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Dissertations / Theses on the topic 'Wealth management'

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

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1

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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3

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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4

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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5

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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8

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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11

Traff, Jason D. "The future of the wealth management industry : evolution or revolution?" Thesis, Massachusetts Institute of Technology, 2016. http://hdl.handle.net/1721.1/104548.

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Thesis: M.B.A., Massachusetts Institute of Technology, Sloan School of Management, 2016.<br>Cataloged from PDF version of thesis.<br>Includes bibliographical references (pages 72-77).<br>Like many service-oriented industries before it, the wealth management industry is facing changing demographics, regulations, and technologies. This thesis examines the major trends impacting the industry, namely regulations and technology, to see where the industry is headed.<br>by Jason D. Traff.<br>M.B.A.
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12

Lai, Ji-Hong, and 賴季宏. "Wealth management factor model." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/9wa4q4.

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碩士<br>國立中山大學<br>財務管理學系研究所<br>97<br>The research aims to combine various quantity models to set up a working platform that can apply to the wealth management business, including the analysis of product’s return, reflection of investors'' idiosyncrasy and construction of investment portfolio, building a succession of procedure hope to become the standard of the work. Regarding constructing the model, the style analysis, Black-Litterman Model and risk budget three quantitative method were adopted for three major pillars of wealth management factor model to disassemble the return of funds, allocat
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Lee, Ta-chung, and 李大中. "Wealth management in security Industry." Thesis, 2008. http://ndltd.ncl.edu.tw/handle/09604426204872123374.

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碩士<br>逢甲大學<br>經營管理碩士在職專班<br>96<br>This research expected to find that the securities how to stride into the wealth management business. It based on the materialization research-orientation and basic analytic hypothesis taken form SWOT system. The results are there’re three main factors for the securities stride into the wealth management︰the customer relations﹐the talented person specialized knowledge and law open﹒Finally, we tried to make some suggestions about the law limitations for the securities and the government.
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14

Hsu, Hsin-Fegn, and 許鑫峰. "Case and Thought of Wealth Management." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/35590265906087648212.

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碩士<br>崑山科技大學<br>企業管理研究所<br>102<br>This study is to explore the process of "Financial Thoughts in Modern"by the way of "Teaching Cases". Deeply explore the correct financial concepts and"all in one step" financial planning methods. Collecting and classifying the information ofcases for explaining the concepts of financial planning above. The main purpose of this teaching case is to analyze the procedurefromcognition and practice of financial planning. This study divides into two sections. First, the main context of case study. Second, the discussions and conclusions of case study. This paper c
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Liu, Chien-Tzu, and 劉千資. "The Case Study of Wealth Management." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/95442291807180469565.

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碩士<br>崑山科技大學<br>企業管理研究所<br>102<br>This study uses interview to understand the client’s family status, physical health status, insurance status, individual deposits and the present value of housing. First, we prepare case’s balance sheet and comprehensive income statement. Second, we accord the main goal in life of the case, using wealth management software which involving compounding theory to measure the current financial status of the case and simulate the client's funding gap. Third, we apply questionnaire survey method to understand the client's attributes of investment and risk aversion,
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Lien, Shu-Lan, and 連淑蘭. "Wealth-management Behavior among Elderly Consumers." Thesis, 2007. http://ndltd.ncl.edu.tw/handle/43483635269121876726.

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碩士<br>臺灣大學<br>經濟學研究所<br>96<br>The main purpose of this study is to investigate the wealth-management behavior of the elderly people in Taiwan. Through a quantitative survey of 171 samples for the elderly consumers of the bank A in 2007, we have got the following findings: 1.People with “negative” personality characteristics do not prefer to depend on word-of mouth information to make investment decision. 2.Risk-bearing attitude and life style are the key variables to affect elder consumers’ familiarity with financial products/services, sources of professional information, word-of-mouth informa
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Liu, Mei-Chih, and 劉美智. "A Study on Deciding Personal Wealth Management ：Evidence from the Wealth Management Customers of Banks in Taiwan." Thesis, 2010. http://ndltd.ncl.edu.tw/handle/35020661300804323468.

