Perspectives from the Literature of Private Wealth Management

William W. Jennings · Stephen M. Horan · William Reichenstein · Jean L.P. Brunel

24 citations0/0 files storedThe journal of wealth management

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Financial Markets and Investment Strategies Financial Analysis and Corporate Governance Risk and Portfolio Optimization

Abstract

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. TOPICS:Wealth management, portfolio construction

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1979Prospect Theory: An Analysis of Decision under Risk 1988Prospect theory: An analysis of decision under risk 1998Are Investors Reluctant to Realize Their Losses?2005Out of Sight, Out of Mind: The Effects of Expenses on Mutual Fund Flows*2003Beyond greed and fear: understanding behavioral finance and the psychology of investing 2007Portfolio Choice over the Life‐Cycle when the Stock and Labor Markets Are Cointegrated 1977The Journal of Financial Planning 1983Optimal Stock Trading with Personal Taxes: Implications for Prices and the Abnormal January Returns

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