private wealth

132 Posts

Book Review: The Econometrics of Individual Risk


In this reissued book, the authors explore credit risk from four distinct quantitative perspectives — the occurrence, frequency, timing, and severity of a loss — and focus on the core econometric techniques for measuring each aspect. Given the industry failings associated with the recent global financial crisis, it is more important than ever for financial analysts to understand the mechanics of quantitative risk tools. Read more

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How Financial Advisers Can Appeal to NextGens

How Financial Advisers Can Appeal to NextGens

Financial advisers who fail to understand and act on the behaviors and demands of young high-net-worth individuals (HNWIs) may be unprepared for the long-term shifts in client attitudes that are on the horizon. To help financial advisers plan for this shift, Enterprising Investor interviewed David Wilson, of Capgemini Financial Services and founder of, for his personal views on how advisers can appeal to NextGens. Read more

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