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碩士<br>國立中正大學<br>高階主管碩士在職專班<br>98<br>Wealth management shall be a well devised financing plan using varied, yet practical investment tool, under the control on the sound basis, to achieve one’s ultimate goal. In general, the spectra of the goals are diversified depending on one’s situation, ranging from the ambitious asset investment to the educational program for children, the retirement arrangement, wealth accumulation, property devise etc; all of which considering risk management. In a word, all plan and action should be evaluated on the basis of one’s tenability in financing status, risk
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LEE, CHIA-JUNG, and 李佳蓉. "A Study on the Customized and Differentiated Wealth Management Services Influencing the Satisfaction of Wealth Management VIPs." Thesis, 2018. http://ndltd.ncl.edu.tw/handle/p29udx.

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碩士<br>世新大學<br>資訊管理學研究所(含碩專班)<br>107<br>The purpose of this study was to explore the customized services, differentiated services, introduced by wealth management VIP clients, and customer satisfaction status of wealth management services, and to explore their relationship and influence. For the purposes of this study, this study adopted a questionnaire survey method and used bank wealth management customers as research objects. A total of 500 questionnaires were sent out, 471 were recovered, and the effective questionnaire recovery rate was 94.2%. The analysis method includes descriptive stati
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Lo, Chun Ping, and 羅君萍. "The New Profiting Models on Wealth management." Thesis, 2016. http://ndltd.ncl.edu.tw/handle/27147694917910132495.

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陳建達. "Exploration of Wealth Management in Taiwan’s Banks." Thesis, 2004. http://ndltd.ncl.edu.tw/handle/87947650445727561537.

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碩士<br>大葉大學<br>事業經營研究所<br>92<br>ABSTRACT Exploration of Wealth Management in Taiwan’s Banks：It is very difficult for the masses to chase excess profits from deposit saving since the interest rate has been cut more than ten times for past four years. That means the official declaration of the coming of “Era of Low Margin”, so to speak personal “Era of Wealth Management Profit” as well. It brings a great change in the financial environment, for instance, the interest spread between conventional deposits and loans failed to meet the satisfactory outcome for the banks. In addition, more
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Chang, Mei-Hua, and 張美華. "ANP Applied to Service Quality Wealth Management." Thesis, 2010. http://ndltd.ncl.edu.tw/handle/74887865922184435902.

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碩士<br>國立東華大學<br>高階經營管理碩士在職專班<br>98<br>The wealth management has always been the most important part for banking businesses. However, with more and more severe competition, the service quality has become a critical factor for success. Therefore, a growing number of researches now focus on the service quality assessment for wealth management business. In present, there is not only a lack of objective method to assess but also has less discussion on the influence by different roles. For theses reasons, this study aims to construct a more objective model and integrate the opinions from the cus
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CHAO, AI-LIN, and 趙艾玲. "Ecurities Wealth Management Facebook Page Keyword Analysis." Thesis, 2016. http://ndltd.ncl.edu.tw/handle/00096932598508226446.

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碩士<br>世新大學<br>財務金融學研究所(含碩專班)<br>104<br>This study analyzes articles and comments among netizens from 16 financial planning/wealth management focused fan pages to explore critical interactions between these fan pages and their members via research methodologies such as Text Mining. Starting from the attributes of fan pages, we found that even with overlapping participants, there is very low similarity among prevailing key words across 4 major types of fan pages according to Chi-square Test analyses. In addition, there is a significant linear correlation between types of articles published on
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Lin, Yi-Wen, and 林奕彣. "The research of wealth management sale system." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/09738610856525541223.

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碩士<br>淡江大學<br>保險學系保險經營碩士在職專班<br>97<br>The disputes of sales of personal wealth sometime to be heard; even personal wealth management has growth booming recently in Taiwan. The man reason which leads to disputes due to the system of wealth management is designed toward sales volume. The consequences are the bank to make profit but the trust of customers to the bank is lower from time to time. This consequence has become serious negative impact of future wealth management industry. This thesis is try to find a key factor which will help for positive development of wealth management. By over
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SHIH, MEI-WEI, and 施美微. "Wealth Management Planning: Case Study of DINK." Thesis, 2019. http://ndltd.ncl.edu.tw/handle/5h6j7t.

