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Global Investment Performance Standards GIPS : ein Wettbewerbsvorteil für den Private Banking Sektor in Liechtenstein

Spalt, Tobias - 2007

Persistent link: https://www.econbiz.de/10003591393

Vertrauenskrise - Wealth Manager, was nun? : was die besten Privatbanken ihren Kunden jetzt raten ; mit Experten-Tipps zur Abgeltungssteuer 2009

Schirmacher, Albrecht F. (ed.) - 2008 - 1. Aufl.

Persistent link: https://www.econbiz.de/10003738565

Prospects and challenges for Islamic investment and wealth management in Mauritius

Sairally, Beebee Salma; Najmul Hussein Rassool - In: Wealth Management and Investment in Islamic Settings : …, (pp. 227-248). 2022

Persistent link: https://www.econbiz.de/10013443749

AI Technology in Wealth Management : Leveraging Technology to Transform Financial Strategies

Mirghaemi, Mahnoosh; Wendt, Karen - 2024

-- Introduction to Wealth Management. -- Defining Wealth Management. -- Importance in Modern Financial Landscape. -- Traditional Wealth Management Practices. -- Emergence of AI in Wealth Management. -- How AI is Transforming Wealth Management. -- Data Analytics and Predictive Modeling. --...

Persistent link: https://www.econbiz.de/10015100725

Die Vermögensverwaltung deutscher Kreditinstitute im Privatkundengeschäft

Brunner, Guido F. - 1987

Persistent link: https://www.econbiz.de/10012700008

Anlageinstrumente : Finanzanlagen, Immobilieninvestments, Beteiligungen, Versicherungen

Schlütz, Johannes; Springer, Christian; Seipel, Alexander - 2008

Persistent link: https://www.econbiz.de/10003603560

Asset allocation in private wealth management : theory versus practice

Schröder, David - In: The journal of asset management 14 (2013) 3, pp. 162-181

Persistent link: https://www.econbiz.de/10010207138

Does financial market development explain (or at least predict) the demand for wealth management and private banking services in developing markets? : working paper

Michael, Bryane; Hartwell, Christopher A.; Ho, Gary - 2013

How should wealth managers and private bankers find and serve the wealthy - particularly in developing countries? Several banks and consulting firms provide market sizing estimates for the number of high net worth and ultra-high net worth individuals. However, it is still an open question...

Persistent link: https://www.econbiz.de/10010514214

In search of a sweet spot for wealth management digitisation : human versus technology, provider versus customer perspective

Golba, Bartosz - In: Journal of digital banking 2 (2017/2018) 3, pp. 214-222

Persistent link: https://www.econbiz.de/10011878230

"One size fits all" in private banking : implications for the wealth and asset management industry

Bolognesi, Enrica; Cervellati, Enrico Maria; Grassetti, Luca - In: International journal of managerial and financial … 16 (2024) 2, pp. 196-228

Persistent link: https://www.econbiz.de/10015065970