Relevant bibliographies by topics / Wealth management

Contents

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

Academic literature on the topic 'Wealth management'

Author: Grafiati
Published: 4 June 2021
Last updated: 25 July 2025

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Journal articles on the topic "Wealth management"

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Pietrzyk, Leslie. "Wealth Management." Ploughshares 44, no. 4 (2018): 89–101. http://dx.doi.org/10.1353/plo.2018.0124.

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Zhou, Tianying. "Development Strategy of Wealthy Customers in Chinese Commercial Banks." European Scientific Journal, ESJ 12, no. 25 (2016): 145. http://dx.doi.org/10.19044/esj.2016.v12n25p145.

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Wealth management business is an old and young business. In terms of wealth management, it begins from the social class when wealth allocation becomes divided. Wealth management in modern sense originated in Napoleon Era in France. Napoleon gave his wealth to bankers of Switzerland to manage, which opened a precedent for wealth management. As far as Chinese commercial banks are concerned, wealth management business provides services to help wealthy customers realize the value of their assets. This paper reviews current situations of wealth management business in Chinese commercial banks and in
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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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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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Velamuri, Ramakrishna, Yuan Ding, and Jianhua Zhu. "Noah Wealth Management." Emerald Emerging Markets Case Studies 2, no. 8 (2012): 1–22. http://dx.doi.org/10.1108/20450621211312929.

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Subject area Entrepreneurship. Study level/applicability This case is suitable for MBA, EMBA and advanced undergraduate students. Case overview Noah Wealth Management was founded by Ms Wang Jingbo, a lady in her mid 30s with a team of less than 20 members in 2005. Exploiting market opportunities offered by a lack of good wealth management products and services, Noah grew rapidly from one branch office in 2005 to 59 branch offices in 2011, reaching a staff size of 1,031. Noah listed its shares on the New York Stock Exchange in November 2010. In 2011, Noah was ranked No. 38 among the 100 Top Pot
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Dziawgo, Tomasz. "Wealth Tech Impact on Wealth Management Sector." EUROPEAN RESEARCH STUDIES JOURNAL XXIV, Issue 3B (2021): 141–51. http://dx.doi.org/10.35808/ersj/2463.

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PUNJ, DIVYA. "A STUDY ON THE AWARENESS AND KNOWLEDGE ABOUT WEALTH MANAGEMENT IN THE COMMON MAN." Turkish Journal of Computer and Mathematics Education 09, no. 01 (2018): 303–29. http://dx.doi.org/10.36893/tercomat.2018.v09i01.303-329.

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Wealth management services have historically been reserved for the ultra-wealthy who require assistance with managing vast fortunes. Managing wealth is a skill and a science. Knowing the client inside and out is essential. However, the Internet has made financial management accessible to a much larger group of people, and one no longer needs a million dollars to take advantage of these services. A wealth manager's services extend beyond just stock and share management to include advising clients on the best collective funds to engage in. In addition, he can advise the investor on the best asse
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Turin, Sergey Y., Peter Fine, and Neil Fine. "Wealth Management and Retirement." Plastic & Reconstructive Surgery 149, no. 2 (2022): 323e—332e. http://dx.doi.org/10.1097/prs.0000000000008790.

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Саркисянц and A. Sarkisyants. "Wealth Management: Art-banking." Auditor 2, no. 7 (2016): 37–49. http://dx.doi.org/10.12737/20654.

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Th e article is devoted to art-banking, which is understood as the range of services in the financial and consulting
 support of investments in physical assets with high intrinsic value, particularly in the works of art.
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Dr. Shraddha Bhome and Jayshree Rao. "Wealth Creation and Management." International Research Journal on Advanced Engineering and Management (IRJAEM) 3, no. 05 (2025): 2105–7. https://doi.org/10.47392/irjaem.2025.0331.

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Wealth creation and management are the essential components to achieve financial security, financial independence, and generational prosperity. This paper explores the concepts, processes, and strategies that are associated with building and management of the wealth, highlighting both traditional practices and emerging trends. The Key areas emphasis on financial planning, investment strategies, risk management, and the impact of technology in personal finance. The study highlights the requirement of financial literacy and the growing relevance of fintech, behavioral finance along with environm
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Dissertations / Theses on the topic "Wealth management"

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Pascu, Vasile Alin <1991&gt. "Evoluzione del wealth management: i robo advisor." Master's Degree Thesis, Università Ca' Foscari Venezia, 2020. http://hdl.handle.net/10579/16773.