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碩士<br>崑山科技大學<br>企業管理研究所<br>107<br>The word " DINK " has appeared in Taiwan society for some time. In recent years, there has been an upward trend in the DINK population under the fertile issue. This study uses case interviews to understand the family financial status of the client and use Keys Wealth Management Software to prepare the case’s family balance sheet and annual income and expenditure statement. After communicate with the client through the interview to prioritize the financial goals and protection goals of the life expection, consider the time value of money, and use the Keys wealt
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Tung, Yu-sheng, and 董裕生. "The Relationships among Wealth Management perception,customer satisfaction,customer loyalty and customer Relationships Management performance~The Case of S Bank Wealth Management." Thesis, 2010. http://ndltd.ncl.edu.tw/handle/54838134647184984761.

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碩士<br>立德大學<br>國際企業管理研究所<br>98<br>With the global subprime crisis stirred up a huge financial crisis, 98 years of recession and national emergency, according to real needs of shrinking global economic growth rate was revised downwards. Although the world&apos;s major economies for joint rate cuts, governments and central banks massive liquidity injection, start all kinds of fiscal and monetary measures to stimulate the economy, as well as China, India and other developing countries, sustained economic growth momentum, the first half of the market is a significant lack of confidence However, the
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SHIAU-SHING, CHEN, and 陳効新. "A Study on the Key Factors of Wealth Management –The Case of Wealth Management Competition for College Students in 2013." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/9g9q9u.

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碩士<br>崑山科技大學<br>企業管理研究所<br>102<br>The main purpose of this study was to understand the association between " financial literacy", "wealth management goal setting "," core competencies of wealth management "and" the difference between practice and theory in wealth management " . We collect 546 questionnaires in " 2013 National College Wealth Management competition ". Regression analysis empirical results show that "financial literacy " has significantly positive effect on "wealth management goal setting", "core competencies of wealth management "and" the difference between practice and theory i
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Huang, Chen-Yuang, and 黃振遠. "A Study of Discussing Key Elements of Wealth Management Process and Learning Performance- College Student Wealth Management Competition in 2014." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/ncx5ht.

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碩士<br>崑山科技大學<br>企業管理研究所<br>102<br>ABSTRACT The purpose of this study is to understand that whether "the specialization of advisors" can affect Taiwan college students’ "financial literacy", "wealth management goal setting "," wealth management core competencies "," the difference between wealth management practice and theory" and "learning performance"? Secondly, this study want to test the relationships among " the specialization of advisors" ,"financial literacy", "wealth management goal setting "," wealth management core competencies ", "the difference between wealth management practice an
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Pei-Yun, Chung, and 鍾佩芸. "Data mining in classification of customer value in wealth management - empirical results from a wealth management issuing bank in Taipei." Thesis, 2015. http://ndltd.ncl.edu.tw/handle/hf25za.

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碩士<br>輔仁大學<br>企業管理學系管理學碩士在職專班<br>103<br>Wealth management with characteristics of low risk and high profits has become the mainstream product of banking industry in Taiwan after the financial market was hard hit due to huge losses of credit card and cash card business. The purpose of this study is to investigate the feasibility of classifying customers into event customers and transaction records using three commonly adopted data mining techniques, namely, discriminate analysis, artificial neural networks and decision tree. In order to demonstrate the effectiveness of the three proposed approa
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林冠廷. "The Sales and Customer Relationship Management Research of Wealth Management Business." Thesis, 2015. http://ndltd.ncl.edu.tw/handle/9kbvya.

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Lin, Tsai Chi, and 蔡季霖. "The Wealth Management Business Evaluation and Analysis by Customer Relationship Management." Thesis, 2006. http://ndltd.ncl.edu.tw/handle/38751463772314962663.

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碩士<br>國立臺北大學<br>國際財務金融碩士在職專班<br>94<br>In the last few years, Taiwan face local economic environment growth slowly and loss risk control management in financial banking market problem. Add on more the local financial market in Taiwan had existed over competition for a long time, the most local banks suffered huge loss of bad loan in the last decade, About the foreign banks in Taiwan only suffer little impact for huge loan and in coverable business debit, because major business focus on personal consumer loan and personal financial investment. That’s why local bank adjusted banking sales manager
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Lin, Kuan-Liang, and 林冠良. "Wealth Management Case Study - Bank Insurance Agents Views." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/jpmr85.

