Research and publications

Reactions To An EDHEC Study On Asset-Liability Management Decisions In Private Wealth Management

With the great economic growth of the past decade, private wealth management has become a very profitable business for banks worldwide. As a result, more and more asset management firms have jumped ...

Author(s) :

Noel Amenc, Felix Goltz, David Schroder

Summary :

With the great economic growth of the past decade, private wealth management has become a very profitable business for banks worldwide. As a result, more and more asset management firms have jumped into the fray and competition has increased steadily. These industry changes have led to renewed attempts to improve client relationships and to develop tools and methods to enhance advisor effectiveness. Catering to the client’s specific needs is thus a central concern of private wealth managers. To take the client objectives into account, investments are frequently adapted to the client’s risk aversion, tax situation, and investment horizon. A revisited version of this paper was published in the Winter 2009 issue of the Journal of Wealth Management.

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Type : EDHEC Publication
Date : 02/10/2008
Keywords :

Private Wealth Management