Relevant bibliographies by topics / Private Wealth Management / Dissertations / Theses
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Dissertations / Theses on the topic 'Private Wealth Management'

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

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1

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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2

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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3

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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4

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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5

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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6

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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7

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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8

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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9

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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10

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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11

Janků, Zuzana. "Komparace privátního bankovnictví v České republice a Lichtenštejnsku." Master's thesis, Vysoká škola ekonomická v Praze, 2012. http://www.nusl.cz/ntk/nusl-116216.

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Abstract The thesis deals with the priváte banking in the Czech Republic and in Liechtenstein. The goal is to analyze concrete services that the client can expect in both of these countries. Large topic in this thesis is the lombard credit, which is quite a typical product in western countries but not that known among Czech investors. As well as the thesis describes all the mechanisms around it.
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12

Rebattet, Philippe. "Le conseil fiscal notarial en gestion de fortune : planification successorale et structuration patrimoniale." Thesis, Lyon, 2018. http://www.theses.fr/2018LYSES014/document.

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Le notaire a une fonction essentielle pour conseiller les familles dans la gestion de leur patrimoine. Il intervient directement ou indirectement en matière d'optimisation fiscale. Pour les riches et les ultra-riches, son rôle peut être déterminant dans la construction des schémas d'optimisations fiscales. La plus-value du conseil notarial réside dans la vision à la fois juridique et fiscale. Son intervention s'étend également dans les dossiers internationaux. L'expertise du notaire français en droit international privé et en fiscalité international du patrimoine permet d'accompagner les proje
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13

Lin, Hsiao-Chi, and 林曉琪. "Studies on the Profitability Contributed by Customers for Private Wealth Management." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/90795945936841248798.

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碩士<br>國立東華大學<br>國際企業學系<br>97<br>The paper aims to analyze how high asset customers affect the wealth management customer profitability contribution based on the data collected from the case financial institution's wealth management customers. The paper builds the model of evaluating the high asset customer profitability contribution in order to provide the reference for the financial institution in making marketing strategies for wealth management and allocating marketing resources, and to provide different marketing strategies for the customers of different profitability contribution so that
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14

Wang, Szu-Han, and 王思涵. "Wealth Management and Private Banking--- What Can Taiwan Learn from Swiss Banking Industry." Thesis, 2008. http://ndltd.ncl.edu.tw/handle/70446143703581286777.

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15

Chang, Chia-Kun, and 張嘉坤. "A Study of Wealth Management Business in Taiwan Banking Industry–From Private Banking’s View." Thesis, 2012. http://ndltd.ncl.edu.tw/handle/45042665017528118093.

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碩士<br>國立交通大學<br>管理學院財務金融學程<br>100<br>Through this paper, a comprehensive review of the existing literature had been conducted and summarized the origin of wealth management industry development, in addition, describing the core profile of industry offering wealth management services by using the content, concepts, features of wealth management business combining with the service scope of wealth management products providers. Meanwhile, this paper also surveyed the current status of wealth distribution in the world's major regions and Taiwan area ,and tried to reveal the necessity and potential
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16

Chiu, Yu-Wen, and 邱郁雯. "Under Alternative Minimum Tax－Wealth Management and Tax Savings Services for VIP Customers of Private Banking." Thesis, 2007. http://ndltd.ncl.edu.tw/handle/14406777630147398843.

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碩士<br>淡江大學<br>財務金融學系碩士在職專班<br>95<br>Individual income tax and asset allocation are increasingly diversified as the local economic develops. In addition, the Ministry of Finance plans to change the current tax system from “jus sanguinis”, where tax is levied on income derived from sources in the Republic of China, to “jus soli”, where tax is levied on income generated by citizens of the Republic of China. Therefore, how to decrease tax expenses will be one of the most important considerations when managing asset portfolio for high net worth individuals (HNWIs). This research elaborates the dif
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17

Xie, Wen-Qi, and 謝雯琦. "The wealth management of Chinese family: the analysis of the transformation of private business of Minsheng Bank." Thesis, 2015. http://ndltd.ncl.edu.tw/handle/a3r3vt.

