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 …

Goal-based wealth management in practice

JLP Brunel - The Journal of Wealth Management, 2011 - search.proquest.com
Two important developments have brought goal-based wealth management into greater
focus in the last three years. The financial market meltdown of 2008 has changed the way …

[BOOK][B] The rise and fall (?) of shareholder activism by hedge funds

J Armour, B Cheffins - 2009 - books.google.com
The forthright brand of shareholder activism associated with hedge funds became a major
corporate governance phenomenon in the United States in the 2000s. Financial economists …

Asset Location and Integration: Several Old and New Ideas

BL Paulson - The Journal of Wealth Management, 2009 - search.proquest.com
Noting how difficult it is to making up one's mind when it comes to designing and funding
wealth transfer structures, the author proceeds to identify the numerous pitfalls that must be …

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 …