Risk Management for Wealth Advisors

Publish date:

Excerpt from the World Wealth Report 2009 Many advisors underestimate the importance of client’s desire for stronger risk management and due diligence capabilities according to the 2009 World Wealth Report from Merrill Lynch Global Wealth Management and Capgemini. In this excerpt from the Report, learn how during the 2008 and tech bubble downturns, the portfolios […]

Excerpt from the World Wealth Report 2009

Many advisors underestimate the importance of client’s desire for stronger risk
management and due diligence capabilities according to the 2009 World Wealth Report
from Merrill Lynch Global Wealth Management and Capgemini.

In this excerpt from the Report, learn how during the 2008 and tech bubble downturns,
the portfolios of HNWIs who had gone through a holistic risk assessment fared
better than those HNWIs who did not.

tl_Risk_Management_for_...

File size: 822.48 KB File type: PDF

Related Resources

Data to the People

New Point of View “Data to the People” discusses the history, achievements, and immediate...

From operator to orchestrator – the new role for GBS

Musings from the HFS Digital Roundtable – GBS is still relevant, but its role is changing to...