Concepedia

Behavioral Wealth Management

Behavioral Wealth Management is a systematic framework within family wealth management that integrates psychological principles and behavioral finance theories to identify, analyze, and mitigate cognitive biases and emotional influences affecting financial decision-making of affluent individuals and families.

13

Publications

390

Citations

30

Authors

18

Institutions

Publications per year

2017–2026

5

Parents

Publications

13

Goals-Based Investing

Daniel Nevins · ˜The œjournal of wealth management · 2004 · 94 citations

, , +16

Modern Portfolio Theory and Behavioral Finance

Gregory Curtis · ˜The œjournal of wealth management · 2004 · 59 citations

, , +16

Pompian, M. (2006): Behavioral Finance and Wealth Management – How to Build Optimal Portfolios That Account for Investor Biases

Alexander Ising · Financial markets and portfolio management · 2007 · 37 citations

, , +17

Towards a behavioral theory of MNC response to political risk and uncertainty: The role of CEO wealth at risk

Mirko H. Benischke, Orhun Guldiken, Jonathan P. Doh et al. · Journal of World Business · 2021 · 37 citations · Full text

, , +17

Impact of Demographics and Perceptions of Investors on Investment Avenues

Ganga Bhavani, Khyati Shetty Dutta · Accounting and Finance Research · 2017 · 29 citations · Full text

, , +13

1–5 of 13

Authors

30

  1. JS
    Jo Silvester

    City, University of London, United Kingdom

    1 publications · 12 citations

    1

    h-index

  2. YB
    Ylva Baeckström

    City, University of London, United Kingdom

    1 publications · 12 citations

    1

    h-index

  3. TH
    Thorsten Hens

    University of Zurich, Switzerland

    1 publications · 22 citations

    1

    h-index

  4. RW
    R Wang

    Huazhong University of Science and Technology, China

    1 publications · 25 citations

    1

    h-index

  5. SP
    Steve P. Fraser

    United States Air Force Academy, United States

    1 publications · 10 citations

    1

    h-index

1–5 of 30

Institutions

18

  1. Science Exchange (United States)

    Palo Alto, United States

    1 h-index

    1 publications

    16 citations

  2. City, University of London

    London, United Kingdom

    1 h-index

    1 publications

    12 citations

  3. University of Exeter

    Exeter, United Kingdom

    1 h-index

    1 publications

    12 citations

  4. Charles Sturt University

    Bathurst, Australia

    1 h-index

    5 publications

    50 citations

  5. Huazhong University of Science and Technology

    Wuhan, China

    1 h-index

    2 publications

    50 citations

  6. TIAS School for Business and Society

    Tilburg, Netherlands

    1 h-index

    2 publications

    24 citations

  7. Villanova University

    Radnor, United States

    1 h-index

    1 publications

    37 citations

  8. Santa Clara University

    Santa Clara, United States

    1 h-index

    2 publications

    54 citations

1–8 of 18

Venues

  1. ˜The œjournal of wealth management

    3 publications · 163 citations

    3

    h-index

  2. Family Business Review

    FBR · 1 publications · 16 citations

    1

    h-index

  3. Zurich Open Repository and Archive (University of Zurich)

    Repository · 1 publications · 22 citations

    1

    h-index

  4. European Journal of Finance

    1 publications · 12 citations

    1

    h-index

  5. Journal of World Business

    JWB · 1 publications · 37 citations

    1

    h-index

1–5