Investment policy

Categorise your 3 customers(Oliver,Juliano,Ling) according to the life cycle view, the Bailard , Biehl and Kaisermodel and the Barnewall model.Judging from the income and the personality, what strategy (Income,growth, Income and growth, Total ReturnPolicy) will you...

Investment policy

Categorize your 3 customers(Oliver,Juliano,Ling) according to the life cycle view, the Bailard , Biehl and Kaisermodel and the Barnewall model.Judging from the income and the personality, what strategy (Income, growth, Income and growth, Total ReturnPolicy) will you...