Global ETD Search
Search theses and dissertations gathered from participating repositories worldwide. Every result links back to the library that holds it. No account is needed.
Results
Showing 1 to 8 of 8 for “"Wealth Management"”.
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The future of the wealth management industry : evolution or revolution?
… many service-oriented industries before it, the wealth management industry is facing changing demographics, regulations, and technologies. This thesis examines the major trends impacting the industry, namely regulations and technology, to see where the industry is headed.
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Impact of the Development of Wealth Management on China's Financial Ecology
… of reform and opening up since 1978, and the wealth owned by Chinese residents is getting better and better. Because Deng Xiaoping once put forward the initiative of letting some capable people get rich first, the wealth of some Chinese has increased exponentially. With the increasing wealth …
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Wealth management and divorce: how stress adjustment affects the accumulation, management and distribution of wealth
The dearth of research on short and long-term effects of divorce on financial behaviors warrants further investigation. This study investigates the effects of divorce on precautionary and retirement savings, proportion of assets in risk investments, and bequest intentions. Using data from the Panel …
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Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory
… advisory services for financial investments or wealth management. Currently, in the South African market, financial services firms offer their own robo-advising platforms that only provide automated advice about their own products. This paper investigates the possibility of a roboadvising …
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DECISION FRAMEWORKS AND SYNERGISM IN INVESTMENT MANAGER SELECTION
… of investment managers for institutional and wealth management clients—exercise influence over more than $44 trillion in traditional actively managed investments. However, both the investing public and academic research have limited insight into the qualitative framework these investors use to …
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Financial Globalization, Shadow Banking and Interest Rate Transmission: Evidence from China
… the deposit channel. The scale of shadow banking wealth management products (WMPs) does not significantly impact lending rates. Furthermore, the rise in shadow banking appears to have decreased the pass-through from benchmark policy rates to lending rates after 2013 by providing alternative credit …
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A Pathway to Financial Stability in Retirement? Annuities and Consumers Preferences
In this thesis, we attempt to determine the nature and degree of consumers’ inhibitions to annuitization. We find potential answers under both the rational frame and what appear to be psychologically induced behavioral biases to what would otherwise be an unimpeded valuation of the product, the …
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Legado de riqueza: um ensaio sobre governança familiar e organização patrimonial
Este estudo investiga a longevidade das grandes fortunas familiares e os meios de viabilizar sua transmissão ao longo das gerações. A análise se inicia pelas estruturas históricas — morgados, fideicomissos e fee tails — evidenciando como diferentes famílias, em distintos períodos, protegeram seus …