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碩士<br>國立臺灣大學<br>臺大-復旦EMBA境外專班<br>104<br>Since the reform and opening up, China&apos;&apos;s wealthy frist generation seized the material shortage of China and the market&apos;&apos;s historical opportunity to make their career. But now they face the challenges and difficulties of family business management and inheritance.The management need of the wealth of the family enterprise gradually cause the attention of domestic financial institutions.The global private banking already has a history of hundreds of years. From the development trend of domestic banks, private banking has become one of t
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18

Lin, Chia-Yu, and 林家伃. "Business Development in Private Banking:A Comparison of UBS Hong Kong and UBS Taiwan and the Trend of Wealth Management." Thesis, 2016. http://ndltd.ncl.edu.tw/handle/44220178242532391725.

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碩士<br>淡江大學<br>國際行銷碩士在職專班<br>104<br>Abstract UBS AG, the first bank providing private banking services in Switzerland, has continuously acquired other banks since its establishment in 1854. UBS AG private banking, and nowadays, all big banks with a wealth management division can be attributed to UBS Switzerland. Undoubtedly, UBS AG represents confidentiality; safeness and trustworthiness, the high-net-worth client always prefer USB AG’s wealth management services. However, after the financial crisis in 2008 and the more and more straitening banks’ regulations since 2009, can UBS AG’s private
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19

Lee, Yueh-En, and 李岳恩. "Research on credit risk management of wealth creation policy in public-private partnership -A case study of Youth Entrepreneurship Loan policy." Thesis, 2018. http://ndltd.ncl.edu.tw/handle/322phm.

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碩士<br>環球科技大學<br>公共事務管理研究所<br>106<br>The purpose of this research is digging into the allocation and the management of financing credit risk responsibility in the public-private collaborative wealth creation policy. The study analyzes the following three aspects. First, a variety of the public-private collaborative loan policies of entrepreneur projects. Second, sharing and management mechanism of financing credit risk responsibility and whether they can reduce the credit loan risk in banking to promote their cooperation in the loan policy. Last, measures of the loan policy and whether they mee
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20

Mon-Tin, Chao, and 趙夢婷. "A study of the recruiting and training plan to financial consultant of private bank base on current wealth management market of Taiwan." Thesis, 2008. http://ndltd.ncl.edu.tw/handle/35359198385554824020.

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碩士<br>輔仁大學<br>管理學院經營管理碩士學程<br>96<br>Due to the continuing increase of the number of high net wealth individual, wealth management has been the most popular area within financial industry since 1990. In Taiwan, the finacial management comitee approved the license of wealth management business in 2005. Since then wealth management has been an area where every finacial institution want to take part in. However, compaire to the decades of experience which the private banker in Europe and America owns, financial consultant in Taiwan knows relative few about this new emerging service. Th
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21

Domingues, Jorge Alexandre Rodrigues. "Definição de carteiras de investimento para investidores particulares de património elevado." Master's thesis, 2010. http://hdl.handle.net/10071/4275.

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A presente tese pretende definir uma Proposta de metodologia de investimento para aconselhamento patrimonial a investidores de património elevado, estabelecendo um modelo que permite a definição de carteiras óptimas e uma metodologia para caracterização do Perfil do investidor em termos de risco e preferências de investimento. O trabalho de investigação foi estruturado tendo emconta 3 objectivos. Primeiro, estabelecer um modelo que permita definircarteiras óptimas do ponto de vista da maximização da Utilidade de um investidor de Património elevado, assumindo-se como restrição um
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22

Chao-Wen, Cheng, and 鄭詔文. "The Impacts of the Key Account Management、Behavior-based Evaluation and Training on the Relationship Quality and Organizational Performance：A Case Study of Private Wealth Managment in Taiwan''s Banking industry." Thesis, 2005. http://ndltd.ncl.edu.tw/handle/34007512391726940788.

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碩士<br>淡江大學<br>國際貿易學系碩士在職專班<br>93<br>Under the pressure of the competitive business field, an enterprise must invest its resources on the key accounts that contribute most of revenue to this business. This research will discuss the key factors of Key Account Management (KAM) to success. Therefore, this research uses the second-order confirmation factor analysis of SEM model to builds up a specific measurement index for KAM. Besides, this research develops a model of factors that affect the key accounts’ relationship quality and organizational performance from the viewpoints of the organization.
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23

Van, der Westhuizen Rolandi. "The value of governance structures in private family organisations." Diss., 2018. http://hdl.handle.net/10500/23900.

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Although private family organisations are prevalent role players in both the South African and international economies, limited research has been performed with regard to them. In terms of regulatory requirements, South African private organisations are neither legally required to comply with corporate governance principles, nor are they required to make their financial data available to the general public. Lack of available data, and limited available research, have resulted in an absence of clarity with regard to whether governance structures in private family organisations add any value to
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