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...
| Main Authors: | , |
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| Format: | Thesis |
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[Yogyakarta] : Universitas Gadjah Mada
2012
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| Subjects: |
| _version_ | 1826045441054081024 |
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| author | , Dian Eka Puspitasari , Prof. Dr. Eduardus Tandelilin, MBA, CWM, |
| author_facet | , Dian Eka Puspitasari , Prof. Dr. Eduardus Tandelilin, MBA, CWM, |
| author_sort | , Dian Eka Puspitasari |
| collection | UGM |
| description | 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. |
| first_indexed | 2024-03-13T22:37:10Z |
| format | Thesis |
| id | oai:generic.eprints.org:98806 |
| institution | Universiti Gadjah Mada |
| last_indexed | 2024-03-13T22:37:10Z |
| publishDate | 2012 |
| publisher | [Yogyakarta] : Universitas Gadjah Mada |
| record_format | dspace |
| spelling | oai:generic.eprints.org:988062016-03-04T08:46:15Z https://repository.ugm.ac.id/98806/ EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON , Dian Eka Puspitasari , Prof. Dr. Eduardus Tandelilin, MBA, CWM, ETD 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. [Yogyakarta] : Universitas Gadjah Mada 2012 Thesis NonPeerReviewed , Dian Eka Puspitasari and , Prof. Dr. Eduardus Tandelilin, MBA, CWM, (2012) EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON. UNSPECIFIED thesis, UNSPECIFIED. http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=54940 |
| spellingShingle | ETD , Dian Eka Puspitasari , Prof. Dr. Eduardus Tandelilin, MBA, CWM, EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON |
| title | EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON |
| title_full | EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON |
| title_fullStr | EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON |
| title_full_unstemmed | EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON |
| title_short | EVALUASI ASET ALOKASI PADA PORTOFOLIO HIGH NETOWRTH WEALTH MANAGEMEN KELUARGA BAPAK ANTON |
| title_sort | evaluasi aset alokasi pada portofolio high netowrth wealth managemen keluarga bapak anton |
| topic | ETD |
| work_keys_str_mv | AT dianekapuspitasari evaluasiasetalokasipadaportofoliohighnetowrthwealthmanagemenkeluargabapakanton AT profdreduardustandelilinmbacwm evaluasiasetalokasipadaportofoliohighnetowrthwealthmanagemenkeluargabapakanton |