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Journal articles on the topic 'Wealth management'

Author: Grafiati

Published: 4 June 2021

Last updated: 25 July 2025

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1

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

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2

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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3

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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4

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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5

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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6

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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7

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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8

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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9

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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10

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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11

Hajira, Bi Bi, and Renuka Sunil Shahapurkar. "Comparative Analysis of Traditional Wealth Management Services vs. AI-Based Wealth Management Software." INTERANTIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 08, no. 008 (2024): 1–5. http://dx.doi.org/10.55041/ijsrem37400.

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The integration of artificial intelligence (AI) is transforming the wealth management industry. This paper compares traditional wealth management with AI-based solutions to assess their value to customers, focusing on factors like cost, customization, accessibility, performance, and accuracy. Traditional wealth management offers personalized human interaction, expert advice, and tailored financial planning but often comes with higher costs and limited scalability. In contrast, AI-based wealth management uses advanced algorithms and data analytics for scalable, efficient, and cost-effective ser

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12

Fadilla, Fadilla, Ahmad Farhan, and Choiriyah Choiriyah. "Family Financial Management through Islamic Family Wealth Management." Islamic Banking : Jurnal Pemikiran dan Pengembangan Perbankan Syariah 8, no. 2 (2023): 359–74. http://dx.doi.org/10.36908/isbank.v8i2.639.

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During the global financial industry 5.0, it was easier for people to make loans both to banks or make loans online. To meet the needs of their lives, the community also no longer needs to come to the market, it is enough to press one of the applications on their respective mobile phones. The convenience of this technology gives birth to a culture of consumerism in society and people are more easily in debt. The research method used in this research is library research. This study seeks to explain to the community how important it is to control finance with the Islamic Family wealth management

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13

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

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14

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

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15

Bowen, Amanda, Claire Beswick, and Richard Thomson. "Livestock Wealth: crowd farming for wealth creation." Emerald Emerging Markets Case Studies 13, no. 4 (2023): 1–44. http://dx.doi.org/10.1108/eemcs-09-2023-0352.

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Learning outcomes Upon completion of this case study, students should be able to apply lessons learned in core readings, analysis and discussion to a specific case study dealing with a current, real-world situation, specifically: critically assess Livestock Wealth’s case facts and present and justify their point of view – based on attentive reading, critical analysis and engagement – about the company; use a range of strategic tools such as strengths, weaknesses, opportunities and threats analysis, PESTLE analysis and the Ansoff matrix to thoroughly evaluate Livestock Wealth’s internal and ext

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16

Singh, Ishmeet, and Navjot Kaur. "WEALTH MANAGEMENT THROUGH ROBO ADVISORY." International Journal of Research -GRANTHAALAYAH 5, no. 6 (2017): 33–43. http://dx.doi.org/10.29121/granthaalayah.v5.i6.2017.1991.

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Use of artificial intelligence is changing the working styles of human beings in almost every sphere. From Travel, health, education, communication and other related fields, it has now entered wealth management. A number of wealth management firms have adopted the artificial intelligence based services to the clients so that they are able to get investment advice any time as per their convenience. These services are quickly accessible, cheaper, transparent and unbiased. Since the advisory services are being provided by the machines just like robots, they have been called “robo – advisors”.&#x0

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17

McCarthy, Ed. "Wealth Management Technology: What’s Next?" CFA Institute Magazine 26, no. 6 (2015): 28–29. http://dx.doi.org/10.2469/cfm.v26.n6.11.

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18

Wilcox, Jarrod W. "Risk Management for Private Wealth." CFA Institute Conference Proceedings 2005, no. 5 (2005): 41–47. http://dx.doi.org/10.2469/cp.v2005.n5.3515.

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19

Pitts, Chris. "The Future of Wealth Management." CFA Institute Conference Proceedings Quarterly 31, no. 2 (2014): 24–31. http://dx.doi.org/10.2469/cp.v31.n2.9.

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20

Patel, Kunj, and Snehal Shah. "INVESTMENT STRATEGIES AND WEALTH MANAGEMENT." International Journal of Management, Public Policy and Research 1, no. 2 (2022): 68–74. http://dx.doi.org/10.55829/ijmpr.v1i2.49.

