RT Journal Article
SR Electronic
T1 Perspectives from the Literature of Private Wealth Management
JF The Journal of Wealth Management
FD Institutional Investor Journals
SP 8
OP 40
DO 10.3905/jwm.2011.14.1.008
VO 14
IS 1
A1 William W. Jennings
A1 Stephen M. Horan
A1 William Reichenstein
A1 Jean L.P. Brunel
YR 2011
UL https://pm-research.com/content/14/1/8.abstract
AB Private wealth management is the investment management specialization focused on high-net-worth individuals and families. Portfolio design and investment solutions in private wealth management are customized to reflect the complexities of the investor’s unique circumstances. This literature review reflects the current best thinking on private wealth management.TOPICS: Wealth management, portfolio construction