结果:找到“wealth management”相关内容65个,排序为按回复时间降序,搜索更多相关帖子请点击“高级
Goldman Sachs世界顶级投行面试资料
1 个回复 - 501 次查看 Goldman Sachs Analyst Developer.pdf Goldman Sachs世界顶级投行面试资料 Goldman Sachs Analyst.pdf Goldman Sachs Associate.pdf Goldman Sachs Business Analyst.pdf Goldman Sachs Credit Risk Anal ...2022-7-6 08:39 - Lala-20200 - 现金交易版
【金融教材系列】财富管理入门 Guide to Wealth Management 2E
152 个回复 - 9609 次查看 《金融 时报》倾情打造财富管理入门读物2015年第2版(共545页),降价出售期已过,如果喜欢,就请“加关注”我吧(点击头像下方,http://bbs.pinggu.org/z_guanzhu.php?action=add&fuid=452766)。关注成功后,查看 ...2016-2-15 10:07 - wwqqer - 金融学(理论版)
wealth management Essentials 2
4 个回复 - 3368 次查看 不知道有没有人看这样的书。2016-8-26 11:46 - MaryCSC - 投行专版
Goals-Based Investing: A Visionary Framework for Wealth Management (True PDF)
1 个回复 - 1030 次查看 Goals-Based Investing: A Visionary Framework for Wealth Management (True PDF) English | 2021 | ISBN: ‎ 1264268203 | 241 pages | True PDF | 4.06 MB[/backcolor] [/backcolor] [/backcol ...2022-3-16 19:52 - zhangke0987 - 投资人(实务版)
private banking and wealth management futures 2030 (2021)
0 个回复 - 850 次查看 private banking and wealth management futures 2030 - greater china perspectives (2021)2021-6-23 15:56 - loneshark - 投资人(实务版)
modern asset allocation for wealth management (2020)
0 个回复 - 974 次查看 modern asset allocation for wealth management (2020) (.epub)2020-6-5 08:08 - loneshark - 投资人(实务版)
新财富管理 The new wealth management (英文版)
0 个回复 - 1167 次查看 新财务管理(英文版) The new wealth management2020-5-30 12:45 - louisaee - 新手入门区
Goals-Based Wealth Management, Jean LP Brunel
1 个回复 - 660 次查看 Goals-Based Wealth Management, Jean LP Brunel2019-11-5 22:12 - mingfeiyu - 商学院
Global Private Banking and Wealth Management, David Maude
0 个回复 - 707 次查看 Global Private Banking and Wealth Management, David Maude2019-11-5 22:10 - mingfeiyu - 商学院
Family wealth management, Mark Haynes Daniell, Tom McCullough
0 个回复 - 372 次查看 Family wealth management, Mark Haynes Daniell, Tom McCullough2019-11-5 22:09 - mingfeiyu - 商学院
沃顿Wharton商学院-私人财富管理 Private Wealth Management
18 个回复 - 9334 次查看 Private Wealth Management: The Complete Reference for the Personal Financial Planner By G. Victor Hallman, Jerry Rosenbloom The last 30 years have witnessed stock market booms and busts, e ...2010-7-10 18:00 - Spain1010 - 金融学(理论版)
【学习笔记】求 Private Wealth Management: The Complete Reference for th ...
1 个回复 - 488 次查看 求 Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition 谢谢2019-12-3 13:48 - liquidshile - Forum
【学习笔记】behavioral finance&private wealth management
2 个回复 - 548 次查看 behavioral finance&private wealth management2019-8-12 08:06 - 红色政权8 - Forum
【高清非扫描完整版】新财富管理The New Wealth Management: The Financial Advisors
17 个回复 - 7407 次查看 英文版高清非扫描 :"CFA协会投资系列" ---《新财富管理 The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets》 内容简介: 目前,对投资组合及资产管理 ...2015-11-21 17:03 - nanmo - 金融学(理论版)
【特别推荐】美国私人财富管理:Private Wealth Management
152 个回复 - 14804 次查看 Private Wealth Management: [/backcolor] The Complete Reference for the Personal Financial Planner[/backcolor] [/backcolor] http://www.amazon.com/Private-Wealth-Management-Reference-Financial/dp/007 ...2012-4-15 09:31 - chessming - 金融学(理论版)
The new wealth management
8 个回复 - 2536 次查看 书的全名其实是这个 The new wealth management: the financial advisor's guide to managing and investing client assets 之前经常在论坛下载资料,这是第一次发帖回馈论坛哦,希望可以帮到大家2015-11-6 12:58 - rdjjlt-tina - 金融学(理论版)
tailored wealth management - exploring the cause and effect of financial success
3 个回复 - 849 次查看 tailored wealth management - exploring the cause and effect of financial success (2019)2019-1-8 08:10 - loneshark - 投资人(实务版)