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碩士<br>崑山科技大學<br>企業管理研究所<br>102<br>This case study focusesonintroducingbank insurance agent.Bankfinancialplanner executes financial planning for banker’s customers. Through a case interview, we carry on wealth management planning. First, we should really knowthefamily background of case family, how to set financial goals (short-term, medium and long-term goals), collection data and analysis of assessment and diagnosis, planning proposals and implementation plans, at last, track results and follow-up services. Financial planning of Bank financial planner for bank customers should be follow up "
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Chang, Chen-Pin, and 張振斌. "Enhance Elderly Wealth Management Based on Reverse Mortgage." Thesis, 2014. http://ndltd.ncl.edu.tw/handle/psutkw.

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碩士<br>國立高雄應用科技大學<br>金融資訊研究所<br>102<br>The problem of population aging and low birth rate in Taiwan has exerted huge financial pressure on the nation, If the elderly spend their saving, they cannot maintain a subsistence level of life, thus, the Reverse Mortgage (Aging at Home) has been implemented in the US and Japan for many years, Through a Home Equity Conversion Mortgage annuity, upon the concept of "installment payments, once repaid", the value of the home can be used on healthcare, family livelihood, house repairs, domestic tourism, and expenditures to solve the dilemma of cash shortage,
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Chin-TsungChen and 陳慶宗. "Banking Wealth Management Strategy after the Financial Tsunami." Thesis, 2010. http://ndltd.ncl.edu.tw/handle/60812392952790428038.

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碩士<br>國立成功大學<br>高階管理碩士在職專班<br>98<br>In 2008, the world faced a rare financial crisis. Many foreign banks closed as a result, causing a huge impact on liquidity of derivative commercial products and enhancing risk of default. A large number of investors in Taiwan, inevitably, suffered enormous financial losses in this crisis. Moreover, many investors have cast doubts on banks and bank-borne financial products since then. And many disputes/distrust arise between investors/customers and banks. Since 2000, Wealth Management has burgeoned and become a crucial sector to the growth of bank busin
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Hsu, Chien Hui, and 徐千惠. "The Investment Tools vs. Inflation for Wealth Management." Thesis, 2007. http://ndltd.ncl.edu.tw/handle/96853057760820635586.

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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>The core idea behind the wealth management market is to help retail investors create asset allocations that do not decline in value and that maintain wealth, thereby allowing the planning of asset allocations that are worry free during retirement. It is also an investment instrument to counter inflation of commodity prices. This paper studies several diversified investment instruments, including academic and actual financial tools that can be used to counter inflation. The more effective financial instruments to deal with inflation and deflation will be deri
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Yang, Lih-Fen, and 楊麗芬. "Development of Wealth Management Banking InnovativeChannels in China." Thesis, 2006. http://ndltd.ncl.edu.tw/handle/48719528952689051440.

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碩士<br>國立臺灣大學<br>商學研究所<br>94<br>Wealth Management Banking is the mainstream and future growth engine in Asia Pacific Consumer Banking market. As we have foreseen huge opportunities, there are challenging competition ahead. What is the Blue Sea Strategy? The thesis is to review Taiwan Wealth Management Banking industry and its channel development and to analyze its successful and failure critical factors. We have studied the major innovative channel models in many European and Asian countries. Based on all the facts, we in Taiwan have developed a successful alternative distribution channel mode
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Vale, Rita Silva do. "Wealth management in Africa: the cape verde opportunity." Master's thesis, 2015. http://hdl.handle.net/10362/15354.

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This work project consists of a comprehensive study of the possibility of opening a Wealth Management (WM) firm located in Cape Verde (CV), and was made at the request of NovoBanco’s Research Sectorial team. WM is a growing industry that consists in the set of financial services provided to wealthy clients. After taking into account the expected industry growth of the Sub-Saharan region, the preferences of the African wealthy, the current industry structure, and the advantages and disadvantages of locating a WM business in CV, it is concluded that a business opportunity exists. The reasons for
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Hung, Yu-Hui, and 洪于惠. "The application of the trust in wealth management." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/86894975208428382714.

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Yang, Huei-An, and 楊惠安. "The Foreign Currency Asset Allocation in Wealth Management." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/28021720074697063657.

