Consult more than 14945 documents with no limitation. Our subscription options

Heritage and real estate

Filter by:

Filter by:
See all documents

1 results

21 Mar 2023

Heritage Management: How Can Finance Professionals Propose Wealth Management Strategies Adapted to the Needs of Their Clients?

Dissertation - 25 pages - Heritage and real estate

Wealth management is a hot topic that is of increasing interest to individual and professional investors. Indeed, faced with the complexity of the financial markets and the diversity of investment products, asset management has become a necessity for investors wishing to preserve and enhance...