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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

Fishers of rich men

Hayward, Chloe - In: Euromoney 39 (2008) 467, pp. 126-129

Persistent link: https://www.econbiz.de/10003663065

Which Swiss gnomes attract money? : efficiency and reputation as performance drivers of wealth management banks

Birchler, Urs W.; Hegglin, René; Reichenecker, Michael R. - 2016

Wealth management constitutes an important aspect of today's banking world, but very little is known about what explains the differences among banks in their ability to attract new assets under management. Using a unique panel database of Swiss private banks, we test the hypothesis that the...

Persistent link: https://www.econbiz.de/10011516046

A new approach to goals-based wealth management

Das, Sanjiv R.; Ostrov, Daniel; Radhakrishnan, Anand; … - In: Journal of investment management : JOIM 16 (2018) 3, pp. 4-30

Persistent link: https://www.econbiz.de/10011923021

Digital strategy for wealth managers : the path to innovation

Lupato, Giulia - In: Journal of digital banking 2 (2017/2018) 3, pp. 232-248

Persistent link: https://www.econbiz.de/10011878241

Modeling psychology in Islamic wealth management

Ahmed Hamed Al-Abbadi; Abdullah, Adam - In: International journal of economics and finance 9 (2017) 10, pp. 64-85

Persistent link: https://www.econbiz.de/10011763379

How to accelerate your customer-focused digital wealth management strategy

Schramme, Peter - In: Journal of digital banking 1 (2016/2017) 2, pp. 177-183

Persistent link: https://www.econbiz.de/10011638800

Wealth management advice in the digital age

Thompson, Kendra - In: Journal of securities operations & custody 10 (2017/2018) 1, pp. 6-11

Persistent link: https://www.econbiz.de/10011855576

Sustainable Wealth Management : Directing Capital Towards Sustainability

Wendt, Karen (ed.); Villhauer, Bernd (ed.) - 2024

1. Impact investing is not ESG -- Towards a universal framework for impact investing -- 2. Future Capital: The Importance of Wealth Management for Sustainable Finance -- 3. The Future Wealth of Nations -- 4. Environmental information disclosure quality, institutional pressure, and the cost of...

Persistent link: https://www.econbiz.de/10015065696

Wealth management : is it an academic discipline and should wealth managers care?

Hearl, Joseph M. - In: The journal of wealth management : JWM 25 (2022) 3, pp. 172-187

Persistent link: https://www.econbiz.de/10014232511