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La crescita di strategie passive nell’asset management, i cambiamenti nelle preferenze dei clienti e l’innovazione tecnologica stanno favorendo la nascita di start-up che si occupano di robo-advisory. L’idea di base del seguente elaborato è quella di indagare se le strategie adottate dai Robo Advisor sono in grado di creare valore per gli investitori comuni e di individuare i possibili sviluppi futuri. Nella prima vengono individuati i principali operatori a livello globale e successivamente viene descritto in modo dettagliato come operano i Robo Advisor. Nella seconda parte invece, vengono an
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Hennig, Jochen. "Kooperative Wertschöpfungsmodelle in der asset management und wealth management Industrie : Implikation /." Bern : Haupt, 2007. http://aleph.unisg.ch/hsgscan/hm00201069.pdf.

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Cummine, Angela. "A citizen's stake in Sovereign Wealth Funds : the management, investment and distribution of sovereign wealth." Thesis, University of Oxford, 2013. https://ora.ox.ac.uk/objects/uuid:5c3b8fa7-768e-445f-b4f1-54297dca9582.

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Over the past five years, Sovereign Wealth Funds (SWFs) have become a prominent phenomenon in contemporary capitalism. Described as government investment vehicles that invest state wealth in financial markets, the majority of the world's 60-plus funds have been established since the year 2000. Despite extensive treatments of SWFs' geopolitical and international significance, ethical and domestic level analyses are sparse. In response, this thesis interrogates three key normative questions raised by the funds for the domestic citizen-state relationship: (1) How (and by whom) should sovereign fu
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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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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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Go, H. G. "Dynamic sampling methods for long term wealth management." Thesis, University of Cambridge, 2007. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.599449.

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In finance dynamic stochastic programming traditionally has been applied to institutional pension fund problems and more recently has become usable for more difficult individual wealth management problems. We develop several models to handle specific wealth management issues. We develop a US investment model with an exact tax basis and a rudimentary tax qualified portfolio. We show the ability to solve this model with up to 48 stages in 10 asset classes using an exact tax basis by approximating the solution employing information constraints. For fewer stages we show tractability of solving the
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Ellett, Andrew. "Portfolio management toward optimal consumption and terminal wealth." [Bloomington, Ind.] : Indiana University, 2005. http://wwwlib.umi.com/dissertations/fullcit/3162278.

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Leone, Daniel. "Der Wealth Management-Teamleiter im Spannungsfeld von Leadership und Management : Erfolgsfaktoren und Entwicklungsdimensionen /." Bern ; Stuttgart Wien : Haupt, 2005. http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&doc_number=014907760&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA.

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Brusa, Francesca. "Essays on the pricing of financial and human wealth." Thesis, University of Oxford, 2016. https://ora.ox.ac.uk/objects/uuid:e001c2bb-e8f6-4c0a-abef-e3254201ea32.

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This thesis presents three empirical analyses on the systematic risk exposure that global and domestic asset holders face. Each paper investigates a distinct source of macroeconomic risk, but they all stem from the premise that holding human capital and financial assets is risky. This ultimately affects agents' optimal consumption choices. The first paper, The International CAPM Redux, proposes a novel empirical model to price international assets. Building on recent advances in asset pricing research on currency markets, it documents that investors are compensated for bearing exposure to curr
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Rüegger, Severin. "Wealth Management in China Market Entry Strategies of Foreign Entities /." St. Gallen, 2007. http://www.biblio.unisg.ch/org/biblio/edoc.nsf/wwwDisplayIdentifier/03601861001/$FILE/03601861001.pdf.

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Books on the topic "Wealth management"

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Group, Mintel International, ed. Wealth management. Mintel International, 1999.

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Finney, Malcolm James, ed. Wealth Management Planning. John Wiley & Sons, Inc., 2012. http://dx.doi.org/10.1002/9781119206286.

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Daniell, Mark Haynes, and Tom McCullough, eds. Family Wealth Management. John Wiley & Sons Singapore Pte. Ltd., 2013. http://dx.doi.org/10.1002/9781118637807.

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Zorloni, Alessia, ed. Art Wealth Management. Springer International Publishing, 2016. http://dx.doi.org/10.1007/978-3-319-24241-5.

