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Abstract
Private wealth management is the investment management specialization focused on high-net-worth individuals and families. Portfolio design and investment solutions in private wealth management are customized to reflect the complexities of the investor’s unique circumstances. This literature review reflects the current best thinking on private wealth management.
TOPICS: Wealth management, portfolio construction
- Copyright © 2011 Research Foundation of CFA Institute. All rights reserved. Not to be reproduced or redistributed without permission.
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