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Investment portfolio management

Our selection of articles and guides can help you identify best practices, techniques and tools to apply to your investment portfolio

What's on this page?

  • eBooks
  • Online articles
  • Articles and books in the Library collection
  • Further resources

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eBooks

The Library provides full text access to a selection of key business and reference eBooks from leading publishers. eBooks are available to logged-in ICAEW members, ACA students and other entitled users. If you are unable to access an eBook, please see our Help and support advice or contact library@icaew.com.

Advising the wealthy client: a handbook for working with the ultra wealthy

Countries are racing to disclose bank accounts to garner more tax income from the ultra wealthy and the politics of being in the “1% club” are not always positive. Yet these are important clients with important needs.

All about investing

Provides inexperienced investors with what they need to know to get started.

All about short selling

How to get started with short selling so that it can be safely worked into an overall investment programme.

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Terms of use: You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.

Online articles

The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use. 

JPMorgan exec says 'Wall Street 2.0' will be better for women

Mary Callahan Erdoes, CEO of asset and wealth management at JPMorgan, delivered a keynote speech reflecting on her career in finance at American Banker's 'Most Powerful Women in Banking' Conference 2023. The article gives quotes from her talk, which discussed the advantages of remote working for women in the workplace, as well as the importance of being curious and becoming a subject matter expert.

Portugal private clients series, part two: Opportunities on the sale of shares of small and micro companies

Ana Carrilho Ribeiro and António Queiroz Martins of Morais Leitão, Galvão Teles, Soares da Silva & Associados report opportunities on the taxation of capital gains arising from the sale of SMCs, in the hands of resident and non-resident individual shareholders.

Portugal private clients series, part one: New Stock Options Tax Regime

In the first article of a two-part series on the tax landscape for Portuguese private clients, Ana Carrilho Ribeiro and António Queiroz Martins of Morais Leitão, Galvão Teles, Soares da Silva & Associados report significant proposed changes to the taxation of stock options.

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Access to articles is provided subject to suppliers’ terms of use.

Articles and books in the Library collection

To find out how you can borrow books from the Library please see our guide to book loans.

You can obtain copies of articles or extracts of books and reports through our document supply service.

Further resources

You may also find the following Knowledge Guides useful:

Can't find what you are looking for?

If you're having trouble finding the information you need, ask the Library & Information Service. Contact us by telephone on +44 (0)20 7920 8620, by web chat or by email at library@icaew.com.

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