We introduce a novel framework for goals-based wealth management (GBWM), where risk is understood as the probability of investors not attaining their goals, not just the standard deviation of investors' portfolios. Our framework is based on a foundation of developments in behavioral economics...

The Wealth Management (WM) industry is in transformation and yet, unlike institutional investors, there is no dedicated investment model to guide through this transformation. The prevailing classical, institutional asset allocation model (C-AA), increasingly endorsed by the WM industry, is more...

Cover; Contents; Preface; Private banking; Private banking defined; Introduction; Private banking clients; Organizational challenges in private banking; Security and secrecy requirements; A private banking roadmap; Household debt and private banking; The ownership society's recycling pattern; Synergy...

This book presents China's wealth management market to the public, institutions and research groups. As the money base of Renminbi (RMB or Chinese Yuan) from the central bank increases exponentially in recent years, the overall leverage ratio rises in an alarming rate and the shadow banking...

Analysis of Flow of Bank Wealth Management Fund and Its Mechanism -- Interbank Business and Outsourcing Investment -- Analysis of Fund Flow and Mechanism in Trust Market -- Analysis of Insurance Funds Utilization Channels and Mechanisms -- Analysis of Funds Flow and Mechanism of Securities...

Banken, Versicherungen, Finanzmakler und alle in der Finanzberatung tätigen Personen unterstützen die Privatkundschaft bei der Geldanlage und dem Kapitalaufbau. Das Buch bietet eine aktualisierte, korrigierte und inhaltlich bewährte Einführung in die Vermögensverwaltung. Die drei Teile...