Advising the Ultra-Wealthy by Gregory Curtis

Author:Gregory Curtis
Language: eng
Format: epub
ISBN: 9783030576059
Publisher: Springer International Publishing

Competitive wealth management firms locate top money managers mainly via their own experience and contacts. Suppose, for example, the firm wants to find a good high-yield bond manager. Most likely, the firm will query its existing stable of fixed-income managers and ask them who is especially capable in the high yield space, who their toughest competitors are. The firm might or might not end up with one of the managers on that list, but it’s a very good place to start.

But if you are new to the ultra-wealthy world you likely have no experience and few contacts. Given that, here are few strategies to consider:Start with the firms you are already working with. If you are using a bond mutual fund or ETF you like, it’s very possible that the same firm offers a separate account version of a high-yield product.

Download

Copyright Disclaimer:
This site does not store any files on its server. We only index and link to content provided by other sites. Please contact the content providers to delete copyright contents if any and email us, we'll remove relevant links or contents immediately.