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This study is to analyse and understand the investment strategies and preferences of investors, their awareness about products and services provided by the company and how to manage the wealth for their future perspective. The present changing economic environments have forced difficult decision for common people or naïve investor to invest and manage their wealth to overcome the financial crisis in their life. The investment strategy is a plan, which is created to guide an investor to choose the most appropriate investment portfolio that will help them to achieve their financial goals within

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21

Chan, Carlson, and Andrew Chan. "Attitude toward wealth management services." International Journal of Bank Marketing 29, no. 4 (2011): 272–92. http://dx.doi.org/10.1108/02652321111145925.

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22

Macklin, Lawrence J. "Wealth Management Through Dynasty Trusts." Journal of Wealth Management 3, no. 4 (2001): 43–48. http://dx.doi.org/10.3905/jwm.2001.320393.

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23

Cooper, Gilead. "Trusts and Modern Wealth Management." Trusts & Trustees 25, no. 2 (2019): 271–74. http://dx.doi.org/10.1093/tandt/tty186.

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24

Fang, Sungsoon, and Ronald M. Evans. "Wealth management in the gut." Nature 500, no. 7464 (2013): 538–39. http://dx.doi.org/10.1038/500538a.

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25

Phoon, Kokfai, and Francis Koh. "Robo-Advisors and Wealth Management." Journal of Alternative Investments 20, no. 3 (2017): 79–94. http://dx.doi.org/10.3905/jai.2018.20.3.079.

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26

Ishmeet, Singh, and Kaur Navjot. "WEALTH MANAGEMENT THROUGH ROBO ADVISORY." International Journal of Research - Granthaalayah 5, no. 6 (2017): 33–43. https://doi.org/10.5281/zenodo.805873.

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Use of artificial intelligence is changing the working styles of human beings in almost every sphere. From Travel, health, education, communication and other related fields, it has now entered wealth management. A number of wealth management firms have adopted the artificial intelligence based services to the clients so that they are able to get investment advice any time as per their convenience. These services are quickly accessible, cheaper, transparent and unbiased. Since the advisory services are being provided by the machines just like robots, they have been called “robo – advisors”. Thi

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27

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

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28

P, Nagegowda. "Waste Management: Initiatives in India from Waste to Wealth." International Journal of Science and Research (IJSR) 13, no. 1 (2024): 886–89. http://dx.doi.org/10.21275/sr24110111229.

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29

Bastani, Spencer, and Daniel Waldenström. "Taxing the wealthy: the choice between wealth and capital income taxation." Oxford Review of Economic Policy 39, no. 3 (2023): 604–16. http://dx.doi.org/10.1093/oxrep/grad030.

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Abstract This paper analyses the relative merits of wealth and capital income taxes as instruments for taxing the rich. The main rationale for a wealth tax is to address the incompleteness of the tax code in taxing unrealized capital gains, which can be enormous and concentrated among the wealthy. However, by taxing presumed rather than actual returns, a wealth tax fails to address inequality among taxpayers with the same wealth but different capital incomes. In addition, wealth taxation creates liquidity problems that may adversely affect growth firms and start-ups, which is why wealth taxes

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30

Sina, Peter Garlans. "WEALTH MANAGEMENT UNTUK PENSIUN YANG SEJAHTERA." Jurnal Economia 11, no. 2 (2015): 186. http://dx.doi.org/10.21831/economia.v11i2.7829.

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Abstrak: Wealth Management untuk Pensiun yang Sejahtera. Pensiun yang sejahtera menjadi impian semua orang. Oleh sebab itu, untuk mewujudkan pensiun yang sejahtera membutuhkan manajemen kekayaan yang benar. Hasil analisis menemukan bahwa manajemen kekayaan yang benar mampu meningkatkan peluang mengalami pensiun yang sejahtera. Salah satu cara yang dapat diaplikasikan adalah melalui mengelola arus kas dengan benar. Oleh sebab itu, pada bagian akhir diberikan cara yang dapat ditempuh untuk mengelola arus kas dengan benar.Kata kunci: manajemen kekayaan, pensiun, kesejahteraanAbstract: Wealth Mana

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31

Tomic, Ivana, Bojana Jokanovic, and Slavko Ivkovic. "AI in Wealth Management and WealthTech." Social Informatics Journal 3, no. 2 (2024): 30–36. https://doi.org/10.58898/sij.v3i2.30-36.

