The module looks at modern wealth management. Students will study the regulatory framework governing firms and individuals in the wealth management industry. The various asset classes (such as money markets, bonds, equities, property, hedge funds etc) will be examined and how they can be combined in wealth portfolios. The utilisation of pensions and insurance solutions will also be discussed as well as the areas of philanthropy and ethical investing.

Lists linked to Applied Wealth Management

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ECOM079 - Applied Wealth Management - 2023/24 2023-2024 Academic Year 23/11/2023 15:23:20