EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON
This study aimed at how to manage a wealth of High Net Worth Individuals by knowing the client profile based on the type of risk-taking, analyzing and evaluating the management of wealth according to the needs of clients and 2 Pillar Wealth Management, and formulate alternative solutions and recomme...
Saved in:
| Main Authors: | , |
|---|---|
| Format: | Theses and Dissertations NonPeerReviewed |
| Published: |
[Yogyakarta] : Universitas Gadjah Mada
2012
|
| Subjects: | |
| Online Access: | https://repository.ugm.ac.id/98806/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=54940 |
| Tags: |
Add Tag
No Tags, Be the first to tag this record!
|
| Institution: | Universitas Gadjah Mada |
| Summary: | This study aimed at how to manage a wealth of High Net Worth Individuals
by knowing the client profile based on the type of risk-taking, analyzing and
evaluating the management of wealth according to the needs of clients and 2 Pillar
Wealth Management, and formulate alternative solutions and recommendations
based on the type of client risk.
This case study uses a client who is willing to provide information about the
personal wealth of data, cash flow and some information related to the
management of client assets. This type of risk based on the client questionnaire and
the the authors make recommendations in accordance with client which is growth
and accumulation a client wealth management, asset management . There are two
alternative scenarios clients advice on wealth management.
The results of the wealth management clients in select on scenario 2 because
can increase net cashflow the clien. Recommendations on the scenario 2, asset
diversification (, boarding-lodging business, savings, deposits, fixed-income BNP
Paribas prima 2 and Simas Danamas, Gold and RD Panin Dana Maksima.
Recommendations of the selected clients can improve cash flow net Rp.
1,433,279,000. |
|---|