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An in-depth look at portfolio and client relationship management for private wealth management firms

Created for banking and finance professionals with a desire to expand their management skillset, this book focuses on portfolio and client relationship management for firms in the global private wealth management industry. It was written by the experts at the world-renowned Hong Kong Institute of Bankers, an organization dedicated to providing the international banking community with education and training.
Reveals how to identify the needs of high-net-worth clients in the global financial market
Explains how to evaluate the effectiveness of portfolio management strategies and decide the most appropriate
Helps wealth managers integrate a wide range of specialized theories and knowledge related to asset and portfolio management
Shows how to build, develop, and maintain long-term client relationships by delivering excellent customer service while complying with professional and ethical standards

Global Portfolio and Client Relationship Management