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碩士<br>國立交通大學<br>管理學院碩士在職專班財務金融組<br>97<br>In a world of global village, international investment has become a trend. In Taiwan, we can invest in stocks of the United States, policies of the United Kingdom and currency deposits of the South African. NT dollar is no longer the only currency in asset allocation of wealth management. Holding foreign currency assets not only preserve the value of assets, but also diversify the investment plans and increase the value of wealth. Wealth management can be divided into inshore and offshore aspects. Inshore wealth management provides clients of domestic p
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Chi, Liu Chun, and 劉俊奇. "A Case Study of Wealth Management Business Strategy." Thesis, 2007. http://ndltd.ncl.edu.tw/handle/84135027285822721702.

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碩士<br>輔仁大學<br>金融研究所<br>95<br>Taiwan’s market of wealth management has unlimited potential. A report by Mckinsey&Company in the 2006 indicated Taiwanese kept on accumulating their fortune. Four years ago among the population of 23,000,000, 500,000 people had their wealth worth 3,000,000. By the end of this year, the number of wealthy persons would be 740,000, and will grow to a million by the year of 2010. At that time, the scale of wealth management will expand itself to a NTD 100 billion business. Also shown in Merry Lynch （2006）, globally there are 88,600,000 people with their asset worth a
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Yeh, Hsueh-ping, and 葉雪萍. "A Case Study of Wealth Management Value Creation." Thesis, 2011. http://ndltd.ncl.edu.tw/handle/79800441582311820767.

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碩士<br>國立臺灣科技大學<br>財務金融研究所<br>99<br>Had been seen as the high threshold of wealth management assets, standards, after the huge impact the financial crisis, the State Bank, foreign banks have lowered the threshold are to attract high net worth customers withdrawn from circulation; foreign banks to expand wealth management customers, will also be Branch set up a base for locking the essence of the metropolitan area locations. Taiwan&apos;s government cut the inheritance tax, coupled with progress in cross-strait relations, so that large number of assets, nearly a year increase in repatriation of
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Chu, Mu-Hui, and 朱木輝. "Wealth Management Business in the Life Insurance Industry." Thesis, 2012. http://ndltd.ncl.edu.tw/handle/11603199686413803072.

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碩士<br>國立中央大學<br>財務金融學系碩士在職專班<br>100<br>Although the life insurance industry can offer wealth management services, according to the regulation, the life insurance companies can only sell life insurance products and domestic funds which do not meet the needs of high net worth customers, no matter the qualification of the wealth management is obtained or not. Therefore, the wealth management business in the life insurance industry is still not effectively expanded. 　　The definition of wealth management business in this study is providing wealth protection, wealth accumulation, and wealth transfer
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Royden-Turner, Stuart Jack. "Asset allocation in wealth management using stochastic models." Diss., 2016. http://hdl.handle.net/10500/22129.

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Modern financial asset pricing theory is a broad, and at times, complex field. The literature review in this study covers many of the asset pricing techniques including factor models, random walk models, correlation models, Bayesian methods, autoregressive models, moment-matching models, stochastic jumps and mean reversion models. An important topic in finance is portfolio opti-misation with respect to risk and reward such as the mean variance optimisation introduced by Markowitz (1952). This study covers optimisation techniques such as single period mean variance optimisation, optimisation w
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Yang, Chao-Sheng, and 楊朝盛. "The Impact of FinTech on Banking Wealth Management." Thesis, 2018. http://ndltd.ncl.edu.tw/handle/hmxq2p.

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碩士<br>國立臺灣科技大學<br>財務金融研究所<br>106<br>FinTech is a fiery word in recent years, it is an abbreviation of Fin （financial）and Tech （technology）. When the traditional financial industry encounters a technological industry that are full of innovative breakthroughs, people are wondering that what kind of sparks will they create worldwide? A lot of people in those two industries are interested in follow-up developments while the traditional financial industry is also actively responding and preparing. Traditional bank is no longer a place people go regularly, but something they do on a daily basis. The
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Lee, Ming-Tsang, and 李明倉. "Cross-industry financial wealth management behavior of consumers." Thesis, 2010. http://ndltd.ncl.edu.tw/handle/5t98da.

