The Handbook of Personal Wealth Management: How to Ensure Maximum Investment Returns with Security / Edition 6

The Handbook of Personal Wealth Management: How to Ensure Maximum Investment Returns with Security / Edition 6

by Jonathan Reuvid
     
 

ISBN-10: 0749460180

ISBN-13: 9780749460181

Pub. Date: 06/28/2010

Publisher: Kogan Page, Ltd.

The Handbook of Personal Wealth Management, now fully updated for this sixth edition, offers authoritative, jargon-free advice on how to structure personal and business-related finances. Now more than ever, it is vital that investment returns are safeguarded and maximized - but as the world economy enters increasingly turbulent waters, how can this be

…  See more details below

Overview

The Handbook of Personal Wealth Management, now fully updated for this sixth edition, offers authoritative, jargon-free advice on how to structure personal and business-related finances. Now more than ever, it is vital that investment returns are safeguarded and maximized - but as the world economy enters increasingly turbulent waters, how can this be achieved?
The Handbook covers all aspects of personal wealth management in a clear and comprehensive way, including: investment strategies for 2010 onwards; key principles in asset management; pensions planning and products; taxation issues; alternative investment vehicles; real estate, foresty and the environment; philanthropic concerns.
The aim of this book is to provide anyone who has accrued sufficient capital for serious investment with insightful and practical trips on how best to manage their personal affairs.
The text also contains valuale analysis of some of the less conventional investment options on the market, all offering diversity of choice for the serious investor. These include investments in farmland, forestry, art and antiques, diamonds and fine windes. For those with an interest in philanthropy, there is a chapter from the Charities Aid Foundation on developing a giving strategy, social investment and taking advantage of tax breaks.
This sixth edition includes a new regional directory with details of investment managers and independent financial advisers based in the UK and Ireland.
The Handbook of Personal Wealth Management will help to ensure financial peace of mind for anyone with the capital to be a serious investor.
The book includes chapters on: performance in wealth management; what to learn from 2008-09; asset allocation and portfolio management; ethical investing; structured products; individual life stage needs; personal pensions; tax-efficient investing; ecological and environmental investments; how to invest in art and antiques; investing in diamonds and gold; charitable giving - the options and strategies.

Read More

Product Details

ISBN-13:
9780749460181
Publisher:
Kogan Page, Ltd.
Publication date:
06/28/2010
Edition description:
Sixth Edition
Pages:
388
Product dimensions:
6.90(w) x 9.50(h) x 1.20(d)

Table of Contents

Contributors’ notes

Foreword

Introduction

Part 1  The new investment environment

1.1       Structured products: a retrospective

            Stephen Ford, Brewin Dolphin

1.2       How to be a smarter investor: what to learn from 2008–09

            Jeremy Beckwith, Kleinwort Benson

1.3       Time to get more active

            Martin Surguy, Deutsche Bank Private Wealth Management

1.4       The aftermath of 2008: asset allocation and portfolio management

            Claire Bennison and James Keen, Brooks Macdonald Asset Management

1.5       Ethical investing: moving out from the fringes

            Wayne Bishop, King & Shaxson

Part 2  First principles in asset management

2.1       A preview of 2010: what the future holds for UK financial and wealth planning   Christine Ross and Christopher Shaw, SG Hambros Bank

2.2       Private clients: individual life stage needs and objectives

            Richard Cumming-Bruce, Principal Investment Management

2.3       The importance of performance in wealth management

            Stephen Vakil, Quilter

Part 3  Pensions and taxation issues

3.1       Personal pensions

            Mike Morrison, AXA Winterthur Wealth Management

3.2       How tax-efficient investing can help us all enjoy a more prosperous future

            James Saunders Watson, JP Morgan Asset Management

3.3       Taxation of UK resident non-domiciliaries

            Patrick Harney, Forsters LLP

3.4       Jersey’s troika offering: the company, the trust and the foundation

            Christopher Scholefield, Viberts

3.5       A Man for all seasons: Isle of Man International Business Centre

            Ian Bancroft, Cayman National Bank

Part 4  Real estate, forestry and the environment

4.1       Farmland the asset class: performance and opportunity – an ecological understanding

            Geoff Burke, Agro-Ecological Investment Management

4.2       Current opportunities in forestry investment

            Alan Guy, Fountains Forestry

4.3       Forestry in Scotland

            Dianne Laing, Scottish Native Woods

4.4       Greenpeace Environmental Trust

            Maurice Trotman, Greenpeace Environmental Trust

Part 5  Stores of value

5.1       Understanding coloured diamonds

            Stephen Hershoff, Pastor-Genève

5.2       Investing in coloured diamonds

            Stephen Hershoff, Pastor-Genève

5.3       Wine: best investment of the decade

            Nick Stephens, Interest in Wine

5.4       Art and antiques

            James Goodwin

5.5       How to invest in art and antiques

            James Goodwin

5.6       The allure of precious metals

            H John Stollery, DiaMine Explorations

5.7       Canadian diamond mining

            H John Stollery, DiaMine Explorations

Part 6  Philanthropy to the forefront

6.1       Philanthropic trends, as viewed by a private banker

            Tracey Reddings, SG Hambros Bank

6.2       Mission possible

            Stefan Velvick, Charities Aid Foundation

6.3       The impact of epilepsy

            Ropinder Gill, The National Society for Epilepsy

6.4       Charitable giving: when it comes to the ‘crunch’

            Colette Craddock, Sue Guild and Alison Parker, Guide Dogs

6.5       Philanthropy matters

            David Warner, National Animal Welfare Trust

            Appendix 1: Contributors’ contact list

            Appendix 2: Directory of investment managers and independent financial advisers

            Index

            Index of advertisers

Jonathan Reuvid was formerly an economist, an investment banker and an international corporate development consultant. He has edited and co-authored many titles for Kogan Page, including The Business Guide to Credit Management, Working Abroad, The Corporate Guide to Expatriate Employment and Managing Business Risk.

Read More

Customer Reviews

Average Review:

Write a Review

and post it to your social network

     

Most Helpful Customer Reviews

See all customer reviews >