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Gannon, Niall J. Tailored Wealth Management. Springer International Publishing, 2019. http://dx.doi.org/10.1007/978-3-319-99780-3.

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Jennifer, Johnson-Calari, Rietveld Malan, World Bank Treasury, and BlackRock Inc, eds. Sovereign wealth management. Central Banking Publications, 2007.

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Wendt, Karen, and Bernd Villhauer, eds. Sustainable Wealth Management. Springer International Publishing, 2024. http://dx.doi.org/10.1007/978-3-031-55505-3.

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

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Lucas, Stuart E. Wealth. Wharton School Publishing (Paula), 2007.

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Levin, Ross. Implementing the Wealth Management Index. John Wiley & Sons, Inc., 2011. http://dx.doi.org/10.1002/9781118531679.

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Book chapters on the topic "Wealth management"

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Rojeck, Richard P. "Investment Management." In Wealth. Springer International Publishing, 2019. http://dx.doi.org/10.1007/978-3-030-24497-2_7.

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Taulli, Tom. "Wealth Management." In How to Create the Next Facebook. Apress, 2012. http://dx.doi.org/10.1007/978-1-4302-4648-0_15.

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Rojeck, Richard P. "Principles of Portfolio Management." In Wealth. Springer Nature Switzerland, 2024. https://doi.org/10.1007/978-3-031-73054-2_10.

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Lardi, Kamales. "Wealth Management is Dead, Long Live Wealth Management." In The WealthTech Book. John Wiley & Sons, Ltd, 2018. http://dx.doi.org/10.1002/9781119444510.ch52.

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Furnham, Adrian. "Intelligence and Wealth." In Management Intelligence. Palgrave Macmillan UK, 2008. http://dx.doi.org/10.1057/9780230227439_39.

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Helnwein, Harald. "Digitizing Wealth Management." In The WealthTech Book. John Wiley & Sons, Ltd, 2018. http://dx.doi.org/10.1002/9781119444510.ch26.

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Alam, Nafis, Lokesh Gupta, and Bala Shanmugam. "Islamic Wealth Management." In Islamic Finance. Springer International Publishing, 2017. http://dx.doi.org/10.1007/978-3-319-66559-7_12.

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Liu, Zhiyi, and Wenxuan Hou. "Digital Wealth Management." In Digital Finance. Springer Nature Singapore, 2023. http://dx.doi.org/10.1007/978-981-99-7305-7_5.

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Duska, Ronald. "What’s the Wealth in Wealth Management?" In Issues in Business Ethics. Springer International Publishing, 2022. http://dx.doi.org/10.1007/978-3-030-73928-7_27.

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Butterfield, Jody, Sam Bingham, and Allan Savory. "Generating Lasting Wealth." In Holistic Management Handbook. Island Press/Center for Resource Economics, 2019. http://dx.doi.org/10.5822/978-1-61091-977-7_1.

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Conference papers on the topic "Wealth management"

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Bhatlawande, Shripad, Swati Shilaskar, Medha Wyawahare, Samruddhi Chavan, and Vikrant Deshmukh. "Personalized Wealth Management Website." In 2024 5th International Conference on Image Processing and Capsule Networks (ICIPCN). IEEE, 2024. http://dx.doi.org/10.1109/icipcn63822.2024.00140.

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Das, Sanjiv R., Daniel Ostrov, Sukrit Mittal, Anand Radhakrishnan, Deep Ratna Srivastav, and Hungjen Wang. "Reinforcement learning for Multiple Goals in Goals-Based Wealth Management." In 2024 Artificial Intelligence for Business (AIxB). IEEE, 2024. https://doi.org/10.1109/aixb62249.2024.00007.

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Alawi Salman, Asrar Shubber, Sumathi Kumaraswamy, Maryam Khalifa Alkubaisi, and Shrikant Krupasindhu Panigrahi. "Investigating Relationship Between Working Capital Management and Shareholder's Wealth: Evidence from USA." In 2024 International Conference on Sustainable Islamic Business and Finance (SIBF). IEEE, 2024. https://doi.org/10.1109/sibf63788.2024.10883869.

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Liao, Yanxia, Yuedi Gou, Zibo Liu, and Jie Zhang. "Analysis and Design of Financial Wealth Management Platform Based on Cloud Edge Collaboration." In 2024 3rd International Conference on Artificial Intelligence, Internet of Things and Cloud Computing Technology (AIoTC). IEEE, 2024. http://dx.doi.org/10.1109/aiotc63215.2024.10748328.