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The main idea of the paper is researching AI and other technologies for Wealth Management. Implementation of the AI in WealtTech helps in giving the best investment advises. Wealth Management includes retirement planning, inheritance tax, estate planning, and other activities according to investment preferences. WealthTech aims to manage investment funds and assets more efficiently, accessible, and personalized through data-driven insights and smart automation. Besides improving their efficiency, WealthTech aims to automate investment and wealth management services. WealthTech utilizes innovat

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32

Handayani, Sri. "PROSPEK BISNIS WEALTH MANAGEMENT BERBASIS SYARÎ’AH." AL-IHKAM: Jurnal Hukum & Pranata Sosial 3, no. 2 (2019): 217–38. http://dx.doi.org/10.19105/al-lhkam.v3i2.2605.

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At the moment the growth of HNWI (High Net Worth Individual) is significantly developed. HNWI is a group of rich people having no idea in managing the properties. As a matter of course, this becomes a new prospective field on wealth management business for banking. In fact, banks dominate money market mainly in Indonesia. in accordance to this issue, this article tries to portray the following subject matters---the importance wealth management as a service product for banks customers, the factors supporting the wealth management business in Indonesia, the criteria and characteristics of HNWI,

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33

Finke, Michael S., Eric Belasco, and Sandra J. Huston. "Individual Property Risk Management." Journal of Probability and Statistics 2010 (2010): 1–11. http://dx.doi.org/10.1155/2010/805309.

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This paper reviews household property risk management and estimates normatively optimal choice under theoretical assumptions. Although risk retention limits are common in the financial planning industry, estimates of optimal risk retention that include both financial and human wealth far exceed limits commonly recommended. Households appear to frame property losses differently from other wealth losses leading to wealth-reducing, excess risk transfer. Possible theoretical explanations for excess sensitivity to loss are reviewed. Differences between observed and optimal risk management imply a l

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34

Cahyani, Utari Evy, Rizal Ma'ruf Amidy Siregar, and Rodame Monitorir Napitupulu. "ISLAMIC WEALTH MANAGEMENT DURING THE COVID-19 PANDEMIC." At-tijaroh: Jurnal Ilmu Manajemen dan Bisnis Islam 7, no. 1 (2021): 1–14. http://dx.doi.org/10.24952/tijaroh.v7i1.3084.

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The coronavirus disease (COVID-19) pandemic has severe health effects and serious implications for economic. This research is a conceptual article that describes concepts and principles of Islamic wealth management (IWM), Islamic financial planning practice during Covid-19 pandemic, and Islamic social finance for reducing the pandemic effect. There are five stages in IWM that is wealth accumulation, wealth consumption, wealth purification, wealth distribution, and wealth protection. Wealth distribution such as alms, grant, and waqf are important in reducing social and economic impacts due to a

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35

Zhang, Yuhao. "Research on Family Wealth Management in China." Advances in Economics, Management and Political Sciences 150, no. 1 (2025): 162–67. https://doi.org/10.54254/2754-1169/2024.19296.

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This paper is set against the backdrop of China's rapid economic development since the reform and opening-up, conducting an in-depth study on issues related to family wealth management choices in China. By analyzing the evolution of Chinas family wealth management market and the challenges it faces, this paper aims to uncover the shortcomings and limitations within the current wealth management system, offering constructive critiques and recommendations for its future direction. Using literature analysis, the study thoroughly reviews and discusses the historical trajectory of Chinas family wea

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36

Dave, Riddhi, and Preyal Sanghavi. "BEYOND BANKING: INVESTING IN PROSPERITY - THE ROLE OF BANKS IN FINANCIAL PLANNING AND WEALTH MANAGEMENT." International Journal of Management, Economics and Commerce 1, no. 1 (2024): 10–15. http://dx.doi.org/10.62737/jhsdkz40.

