Perspectives from the literature of private wealth management

WW Jennings, SM Horan… - The Journal of …, 2011 - search.proquest.com
Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …

[BOOK][B] Investigating Accountants' and Attorneys' Internet-Based Technology Use, Perceptions, and Attitudes on Client Service Effectiveness

PJ Roland - 2014 - search.proquest.com
Accountants and attorneys have been serving their clients for hundreds of years in a special
fiduciary relationship. The availability and advancement of Internet technology has …

After the Ball

GM Frankfurter - The Journal of Investing, 2005 - pm-research.com
Academics have argued for decades about whether markets are efficient. This has been a
great waste of intellectual resources with no discernible reason other than to funnel research …

Family offices: uma perspectiva da sua institucionalização no Rio Grande do Sul e em Minas Gerais

CO Orth - 2013 - repositorio.jesuita.org.br
Este estudo teve por objetivo identificar a perspectiva de institucionalização das
organizações Family Offices nos Estados do Rio Grande do Sul e de Minas Gerais. A Family …