| Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies, with offices in 40 countries and territories and total client assets of almost $2 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Merrill Lynch owns approximately half of BlackRock, one of the world’s largest publicly traded investment management companies, with more than $1 trillion in assets under management. Merrill Lynch is the co-author of the annual World Wealth Report. For more information on Merrill Lynch, please visit www.ml.com. |
| Acknowledgments Foreword: Our Eight Convictions about the Future of Wealth Management Taking Full Advantage of a Wealth of Opportunities Appreciating What a Difference a Decade Makes Leveraging Holistic Wealth Management to Meet the Demands of the Maserati Investor Class Recognizing "Asset Allocation" as Simply Code for "Risk Management" Preparing for Increased Dependence on Alternative Investments Witnessing the Rise of International Investing Exploring the Emergence of Generational'Wealth Issues Changing the Rules and Roles of Philanthropy Looking to the Future of Wealth Management Chapter 1: The Evolution of Wealth Management Preparing the Next Generation Transitioning from a Transaction-Based Industry to Wealth Management Advocating the Triple-A Wealth Management Strategy Placing a Renewed Focus on the Wealthy The Changing Role of the Financial Advisor Improving the Advisor-Client Dialogue Understanding the HNWI Advantage: How the Wealthy Manage to Enjoy Robust Returns during Good Times and Bad Describing the State of the World's Wealth Prime Drivers of HNWI Wealth Looking Forward Chapter 2: Global Trends and What They Mean for International Investing Coining the Term "Emerging Markets" Globalization's Growing Impact on High-Net-Worth Individuals China: An Emerging Market for Foreign Investment India: A Growing Major Economic Force The European Union: The World's Largest Integrated Economy United States: Lost Luster Latin America: A Growing Regional Economy Globalization Promotes Local Investing Radical Changes Impact Investment Opportunities International Markets' Success Is Forcing U.S. Investors to Rethink Their Domestic Focus Emerging Markets Become Mainstream Beyond Emerging Markets Lies the Final Frontier …… Chapter 3 Technology's Critical Role in Wealth Management Chapter 4 Holistic Wealth Management Chapter 5 The Doctrine of Asset Allocation Chapter 6 Alternative Investment Strategies Chapter 7 Family Matters Chapter 8 The New Philanthropy: Proactive Involvement Chapter 9 The Future of Holistic Wealth Management Index |
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