Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices / Jean L. P. Brunel.Material type: TextSeries: Wiley Finance SeriesPublisher: Hoboken : John Wiley & Sons, Inc., c.2015Description: xxi, 249 p. : ill. ; 24 cmISBN: 9781118995907Subject(s): Investment | Wealth management | | BAEPS, Economics October2016 November2016DDC classification: 332.6
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|Book - Borrowing||Central Library First floor||Academic Bookshop||332.6 BRU (Browse shelf)||9154||Available||000045148|
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|332.6 BRO Analysis of Investments and management portfolios /||332.6 BRO Analysis of Investments and management portfolios /||332.6 BRO Analysis of Investments and management portfolios /||332.6 BRU Goals-based wealth management :||332.6 CHR Portfolio performance measurement and benchmarking /||332.6 CUM Private equity :||332.6 DEM Introduction to private equity :|
Index : p. 237-249.
Includes bibliographical references.
Suzan Ashmawy, revised by Rahma Essa.