Relevant bibliographies by topics / Private Wealth Management

Contents

  1. Journal articles
  2. Dissertations / Theses
  3. Books
  4. Book chapters
  5. Conference papers

Academic literature on the topic 'Private Wealth Management'

Author: Grafiati
Published: 4 June 2021
Last updated: 11 February 2022

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Journal articles on the topic "Private Wealth Management"

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Dziawgo, Leszek, and Danuta Dziawgo. "PRIVATE BANKING − WEALTH MANAGEMENT: ECOLOGICAL ASPECTS." Prace Naukowe Uniwersytetu Ekonomicznego we Wrocławiu, no. 478 (2017): 152–61. http://dx.doi.org/10.15611/pn.2017.478.14.

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Саркисянц and A. Sarkisyants. "Private Wealth management: Current Trends." Auditor 2, no. 3 (2016): 32–44. http://dx.doi.org/10.12737/18456.

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The article discusses in detail some aspects of private banking or private banking of most wealthy clients with
 capital in the tens of millions of dollars, types of wealth management and their regional characteristics.
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Wilcox, Jarrod W. "Risk Management for Private Wealth." CFA Institute Conference Proceedings 2005, no. 5 (2005): 41–47. http://dx.doi.org/10.2469/cp.v2005.n5.3515.

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Yau, Jot K. "Asset–Liability Management in Private Wealth Management." CFA Digest 40, no. 1 (2010): 102–4. http://dx.doi.org/10.2469/dig.v40.n1.71.

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Amenc, Noël, Lionel Martellini, Vincent Milhau, and Volker Ziemann. "Asset-Liability Management in Private Wealth Management." Journal of Portfolio Management 36, no. 1 (2009): 100–120. http://dx.doi.org/10.3905/jpm.2009.36.1.100.

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Coghlan, John Philip. "Future Strategies for Private Wealth Management." AIMR Conference Proceedings 2002, no. 4 (2002): 80–87. http://dx.doi.org/10.2469/cp.v2002.n4.3219.

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Magiera, Frank T. "The Extended Portfolio in Private Wealth Management." CFA Digest 38, no. 4 (2008): 75. http://dx.doi.org/10.2469/dig.v38.n4.30.

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Jennings, William W., and William R. Reichenstein. "The Extended Portfolio in Private Wealth Management." Journal of Wealth Management 11, no. 1 (2008): 36–45. http://dx.doi.org/10.3905/jwm.2008.706271.

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Lowenhaupt, Charles A. "The Institute for Wealth Management Standards and the Case for Private Wealth Management Standards." Journal of Wealth Management 12, no. 4 (2010): 9–11. http://dx.doi.org/10.3905/jwm.2010.12.4.009.

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Lum, Samuel. "Asia-Pacific Private Wealth Management: A Multicultural Mosaic." CFA Institute Magazine 23, no. 4 (2012): 59. http://dx.doi.org/10.2469/cfm.v23.n4.5.

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Dissertations / Theses on the topic "Private Wealth Management"

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Smith, Anita. "Power, work and learning in private wealth management." Thesis, University of Leicester, 2012. http://hdl.handle.net/2381/27775.

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The main thrust of this study argues that failure to account for the notion of power in considering learning in social contexts—like a working environment—inevitably presents an incomplete and unrealistic account of how learning actually is. Literature suggests that mainstream scholars and theorists have arguably pushed issues regarding the inter-connectedness of power and knowledge to the peripheral—resulting in both a paucity of theoretical coverage and empirical work on the subject. Through an interdisciplinary approach, this study takes inspiration from Foucault’s conceptualization of powe
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Diewald, Sascha. "Neukundengewinnung im Wealth Management : strategische Erfolgsfaktoren im Akquisitionsgeschäft /." Frankfurt, M. : Frankfurt-School-Verl, 2007. http://d-nb.info/98575561X/04.

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Alves-Dos-Santos, Mariana Figueiras. "In portfolio : market attachments, money and capital in private wealth management." Thesis, Durham University, 2018. https://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.753752.

