Are you a … Premier, Priority, Privilege, Treasures or Wealth banking customer with capital to invest?
… or a High Net Worth Individual looking to realign your portfolio with your personal views and objectives?
… or a PMEB seeking to secure your financial future?
If you are any of the above, High Net Worth Investing is the book for you!
- Understand what you are buying – or what your relationship manager or adviser is asking you to buy
- Asset classes and financial products demystified
- Pitfalls of investing that many sellers of financial products don’t warn you about…
- The secrets of holistic, sustainable Asset Allocation
- Planning scenarios for individuals of different capital amounts and investment objectives
Start growing your wealth today!
Cover Type: Paperback
Page Count: 216
Year Published: 2016