost 10 million millionaires, controlling an enormous pool of assets of some US$37 trillion.
Just how do the very rich acquire their wealth, and how do they manage and grow it at a faster rate than the average investor? The wealthy are trendsetters in the world of finance and investment; learning about how they acquire and build their fortunes can help any investor achieve superior results and returns.
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.
Wealth offers insight and guidance from some of the world’s wealthiest individuals and most talented investment advisors to help you, no matter what your current net worth, to take charge of, and prudently safeguard, your own financial future.
作者简介
Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies, with offices in 40 countries and territories and total client assets of almost $2 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Merrill Lynch owns approximately half of BlackRock, one of the world’s largest publicly traded investment management companies, with more than $1 trillion in assets under management. Merrill Lynch is the co-author of the annual World Wealth Report. For more information on Merrill Lynch, please visit www.ml.com.
目录
Acknowledgments
Foreword: Our Eight Convictions about the Future of Wealth Management
Taking Full Advantage of a Wealth of Opportunities
Appreciating What a Difference a Decade Makes
Leveraging Holistic Wealth Management to
Meet the Demands of the Maserati Investor Class
Recognizing "Asset Allocation" as Simply
Code for "Risk Management"
Preparing for Increased Dependence on
Alternative Investments
Witnessing the Rise of International Investing
Exploring the Emergence of Generational'Wealth Issues
Changing the Rules and Roles of Philanthropy
Looking to the Future of Wealth Management
Chapter 1: The Evolution of Wealth Management
Preparing the Next Generation
Transitioning from a Transaction-Based
Industry to Wealth Management
Advocating the Triple-A Wealth Management Strategy
Placing a Renewed Focus on the Wealthy
The Changing Role of the Financial Advisor
Improving the Advisor-Client Dialogue
Understanding the HNWI Advantage:
How the Wealthy Manage to Enjoy Robust
Returns during Good Times and Bad
Describing the State of the World's Wealth
Prime Drivers of HNWI Wealth
Looking Forward
Chapter 2: Global Trends and What They Mean for International Investing
Coining the Term "Emerging Markets"
Globalization's Growing Impact on
High-Net-Worth Individuals
China: An Emerging Market for Foreign Investment
India: A Growing Major Economic Force
The European Union: The World's
Largest Integrated Economy
United States: Lost Luster
Latin America: A Growing Regional Economy
Globalization Promotes Local Investing
Radical Changes Impact Investment Opportunities
International Markets' Success Is Forcing U.S.
Investors to Rethink Their Domestic Focus
Emerging Markets Become Mainstream
Beyond Emerging Markets Lies the Final Frontier
……
Chapter 3 Technology's Critical Role in Wealth Management
Chapter 4 Holistic Wealth Management
Chapter 5 The Doctrine of Asset Allocation
Chapter 6 Alternative Investment Strategies
Chapter 7 Family Matters
Chapter 8 The New Philanthropy: Proactive Involvement
Chapter 9 The Future of Holistic Wealth Management
Index
书摘插图
Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies, with offices in 40 countries and territories and total client assets of almost $2 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Merrill Lynch owns approximately half of BlackRock, one of the world’s largest publicly traded investment management companies, with more than $1 trillion in assets under management. Merrill Lynch is the co-author of the annual World Wealth Report. For more information on Merrill Lynch, please visit www.ml.com.
