The journal of wealth management · 2011 · 23 citations · 106 references
BusinessFinanceFinancial ManagementInvestment ManagementPortfolio AssessmentPortfolio ManagementAsset AllocationFamily Wealth ManagementInvestmentPortfolio Company GovernancePortfolio ConstructionValue Creation StrategiesAsset PortfoliosHigh-net-worth IndividualsInvestment Management SystemsPortfolio Company ValuationSystematic Literature ReviewUltra-high-net-worth IndividualsWealth Management FirmsWealth Management Operations
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. <b>TOPICS:</b>Wealth management, portfolio construction
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Prospect Theory: An Analysis of Decision under Risk
Daniel Kahneman, Amos Tversky · Econometrica · 1979 · 47K citations
Are Investors Reluctant to Realize Their Losses?
Terrance Odean · The Journal of Finance · 1998 · 3.8K citations