EVALUASI KEKAYAAN HIGH NET WORTH INDIVIDUAL UNTUK PERENCANAAN MASA DEPAN (STUDI KASUS)
There is a new awareness to the financial things, which is not only apply to companies but also for individuals within the family especially the High Net Worth Individual (HNWI), individuals or families with a net worth of at least U.S. $ 1 million. This is a potential opportunity for financial cons...
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| Main Authors: | , |
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| Format: | Theses and Dissertations NonPeerReviewed |
| Published: |
[Yogyakarta] : Universitas Gadjah Mada
2012
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| Subjects: | |
| Online Access: | https://repository.ugm.ac.id/98258/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=52120 |
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| Institution: | Universitas Gadjah Mada |
| Summary: | There is a new awareness to the financial things, which is not only apply
to companies but also for individuals within the family especially the High
Net Worth Individual (HNWI), individuals or families with a net worth of at
least U.S. $ 1 million. This is a potential opportunity for financial consulting
services to HNWI and the development of the current global financial
industry.
The failure of the managing wealth will result that asset become
diminished or exhausted due to continuous use and / or eroded by inflation
flow. Wealth should be managed by doing protection with diversification of
assets and purchasing of insurance. In the other point, wealth must be
accumulated by investing so the value remains the same or increased, in
order to plan for the future and to ensure / maintain client's lifestyle.
Investments should consider the level of liquidity of assets and client risk
tolerance being strongly associated with risk and return factors. As growing
old, client should be noted to the distribution of assets.
The importance of managing HNWI / families fortune create a new
specialization in the financial management called wealth management.
Related professions in the field of wealth management is wealth managers. |
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