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1

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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2

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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4

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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5

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

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6

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

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7

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

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8

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

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9

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

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10

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

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11

Ashcraft, Virginia C. Tools and techniques for private bankers: A companion text to Banking on wealth. D. Jeffrey Associates, 1987.

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12

1979-, Niu Yi, ed. Zhongguo shi chuang fu: Jie du 30 nian 12 ci cai fu ji hui = China wealth creation. Zhejiang ren min chu ban she, 2008.

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1979-, Niu Yi, ed. Zhongguo shi chuang fu: Jie du 30 nian 12 ci cai fu ji hui = China wealth creation. Zhejiang ren min chu ban she, 2008.

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1979-, Niu Yi, ed. Zhongguo shi chuang fu: Jie du 30 nian 12 ci cai fu ji hui = China wealth creation. Zhejiang ren min chu ban she, 2008.

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15

Kremena, Bachmann, ed. Behavioural finance for private banking. John Wiley & Sons, 2008.

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16

Nigro, Giampiero, ed. Gestione dell'acqua in Europa (XII-XVIII Secc.) / Water Management in Europe (12th-18th centuries). Firenze University Press, 2018. http://dx.doi.org/10.36253/978-88-6453-700-9.

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Water was a source of wealth which facilitated, fostered or brutally halted economic development in the Ancien Regime. Lack of hygiene meant that water was used less for drinking than other drinks, but as a raw material, source of energy, cooling, rinsing and cleansing agent, water was unequalled. It played a role in public and private relaxation and in health. Water also proved to be an ideal, safe and cheap means of transporting goods and ideas. Urban historians have long pointed to the enormous comparative advantage enjoyed by towns and regions whose favourable maritime or riverine location
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17

Private Wealth Management. McGraw-Hill, 2009.

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18

Horan, Stephen M. Private Wealth: Wealth Management in Practice. Wiley & Sons, Incorporated, John, 2008.

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19

Private Wealth: Wealth Management in Practice. Wiley & Sons, Incorporated, John, 2008.

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20

Private Wealth: Wealth Management in Practice. Wiley & Sons, Incorporated, John, 2008.

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21

Michael, Horan Stephen, ed. Private wealth: Advances in wealth management practices. Wiley, 2009.

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22

Mentz, George. Private Wealth Management & Financial Planning. George Mentz, 2007.

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23

Hong Kong Institute of Bankers (HKIB). Business Strategy in Private Wealth Management. Wiley & Sons, Incorporated, John, 2016.

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24

The Literature of Private Wealth Management. CFA Institute Research Foundation, 2006. http://dx.doi.org/10.2470/rflr.v1.n3.4362.

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25

Zorloni, Alessia. Art Wealth Management: Managing Private Art Collections. Springer, 2016.

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26

Vault Career Guide to Private Wealth Management. Vault, Inc., 2007.

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27

Business Knowledge for IT Private Wealth Management. Essvale Corporation Limited, 2008.

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28

Zorloni, Alessia. Art Wealth Management: Managing Private Art Collections. Springer, 2018.

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29

Zorloni, Alessia. Art Wealth Management: Managing Private Art Collections. Springer, 2017.

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30

Brost, Heike, Martin Faust, and Wolfgang J. Reittinger. Private Banking und Wealth Management: Strategien und Erfolgsfaktoren. Springer Gabler, 2018.

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31

Curtis, Gregory. Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors. Wiley & Sons, Incorporated, John, 2012.

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32

Curtis, Gregory. Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors. Wiley & Sons, Incorporated, John, 2012.

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33

Curtis, Gregory. Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors. Wiley & Sons, Incorporated, John, 2012.

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34

Lamm, R. McFall, Richard C. Grinold, Alexander M. Ineichen, et al. Integrating Hedge Funds into a Private Wealth Strategy. AIMR (CFA Institute), 2004.

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35

Limited, Essvale Corporation. Business Knowledge for IT in Private Wealth Management (Bizle Professional). Essvale Corporation Limited, 2008.

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36

N, Chorafas Dimitris. Wealth Management: Private Banking, Investment Decisions, and Structured Financial Products. Butterworth-Heinemann, 2005.

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37

Global Private Banking and Wealth Management: The New Realities (The Wiley Finance Series). Wiley, 2006.

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38

Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition. McGraw-Hill Education, 2015.

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39

Fry, David. Create Your Own ETF Hedge Fund: A Do-It-Yourself ETF Strategy for Private Wealth Management. Wiley & Sons, Incorporated, John, 2011.

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40

Fry, David. Create Your Own ETF Hedge Fund: A Do-It-Yourself ETF Strategy for Private Wealth Management. Wiley & Sons, Incorporated, John, 2009.

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41

Hens, Thorsten, and Kremena Bachmann. Behavioural Finance for Private Banking. Wiley & Sons, Limited, John, 2011.

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42

Create Your Own ETF Hedge Fund: A Do-It-Yourself ETF Strategy for Private Wealth Management (Wiley Finance). Wiley, 2008.

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43

Li-Huang, Rebecca. The Psychology of High Net Worth Individuals. Oxford University Press, 2017. http://dx.doi.org/10.1093/acprof:oso/9780190269999.003.0010.

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This chapter takes an economic view of the investment behavior of high net worth individuals (HNWIs), including: the psychological aspects of private wealth and the practice of wealth management, the current trends affecting the players and markets, and empirical findings on wealth creation and distribution that have fueled policy debates. As the chapter shows, wealth concentrations and scarcity of skills have attributed to institutional advantages for HNWIs and the highly skilled, including higher returns on physical and human capital investments. Besides achieving financial returns, HNWIs wa
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44

Charles, Proctor. Part F Cross-Border Issues, 41 The Banker–Customer Contract in Private International Law. Oxford University Press, 2015. http://dx.doi.org/10.1093/law/9780199685585.003.0041.

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This chapter revisits the banker–customer relationship. The contractual nature of the relationship considered in Chapter 15 assumed that the bank was established in England and that its customer was also resident in the same country. However, that analysis is by no means of universal. Multinational companies, for instance, may need to have bank accounts in a number of different countries; wealthy individuals may opt to maintain accounts with banks in more advanced jurisdictions to gain access to portfolio management or other services. Banks may promote their services to overseas customers and
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45

Jiménez, Catalina, Julen Requejo, Miguel Foces, Masato Okumura, Marco Stampini, and Ana Castillo. Silver Economy: A Mapping of Actors and Trends in Latin America and the Caribbean. Inter-American Development Bank, 2021. http://dx.doi.org/10.18235/0003237.

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Latin America and the Caribbean, unlike other regions, is still quite young demographically: people over age 60 make up around 11% of the total population. However, the region is expected to experience the fastest rate of population aging in the world over the coming decades. This projected growth of the elderly population raises challenges related to pensions, health, and long-term care. At the same time, it opens up numerous business opportunities in different sectorshousing, tourism, care, and transportation, for examplethat could generate millions of new jobs. These opportunities are terme
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