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Private Wealth Management

Dianna C. Preece

in Portfolio Theory and Management

Published in print:
2013
Published Online:
May 2013
ISBN:
9780199829699
eISBN:
9780199979790
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199829699.003.0006
Subject:
Economics and Finance, Financial Economics

Private wealth management is a specialized field focused on investment management for high-net-worth individuals and families. The process is complex and must be customized to the individual. ... More


Comparing Strategies for Retirement Wealth Management: Mutual Funds and Annuities

Gaobo Pang

in Retirement Income: Risks and Strategies

Published in print:
2011
Published Online:
August 2013
ISBN:
9780262016933
eISBN:
9780262301596
Item type:
chapter
Publisher:
The MIT Press
DOI:
10.7551/mitpress/9780262016933.003.0005
Subject:
Economics and Finance, Public and Welfare

This chapter compares wealth management strategies for individuals in retirement, focusing on trade-offs regarding wealth creation and income security. Specifically, it compares the following six ... More


The Psychology of High Net Worth Individuals

Rebecca Li-Huang

in Financial Behavior: Players, Services, Products, and Markets

Published in print:
2017
Published Online:
May 2017
ISBN:
9780190269999
eISBN:
9780190270025
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780190269999.003.0010
Subject:
Economics and Finance, Financial Economics

This chapter takes an economic view of the investment behavior of high net worth individuals (HNWIs), including: the psychological aspects of private wealth and the practice of wealth management, the ... More


The Economics of Sovereign Wealth Funds

Rolando Ossowski and Håvard Halland

in National Wealth: What is Missing, Why it Matters

Published in print:
2017
Published Online:
October 2017
ISBN:
9780198803720
eISBN:
9780191844119
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198803720.003.0018
Subject:
Economics and Finance, International, Development, Growth, and Environmental

Many countries have set up sovereign wealth funds (SWFs) as vehicles for public saving and wealth management. The majority are in resource-exporting countries; frequently stated objectives are ... More


Managing Commodity Price Volatility

Marie Brière

in Sovereign Wealth Funds and Long-Term Investing

Published in print:
2011
Published Online:
November 2015
ISBN:
9780231158633
eISBN:
9780231530286
Item type:
chapter
Publisher:
Columbia University Press
DOI:
10.7312/columbia/9780231158633.003.0050
Subject:
Economics and Finance, Financial Economics

Commodity price volatility continues to be one of the major risks faced by developing countries. The question is how a sovereign wealth fund (SWF) can help reduce that risk by defining an efficient ... More


Art and Collectibles for Wealth Management

Peter J. May

in Financial Behavior: Players, Services, Products, and Markets

Published in print:
2017
Published Online:
May 2017
ISBN:
9780190269999
eISBN:
9780190270025
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780190269999.003.0023
Subject:
Economics and Finance, Financial Economics

This chapter examines different psychological biases pertinent to collecting art and other items, which are part of every client’s world to some degree. Wealth management has a tradition of ... More


Singapore

Christopher M. Bruner

in Re-Imagining Offshore Finance: Market-Dominant Small Jurisdictions in a Globalizing Financial World

Published in print:
2017
Published Online:
December 2016
ISBN:
9780190466879
eISBN:
9780190466909
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780190466879.003.0006
Subject:
Law, Company and Commercial Law, Comparative Law

This chapter examines Singapore, a sovereign “city-state” in Southeast Asia that has undergone a remarkable economic transformation since attaining sovereignty in the mid-1960s. Though small and ... More


Conversation Stoppers: Constructing Consumer Attitudes to Risk in UK Wealth Management

Zsuzsanna Vargha

in Riskwork: Essays on the Organizational Life of Risk Management

Published in print:
2016
Published Online:
October 2016
ISBN:
9780198753223
eISBN:
9780191814877
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780198753223.003.0009
Subject:
Business and Management, Strategy

Financial regulation in the UK requires that firms assess their customers’ Attitude to Risk (ATR) to offer suitable advice. This chapter shows, however, that ATR is not a pre-existing property of the ... More


Wealth Management

Jonathon W. Moses and Bjørn Letnes

in Managing Resource Abundance and Wealth: The Norwegian Experience

Published in print:
2017
Published Online:
June 2017
ISBN:
9780198787174
eISBN:
9780191829260
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198787174.003.0007
Subject:
Economics and Finance, Macro- and Monetary Economics

This chapter deals with another aspect of wealth management: the utility of petroleum investment funds (or sovereign wealth funds) to protect the domestic economy from Dutch Disease and the ... More


Conclusion and Implications

Ryan Saylor

in State Building in Boom Times: Commodities and Coalitions in Latin America and Africa

Published in print:
2014
Published Online:
May 2014
ISBN:
9780199364954
eISBN:
9780199364978
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199364954.003.0009
Subject:
Political Science, Comparative Politics

This chapter reviews how commodity booms and coalitional politics produced marked state building divergence among six Latin American and African countries. Coalitional politics determined whether ... More


Decline and Renaissance, 1931–2015

Youssef Cassis and Philip L. Cottrell

in Private Banking in Europe: Rise, Retreat, and Resurgence

Published in print:
2015
Published Online:
September 2015
ISBN:
9780198735755
eISBN:
9780191799723
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780198735755.003.0008
Subject:
Business and Management, Finance, Accounting, and Banking, Business History

The book’s final chapter considers the accelerated decline of private banks from the 1930s. Private country banks were (nearly) wiped out by the Great Depression, with no revival in the post-war ... More


Private Banking in Europe: Rise, Retreat, and Resurgence

Youssef Cassis and Philip L. Cottrell

Published in print:
2015
Published Online:
September 2015
ISBN:
9780198735755
eISBN:
9780191799723
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780198735755.001.0001
Subject:
Business and Management, Finance, Accounting, and Banking, Business History

This book analyses the experiences of European private bankers from the early modern period to the early twenty-first century. Private bankers have been defined as owner-managers of their bank, ... More


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