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Financial planning and wealth management is becoming crucial and omni present. In this paper the authors have tried to deliberate on rising significance of financial planning and wealth management, impact of covid-19 pandemic on financial planning and wealth management, recent trends in financial planning and wealth management, SWOT Analysis of the financial planning and wealth management industry at Global Level and Indian Level, role of Banks in financial planning and wealth management and rising use of Technology by banks in catering to Financial Planning and Wealth Management, all these wi

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37

O. Ogundajo, Grace, Adekunle Adefisoye, and Appolos N. Nwaobia. "Risk Management and Shareholders’ Wealth Maximization." International Journal of Business, Economics and Management 7, no. 6 (2020): 387–400. http://dx.doi.org/10.18488/journal.62.2020.76.387.400.

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38

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

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39

Bodie, Zvi. "Applying Financial Engineering to Wealth Management." AIMR Conference Proceedings 2003, no. 6 (2003): 3–8. http://dx.doi.org/10.2469/cp.v2003.n6.3331.

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40

Brunel, Jean L. P. "Goals-Based Wealth Management in Practice." CFA Institute Conference Proceedings Quarterly 29, no. 1 (2012): 57–65. http://dx.doi.org/10.2469/cp.v29.n1.7.

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41

Danon, Murat, and Suat Teker. "Wealth management trends in the World." Pressacademia 11, no. 1 (2020): 157–62. http://dx.doi.org/10.17261/pressacademia.2020.1259.

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42

Al-Abbadi, Ahmed Hamed, and Adam Abdullah. "Modeling Psychology in Islamic Wealth Management." International Journal of Economics and Finance 9, no. 10 (2017): 64. http://dx.doi.org/10.5539/ijef.v9n10p64.

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This paper proposes a conceptual framework for modeling psychology in Islamic wealth management. Incorporating psychology into finance would significantly contribute to our understanding of the behavior of individual investors as well as market behavior. Utilizing the findings of behavioral finance and financial therapy, along with industry megatrends, Islamic wealth management could step further in fulfilling its ultimate objective of promoting social welfare. This is can be achieved by exploring and identifying the psychological factors that affect the clients’ decision-making and then behav

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43

Tsuzuki, Akira. "Asset management of local wealth-holders." Keiei Shigaku (Japan Business History Review) 46, no. 1 (2011): 1_56–1_71. http://dx.doi.org/10.5029/bhsj.46.1_56.

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44

Montenegro, Mariana Rosa, and Pedro Henrique Melo Albuquerque. "Wealth management: Modeling the nonlinear dependence." Algorithmic Finance 6, no. 1-2 (2017): 51–65. http://dx.doi.org/10.3233/af-170203.

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45

Gocek, Gregory G. "Goal-Based Wealth Management in Practice." CFA Digest 42, no. 2 (2012): 110–12. http://dx.doi.org/10.2469/dig.v42.n2.25.

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46

Cook, Douglas O., John C. Easterwood, and John D. Martin. "Bondholder Wealth Effects of Management Buyouts." Financial Management 21, no. 1 (1992): 102. http://dx.doi.org/10.2307/3665684.

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47

Padgett, Miles C., and Louisa Wright Sellers. "The “Integration” in Integrated Wealth Management." Journal of Wealth Management 8, no. 3 (2005): 19–25. http://dx.doi.org/10.3905/jwm.2005.598419.

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48

Dubosson, Magali, Emmanuel Fragnière, and Nils S. Tuchschmid. "Wealth Management “Manufacturing”: Delivering More Value?" Journal of Wealth Management 11, no. 4 (2009): 48–59. http://dx.doi.org/10.3905/jwm.2009.11.4.048.

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49

Brunel, Jean L. P. "Goal-Based Wealth Management in Practice." Journal of Wealth Management 14, no. 3 (2011): 17–26. http://dx.doi.org/10.3905/jwm.2011.14.3.017.

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50

Mahajan, Arvind, and Scott Lummer. "SHAREHOLDER WEALTH EFFECTS OF MANAGEMENT CHANGES." Journal of Business Finance & Accounting 20, no. 3 (1993): 393–410. http://dx.doi.org/10.1111/j.1468-5957.1993.tb00263.x.

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