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Trimber, Kenneth A., and Kirk Wissmar. "Designing a Maintenance Painting Management Program." In Paint and Coatings Expo (PACE) 2005. SSPC, 2005. https://doi.org/10.5006/s2005-00057.

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Abstract Computerized maintenance painting management programs are used to inventory painted items, maintain historical coating data, optimize the scheduling of painting activities, and develop budget estimates for the work. While the sophisticated programs are quite effective, their true benefit is not realized unless someone takes ownership of the program, updates the data every few years, and uses the wealth of planning information that is available. As an alternative, this paper discusses the development of a spreadsheet to assist in managing immediate painting needs, based on some of the
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Adewumi, A. A., I. K. Adewumi, and V. F. Olaleye. "Livestock wastes: fish-wealth solution." In WATER RESOURCES MANAGEMENT 2011. WIT Press, 2011. http://dx.doi.org/10.2495/wrm110711.

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Yuan-zhen, Peng. "Santiago's Spiritual Wealth." In 2014 2nd International Conference on Advances in Social Science, Humanities, and Management. Atlantis Press, 2014. http://dx.doi.org/10.2991/asshm-14.2014.114.

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BERNS, Dylan, Peihsien SUN, and Adrian V. GHEORGHE. "MODELING WEALTH DISTRIBUTION IN A SOCIETY." In International Conference of Management and Industrial Engineering. Editura Niculescu, 2023. http://dx.doi.org/10.56177/11icmie2023.41.

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The interconnectedness of social mood, changing dynamics, income inequality, and wealth distribution underscores the complexity of understanding and addressing these issues. This complexity inspires researchers to develop models and conduct further research to gain insights into the mechanisms driving income inequality and wealth distribution. By studying these phenomena more comprehensively, one can aim to develop strategies and policies that promote a more equitable distribution of wealth and opportunities, thereby fostering social stability and economic prosperity. In the present paper, the
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XIANG, Yi, Zhixi LI, Tsz-Ho LEE, et al. "Smart Wealth Management System for Robo-Advisory." In 2019 IEEE Conference on Computational Intelligence for Financial Engineering & Economics (CIFEr). IEEE, 2019. http://dx.doi.org/10.1109/cifer.2019.8759063.

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Ma, Ben-jiang, and Yun-fang Jiang. "Impact of corporate wealth on corporate financing —Corporate wealth is entrepreneurial ability' signal." In 2011 International Conference on Management Science and Industrial Engineering (MSIE). IEEE, 2011. http://dx.doi.org/10.1109/msie.2011.5707685.

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Reports on the topic "Wealth management"

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Best, James, and Keshav Dogra. Capital Management and Wealth Inequality. Federal Reserve Bank of New York, 2023. http://dx.doi.org/10.59576/sr.1072.

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Wealthier individuals have stronger incentives to seek higher returns. We investigate the effect that this has on long-run wealth inequality. Incorporating capital management into a standard Ramsey-Cass-Koopmans model generates substantial long-run inequality: the majority of the population works and holds no capital, while a small minority holds a large amount of capital and manages it full time. Counterintuitively, financial innovations or policies that reduce return differentials increase long-run wealth inequality. Egalitarian steady states may exist but are inefficient and unstable: a sma
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Li, Richard. LegalOne Blue Ribbon 2024 (China): Highly recommended 15 for private wealth management. LegalOne Global Limited, 2025. https://doi.org/10.62436/a-1740103254779.

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The Blue Ribbon award aims to recognise lawyers who have achieved outstanding success in the key, prominent and emerging areas of the local legal services market over the past year. The scope of this award focuses on the distinct characteristics of the legal services sectors across jurisdictions, and is dynamically adjusted and updated every year to reflect the latest trends in the local legal market. The evaluation and results for each category will be conducted and announced on a monthly basis based on submissions by legal experts. Our evaluation process is a thorough assessment, which incor
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Walsh, Alex. The Contentious Politics of Tunisia’s Natural Resource Management and the Prospects of the Renewable Energy Transition. Institute of Development Studies (IDS), 2021. http://dx.doi.org/10.19088/k4d.2021.048.