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Unequivocally tied to the protection and accumulation of private fortunes over time, the wealth management industry has mostly been portrayed in media and academic accounts in terms of exotic practices taking place in unreachable, offshore worlds. This thesis seeks to explore this sector of finance as a market that targets and serves the super-rich and as a key site where capital is reproduced, but by attending to the more ordinary practices, procedures and experiences typically obscured in those accounts. More precisely, this is a market that seeks to capture and retain private wealth in the
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Angerer, Diana. "Internationalization Process in the Wealth Management Sector Growth Strategies of Swiss Banks in Asia /." St. Gallen, 2009. http://www.biblio.unisg.ch/org/biblio/edoc.nsf/wwwDisplayIdentifier/02602704002/$FILE/02602704002.pdf.

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Zaum, Christian [Verfasser], Markus [Gutachter] Rudolf, and Jürgen [Gutachter] Weber. "Customer portfolio management : an application to private wealth management / Christian Zaum. Gutachter: Markus Rudolf ; Jürgen Weber." Vallendar : WHU - Otto Beisheim School of Management, 2016. http://d-nb.info/1113594586/34.

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Zaum, Christian Verfasser], Markus [Gutachter] [Rudolf, and Jürgen [Gutachter] Weber. "Customer portfolio management : an application to private wealth management / Christian Zaum. Gutachter: Markus Rudolf ; Jürgen Weber." Vallendar : WHU - Otto Beisheim School of Management, 2016. http://nbn-resolving.de/urn:nbn:de:hbz:992-opus4-381.

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Nigsch, Marco. "Das Wealth-Management-Team in der Kundenbetreuung eine Analyse am Beispiel einer Schweizer Grossbank." Wiesbaden Gabler, 2009. http://d-nb.info/1000248917/04.

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LIPPI, ANDREA. "Gli investimenti non finanziari nel private banking: scelte strategiche, aspetti tecnico-valutativi e modalità di customer relationship management." Doctoral thesis, Università Cattolica del Sacro Cuore, 2007. http://hdl.handle.net/10280/115.

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L'obiettivo della ricerca è evidenziare se l'investimento in beni non finanziari è preso in considerazione dalle private banks operanti in Italia nella costruzione dei portafogli dei loro clienti facoltosi, se nel processo di ottimizzazione siano seguite le logiche della modern portfolio theory e quali modalità vengono adottate nella fase di presentazione delle performance. si procede quindi ad esaminare gli investimenti in oro, in arte, in diamanti, in vino e in immobili per verificarne gli impatti sulla rischiosità e sulle performance di portafoglio.<br>The goal of this thesis is to verify i
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BOSETTO, DANIELA. "Costruire il ruolo del PRIVATE BANKER: indagini e proposte operative." Doctoral thesis, Università Cattolica del Sacro Cuore, 2012. http://hdl.handle.net/10280/1410.

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Obiettivo del presente lavoro è identificare le principali connotazioni specifiche della professione di private banker. In seguito ad una prima analisi della genesi del ruolo e dei fattori che ne hanno determinato l’evoluzione nel tempo, si sono indagati: quali mansioni e responsabilità ricopre e quali riporti gerarchici è chiamato a rispettare, quali caratteristiche comportamentali e attitudinali siano distintive del ruolo, quale il livello di competenze necessario al suo esercizio e quali i gap formativi ancora da colmare. Non da ultime, sono state rilevate le difficoltà quotidiane e le font
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Beijbom, Filip, and Adam Fröman. "Asset Liability Management: Ur privatpersonens perspektiv : Ta kontroll över din ekonomiska framtid." Thesis, Linköpings universitet, Företagsekonomi, 2017. http://urn.kb.se/resolve?urn=urn:nbn:se:liu:diva-138801.

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BAKGRUND: Samtidigt som företag och finansiella institutioner idag har utvecklat avancerade Asset Liability Management-verktyg för att proaktivt hantera sina risker och planera framtida kassaflöden, så baseras dagens privatekonomiska rådgivning fortfarande på traditionella tillgångsallokeringsstrategier och enkla tumregler. Tidigare forskning menar på att liknande ALM-verktyg skulle kunna generera mervärde även för privatpersoner om de implementerades i praktiken, men vad de privata spararna själv tycker i frågan är hitintills outforskat. Trots detta kvarstår faktum att endast om privatpersone
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Books on the topic "Private Wealth Management"

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Brost, Heike, Martin Faust, and Wolfgang J. Reittinger, eds. Private Banking und Wealth Management. Springer Fachmedien Wiesbaden, 2019. http://dx.doi.org/10.1007/978-3-658-23779-0.