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碩士<br>臺中技術學院<br>事業經營研究所<br>98<br>Abstract Banking industry in the past been the main source of profit comes from deposits and lending interest differential. However, recent bank deposit and loan interest reduction makes the difference can no longer rely on commercial banks to obtain operating profit at high interest differential benefits. And then shift the focus will be consumer financial interest to seek another high interest bad business receipts. Thus contribute to the management of cross-industry financial wealth was born. Cross-industry financial wealth management business in such a cont
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LEE, YI-CHE, and 李宜哲. "Comparative Dynamic analysis of Bank Wealth Management Performance." Thesis, 2019. http://ndltd.ncl.edu.tw/handle/654rw6.

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碩士<br>世新大學<br>財務金融學研究所(含碩專班)<br>107<br>In recent years, the world's rich and poor inequality has become more serious, and the Asia-Pacific region is the main region for the growth of wealth of high-asset customers around the world. In addition to the traditional stock market and real estate, high-asset customers also deposit deposits in wealth management products. Compared with the rapid growth of Regal's assets, Taiwan's affluent growth momentum has slowed down due to the aging of the population structure. The aging society and the meager profit period and the investment mentality are increas
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TSAI, WAN-JU, and 蔡婉如. "The Bottleneck and Restructuring of the Wealth Management Industry for Banks: A Study on the Feasibility of Petty Wealth Management Mode." Thesis, 2013. http://ndltd.ncl.edu.tw/handle/23557503936694637557.

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碩士<br>佛光大學<br>管理學系<br>101<br>Banks provide wealth management, which is a combination of financial ser-vices, to customers with a high net worth, preserving or increasing the value of assets and designing customized asset allocation plans. Theoretically, Taiwan is a market with high growth potential for the wealth management industry; however, the industry that began over 10 years ago now faces a bottleneck. Therefore, we must consider methods for stimulating the industry renovation by using consumer-oriented services or new products developed using the “Blue Ocean Strategy”. Numerous studies h
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Kuo-Ming, Tseng, and 曾國銘. "A Case Study on Compliance Risk Management-focus on Wealth Management Business." Thesis, 2016. http://ndltd.ncl.edu.tw/handle/e936ez.

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碩士<br>國立臺灣科技大學<br>財務金融研究所<br>105<br>The Compliance Risk Management is one of the risk management mechanisms. It is a part of the internal control system and related to legal affairs and operational risk management. However, due to its special attribute, the Compliance Risk Management has developed some unique content and methodologies. The regulations for bank’s compliance officer system are only on principle base. Hence, it is interesting to understand the practical problems of compliance management such as organization design, control items, work flows and methods. After 2008 financial crisi
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Lo, Kua-Chiung, and 羅絓瓊. "The Determinant Factors of Wealth Management Businesses for Taiwan Securities Firms - What can We Learn from Taiwan Banks' Wealth Management Business development." Thesis, 2006. http://ndltd.ncl.edu.tw/handle/11854501389617492153.

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碩士<br>國立中正大學<br>企業管理所<br>94<br>Wealth Management has been a very popular business in financial industry for years in western countries. Due to the liberalization and globalization of Taiwan’s financial sector, wealth management also becomes critical for Taiwan’s financial institutions since year 2000. After Financial Supervisory Commission of Executive Yuan in Taiwan gradually passed the necessary laws and regulations of wealth management for banks, security firms, and insurance companies in recent years, it has been a new era for Taiwan’s financial institutions in developing wealth management
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陳靜恕. "Research wealth management business strategy-Taking S bank case." Thesis, 2016. http://ndltd.ncl.edu.tw/handle/62462655499482238668.

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Chang, Hui-Li, and 張秀麗. "The Influence of Wealth Management Profit on Banking Industry." Thesis, 2008. http://ndltd.ncl.edu.tw/handle/qhtrs7.

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碩士<br>銘傳大學<br>國際企業學系碩士在職專班<br>96<br>VISA and MASTERCARD, the global largest number of the international credit cards organization, agree that the entire Taiwan at least has the nearly 20 thousand latent customers, the yearly income surpasses above two million New Taiwan dollars. The Default of Credit Card destroyed the Taiwan''s banking industry in 2006. The Taiwan''s banking industry must change their management strategy as soon as possible. The purpose of this study was investigated the influence of wealth management profit on banking industry. Collate the data base from September 2002 t
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