Financial Planning in Australia Advice and Wealth Management
2 个回复 - 1671 次查看 链接:https://pan.baidu.com/s/19HkyTpsHy6F09YMSWu8SiQ 密码:l7ep 打不开的可以联系kevintang19910@gmail.com2018-11-30 22:36 - 1908299886 - 会计与财务管理
【国际政经系列】新国富论 The Public Wealth of Nations: How Management of Public
45 个回复 - 4710 次查看 2015年最新畅销书,被《经济学 人》推介(见[相关阅读]),降价出售3天,想要随时跟踪最新好书,请点击头像下方“加关注”。关注成功后,查看这里即可:三步走把千本好书“一网打尽”!。 瑞典投资银行家邓达德 ...2016-12-22 01:00 - wwqqer - 金融学(理论版)
FinTech and the Transformation of Wealth Management in China
0 个回复 - 662 次查看 【作者(必填)】Malloy, Christopher J., Lauren H. Cohen, and Anthony K. Woo 【文题(必填)】Lufax: FinTech and the Transformation of Wealth Management in China 【年份(必填)】2018 【全文链接或数据库 ...2019-1-5 23:08 - dumeng201066 - 文献求助专区
Taxes and Private Wealth Management in a Global Context
0 个回复 - 683 次查看 课程视频:2018CFA3级R9 开篇 全球视角下的税收及财富管理_腾讯视频 一个投资经理在资产管理上的目标无疑是给客户带来value-added。而实现value-added则基本可以通过两大手段: 1、通过对信息的开发从而利用证券 ...2019-1-4 15:08 - 金多多教育 - CFA、CVA、FRM等金融考证论坛
KPMG PWMA-2018.09-Hong Kong-A leading global wealth management Hub of the future
0 个回复 - 581 次查看 KPMG PWMA-2018.09-Hong Kong-A leading global wealth management Hub of the future2018-12-14 01:39 - everbright2012 - 行业分析报告
KPMG PWMA-2018.09-Hong Kong Private Wealth Management Report 2018
0 个回复 - 899 次查看 KPMG PWMA-2018.09-Hong Kong Private Wealth Management Report 20182018-12-14 01:14 - everbright2012 - 行业分析报告
CFA refresher reading 2017 Level III Private Wealth Management
5 个回复 - 956 次查看 CFA refresher reading 2017 Level III Private Wealth Management 5 files zipped:2017-9-26 21:45 - capm - 世界经济与国际贸易
Behavioral Finance and Wealth Management
7 个回复 - 3269 次查看 Behavioral Finance上老师给的,贴上来赚点零用钱,大家见谅啊~呵呵有点大,不知道可不可以上传撒2011-6-17 09:29 - quinnme - 金融学(理论版)
Masterpieces: Behavioral Finance and Wealth Management
3 个回复 - 1591 次查看 Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases, 2nd Edition Description epub file: 1.63M The book that applies behavioral finance to ...2017-4-13 11:11 - EddieChiu - 金融学(理论版)
CFA refresher reading 2017 Level II Private Wealth Management
2 个回复 - 903 次查看 CFA refresher reading 2017 Level II Private Wealth Management2017-9-25 23:13 - capm - CFA、CVA、FRM等金融考证论坛
CFA书籍 Private Wealth: Wealth Management In Practice
27 个回复 - 5660 次查看 Stephen M. Horan CFA "Private Wealth: Wealth Management In Practice" An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individu ...2009-12-31 23:44 - yyykkk - CFA、CVA、FRM等金融考证论坛
Evolution and Disruption in the Wealth Management Industry
1 个回复 - 1160 次查看 【作者(必填)】Charlotte Beyer 【文题(必填)】Evolution and Disruption in the Wealth Management Industry 【年份(必填)】 Vol. 19, No. 4, Spring 2017: pp. 8-13. 【全文链接或数据库名称(选填)】http ...2017-2-3 05:33 - lopemann - 求助成功区
【Wiley 金融投资,家庭财富管理】 Family Wealth Management : Seven Imperatives fo
14 个回复 - 2572 次查看 Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order Mark Haynes Daniell, Tom McCullough Introducing a fresh perspective on wealth management, with pro ...2016-12-15 11:58 - cmwei333 - 金融学(理论版)
Chinese Banks: Impact of Wealth Management Products
0 个回复 - 708 次查看 【作者(必填)】fitch ratings 【文题(必填)】Chinese Banks: Impact of Wealth Management Products 【年份(必填)】2016 【全文链接或数据库名称(选填)】https://www.fitchratings.com/site/re/8899832016-11-17 15:10 - Mylady - 文献求助专区
Wealth Management Essentials
0 个回复 - 717 次查看 2016-8-26 11:44 - MaryCSC - 投行专版
财富管理 Wealth Management in New Economy
4 个回复 - 3387 次查看 Wealth Management in the New Economy (Investor Strategies for Growing, Protecting and Transferring Wealth) By Norbert M. Mindel, Sarah E. Sleight A practical guide to managing wealth in moder ...2010-7-10 17:45 - Spain1010 - 金融学(理论版)
