Research Foundation Books June 2018
Risk Profiling and Tolerance: Insights for the Private Wealth Manager
Risk Profiling and Tolerance: Insights for the Private Wealth ManagerView the full book (PDF)
About the Editor
Joachim Klement, CFA, is a trustee of the CFA Institute Research Foundation. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and head of equity strategy for UBS Wealth Management. Klement studied mathematics and physics at the Swiss Federal Institute of Technology (ETH), Zurich, Switzerland and Madrid, Spain, and graduated with a master’s degree in mathematics. In addition, he holds a master’s degree in economics and finance.