Great Books On Wealth-Management To Add To Your Reading List

If you’re after a new read, we’ve rounded up the best books on wealth management out there.
Simplify Complex Wealth Management: Explore Altoo's Premium Features. Preview Altoo Wealth Platform.

„The Intelligent Investor“ by Benjamin Graham

A timeless classic, Benjamin Graham’s essential read. Known as the ‘father of value investing’, Graham distills complex financial concepts into easy-to-understand principles. He presents a philosophy of “value investing” that protects investors from making big mistakes and teaches them to develop long-term strategies. The book places great emphasis on the idea of “margin of safety”, investing in assets at prices well below their intrinsic value. The book has been endorsed by Warren Buffet as “the best book on investing ever written”.

„Common Stocks and Uncommon Profits“ by Philip Fisher

Philip Fisher is one of the most influential investors of all time, and his book is a testament to his investment philosophy. Fisher’s work focuses on long-term investment strategies, identifying quality stocks and thorough due diligence, making this an ideal read for high net worth individuals.

„Security Analysis“ by Benjamin Graham and David Dodd

Another of Graham’s masterpieces, this time with David Dodd, it is often referred to as the ‘bible of investing’. The book provides detailed strategies for analysing stocks, bonds and other types of securities, essential knowledge for anyone in the investment business. It lays the foundation for the value investing approach, making it a reference point for both novice and experienced investors.

„Fooled by Randomness“ by Nassim Nicholas Taleb

Nassim Nicholas Taleb, a successful trader and economist, explores luck, uncertainty and probability and how they affect our lives and careers. A philosophical insight into risk and decision-making essential for any high-stakes investor, Fooled by Randomness explores how chance and luck affect our lives, particularly in finance and investing.

Your Wealth, Our Priority: Altoo's Consolidation Power, Secure Document Management, and Seamless Stakeholder Sharing for High Net Worth Individuals. Preview Platform.

„Beating the Street“ by Peter Lynch

Renowned investor Peter Lynch details his investment strategies and offers advice on how to pick stocks and mutual funds to build a successful investment portfolio. Lynch’s ‘invest in what you know’ mantra demystifies the stock market, making this a fascinating read.

Altoo: Secure Swiss Professional for Consolidated Assets and Document Management. Platform Preview.

Insights On Wealth Management And More.

Delivered To Your Inbox.
Left Menu Icon