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For many decades in Tunisia, there has been a robust link between natural resource management and contentious national and local politics. These disputes manifest in the form of protests, sit-ins, the disruption of production and distribution and legal suits on the one hand, and corporate and government response using coercive and concessionary measures on the other. Residents of resource-rich areas and their allies protest the inequitable distribution of their local natural wealth and the degradation of their health, land, water, soil and air. They contest a dynamic that tends to bring greate
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Khorsheed, Najmadeen. The Necessity of Collaborative Federalism for Oil and Gas Management in Iraq. IFF, 2017. http://dx.doi.org/10.51363/unifr.diff.2017.18.

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The distribution of power and wealth is a contentious issue of federalism in Iraq. It has caused major conflicts between the federal government and the Kurdistan Regional Government (KRG), especially over the management of oil and gas. This paper aims to clarify the nature of those disputes and their possible solution through Elazar’s theory of collaborative federalism. After presenting the principal elements of collaborative federalism, it provides eight rationales for adopting collaborative approach in Iraq. The rationales are mainly examined in the context of managing oil and gas between th
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L., Petheram, Campbell B.M., Marunda C.T., Tiveau D., and Shackleton S. The wealth of the dry forests: can sound forest management contribute to the millennium development goals in Sub-Saharan Africa? Center for International Forestry Research (CIFOR), 2006. http://dx.doi.org/10.17528/cifor/002165.

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Russell, Clifford S. Economic Instruments for Water Management in Latin America and the Caribbean: Issue Briefing. Inter-American Development Bank, 2003. http://dx.doi.org/10.18235/0010536.

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The central issue of the II Meeting of the Environment Network of the Regional Policy Dialogue, held on February 25 and 26, 2003, is "the application of economic instruments in water and solid waste management" . This Meeting has, on the water side, been informed by descriptions and analyses of a variety of approaches, including examples from a number of European countries (Kraemer, et al.), a longer study of the French water management system (Feres, et al.), and two Latin American country case studies, Brazil (Seroa da Motta and Feres) and Mexico (Saade Hazin and Saade Hazin). Each study pro
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Giordano, Meredith, Charlotte de Fraiture, Elizabeth Weight, and Julie van der Bliek. Water for wealth and food security: supporting farmer-driven investments in agricultural water management. Synthesis report of the AgWater Solutions Project. International Water Management Institute (IWMI)., 2012. http://dx.doi.org/10.5337/2012.207.

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Heckman, Stuart. Understanding insurance decisions: A review of risk management decision making, risk literacy, and racial/ethnic differences. Center for Insurance Policy and Research, 2024. http://dx.doi.org/10.52227/26712.2024.

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The racial/ethnic wealth gap is a stunning feature of U.S. household finances. Although the causes of the gap are complex, it is important that researchers investigate disparities between racial/ethnic groups in household financial management areas. We posit that first understanding insurance decisions as a critical component of overall household financial management is an important avenue for further understanding factors that may perpetuate or reduce the racial wealth gap. Moreover, risk management, including the purchase and use of insurance products, is a key yet challenging area for house
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Gallien, Max, Umair Javed, and Vanessa van den Boogaard. Zakat Payments in Pakistan Exceed State Social Protection. Institute of Development Studies, 2025. https://doi.org/10.19088/ictd.2025.018.

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Every year, hundreds of millions of Muslims across the world pay a proportion of their wealth as zakat, one of the five pillars of Islam mandating an annual payment of a proportion of an individual’s productive wealth, broadly representing 2.5 per cent. Consequently, zakat represents a significant part of how redistribution and social protection works in practice. And yet there have been almost no empirically robust estimates of its quantum and effect. Since 2021, a partnership between the ICTD and the Lahore University of Management Sciences has enabled more systematic accounts of how zakat i
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Del Valle, Emiliano Diaz, Chaning Jang, and Steve Wendel. Behavioral Systems: Combining behavioral science and systems analysis. Busara, 2024. http://dx.doi.org/10.62372/fmjl3064.

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Many challenges the world faces arise from broken behavioral systems: systems with multiple levels of interacting actors in which people make the best choices they can given their limitations. However, by doing so, they generate outcomes that no one actually wants. In these systems, people are embedded in a context that shapes their behavior. Their actions then shape both how the system behaves and the very set of choices that the individuals within it face, often in non-obvious ways. Once we start looking, it is not hard to find these broken behavioral systems: they arise in everything from f
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