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Maude, David. Global Private Banking and Wealth Management. John Wiley & Sons, Ltd., 2010.

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Maude, David. Global Private Banking and Wealth Management. John Wiley & Sons Ltd, 2006. http://dx.doi.org/10.1002/9781118673386.

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Bühring, Jörn H. Private Banking and Wealth Management Futures 2030. Springer Singapore, 2021. http://dx.doi.org/10.1007/978-981-16-3395-9.

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Lowenhaupt, Charles. Freedom from wealth: the experience and strategies to help protect and grow private wealth. McGraw-Hill, 2011.

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The stewardship of wealth: Successful private wealth management for investors and their advisors. Wiley, 2012.

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Wealth management: Private banking, investment decisions and structured financial products. Butterworth-Heinemann, 2006.

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S, Rosenbloom Jerry, ed. Private wealth management: The complete reference for the personal financial planner. 8th ed. McGraw-Hill, 2009.

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Hallman, G. Victor. Private wealth management: The complete reference for the personal financial planner. 8th ed. McGraw-Hill, 2009.

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S, Rosenbloom Jerry, ed. Private wealth management: The complete reference for the personal financial planner. 8th ed. McGraw-Hill, 2009.

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Book chapters on the topic "Private Wealth Management"

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Scott-Quinn, Brian. "Wealth Management and Private Banking." In Commercial and Investment Banking and the International Credit and Capital Markets. Palgrave Macmillan UK, 2012. http://dx.doi.org/10.1007/978-0-230-37048-7_19.

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Sandretto Re Rebaudengo, Patrizia. "The Art Collector Between Private Passion and Philanthropy." In Art Wealth Management. Springer International Publishing, 2016. http://dx.doi.org/10.1007/978-3-319-24241-5_6.

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Zorloni, Alessia. "Assessing and Improving the Effectiveness of Private Art Museums." In Art Wealth Management. Springer International Publishing, 2016. http://dx.doi.org/10.1007/978-3-319-24241-5_3.

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Zeltner, Jürg. "Globalisierung und Integration als Antwort auf wachsende Herausforderungen im Wealth Management." In Private Banking. Gabler Verlag, 2005. http://dx.doi.org/10.1007/978-3-322-96344-4_1.

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Reittinger, Wolfgang J. "Strategische Erfolgsfaktoren für das Private Wealth Management." In Edition Frankfurt School. Springer Fachmedien Wiesbaden, 2018. http://dx.doi.org/10.1007/978-3-658-23779-0_22.

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Amenc, Noël, Lionel Martellini, Vincent Milhau, and Volker Ziemann. "Exploiting Asset-Liability Management Concepts in Private Wealth Management." In Asset and Liability Management Handbook. Palgrave Macmillan UK, 2011. http://dx.doi.org/10.1057/9780230307230_18.

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Diemers, Daniel. "WealthTech - Taking Private Banking and Wealth Management Digital." In The WealthTech Book. John Wiley & Sons, Ltd, 2018. http://dx.doi.org/10.1002/9781119444510.ch61.

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Bühring, Jörn H. "Mega Trends—Introduction." In Private Banking and Wealth Management Futures 2030. Springer Singapore, 2021. http://dx.doi.org/10.1007/978-981-16-3395-9_2.

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Bühring, Jörn H. "Methodology." In Private Banking and Wealth Management Futures 2030. Springer Singapore, 2021. http://dx.doi.org/10.1007/978-981-16-3395-9_6.

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Bühring, Jörn H. "A Delphi Summary of Desired Futures 2020 and 2030." In Private Banking and Wealth Management Futures 2030. Springer Singapore, 2021. http://dx.doi.org/10.1007/978-981-16-3395-9_3.

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Conference papers on the topic "Private Wealth Management"

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Shi, Hongmei, and Shangmei Zhao. "The Private Wealth Management Industry in mainland China: 2013-2018." In 2013 International Conference on Advances in Social Science, Humanities, and Management. Atlantis Press, 2013. http://dx.doi.org/10.2991/asshm-13.2013.198.

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Maia, Francisco. "Data Management and Privacy in a World of Data Wealth." In 2017 13th European Dependable Computing Conference (EDCC). IEEE, 2017. http://dx.doi.org/10.1109/edcc.2017.34.

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