求The Journal of Wealth Management文献一篇
4 个回复 - 1842 次查看 【作者(必填)】James Chong, and G. Michael Phillips 【文题(必填)】Sector Rotation with Macroeconomic Factors 【年份(必填)】2015 Summer 2015, Vol. 18, No. 1: pp. 54-68 DOI: 10.3905/jwm.2015.18.1.05 ...2016-1-1 22:28 - lee_d_x - 文献求助专区
Vault Career Guide to Private Wealth Management
10 个回复 - 4672 次查看 这是Vault职业规划书系列的关于私人财富管理行业板块。此书介绍了什么是私人财富管理、如何break into私人财富管理行业、常见面试问题。Private Wealth Managment有时候也翻译为Private Banking. 这是全英文版本, ...2014-3-19 05:23 - runarn - 经管类求职与招聘
The Handbook of Personal Wealth Management
5 个回复 - 1836 次查看 The Handbook of Personal Wealth Management: How to Ensure Maximum Investment Returns with SecurityBy Jonathan Reuvid * Publisher: Kogan Page * Number Of Pages: 241 * Publication ...2010-2-5 10:00 - zhaohailei - 金融学(理论版)
求助 The New Wealth Management: The Financial Advisors
2 个回复 - 2289 次查看 那位高人有这本书的PDF啊? 悬赏20个币 The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets2013-9-16 23:21 - fankaifk - CFA、CVA、FRM等金融考证论坛
Global Private 2009 Banking and Wealth Management Survey
2 个回复 - 2034 次查看 PWC Global Private Banking and Wealth Management Survey 20092009-10-26 15:02 - insight888 - 金融学(理论版)
关于私人银行private banking和财富管理wealth management的两本英文书,吐血上传
27 个回复 - 10099 次查看 从各路通过各种复杂的捷径搞到的。其中有一本论坛上开出了50币的杀人价,我在这甩卖了~ Contents Preface xi Part 1:Private banking1 1Private banking defined3 1.1Introduction 3 1.2Private banking cli ...2010-3-14 17:56 - dlwslwh - 金融学(理论版)
Overview: The 7th Annual Wealth Management and Private Banking Asia 2014
0 个回复 - 974 次查看 Overview: The 7th Annual Wealth Management and Private Banking Asia 2014 On 17th -18th December, The 7th Annual Wealth Management and Private Banking Asia 2014 will bring more than 250 industrial l ...2015-2-26 02:24 - yuwenjun720731 - 投资人(实务版)
求 Michael M. Pompian 的Behavioral Finance and Wealth Management 第二版
0 个回复 - 1020 次查看 有没有好心人有Michael M. Pompian 的Behavioral Finance and Wealth Management second edtion 2012年 电子书?2015-1-13 02:27 - free888 - 文献求助专区
Private Wealth Management
1 个回复 - 1253 次查看 财富管理权威书籍2014-12-28 21:52 - haohao781125 - Forum
Systemic Liquidity Risk and Bipolar Markets: Wealth Management in Today's Macro
20 个回复 - 4350 次查看 The dramatic and well chronicled crisis of 2007/8 marked a watershed moment for all stakeholders in global capital markets. In the aftermath, financial markets have become even more tightly coupled as ...2014-7-12 20:50 - 大家开心 - 金融学(理论版)
免费The Stochastic Programming Approach to Asset,Liabiblity, Wealth Management
3 个回复 - 1818 次查看 易盘下载: http://www.163pan.com/files/j0b000u0b.html 文件名称: The Stochastic Programming Approach to Asset,Liabiblity, and Wealth Management.pdf 文件介绍: Author:Willain T.Ziemba,The Research ...2010-7-15 22:29 - soundleon - 金融学(理论版)
求Structured Products in Wealth Management
2 个回复 - 1150 次查看 Structured Products in Wealth Management [精装] (财富管理的结构性产品) 作  者:Steffen W. Tolle(斯特芬·托尔), Boris Hutter(鲍里斯·哈特),Patrik Ruthemann(帕特里克·吕特曼), Hanspeter Wo ...2014-2-12 15:18 - 鲛人泣月 - 悬赏大厅
2014 CFA Level 3 QBank --Private Wealth Management PDF 版
0 个回复 - 2022 次查看 Private Wealth Management 已整理出来。继续release.....2014-2-25 00:56 - dynamic - Forum
求Financial Planning and Wealth Management: An International Perspective
1 个回复 - 937 次查看 Financial Planning and Wealth Management: An International Perspective Paperback – August 6, 2008 by Louis Cheng (Author) , Tak Yan Leung (Author) & 1 more2014-2-14 13:24 - kingvern - 悬赏大厅
求Financial Planning and Wealth Management: An International Perspective
0 个回复 - 915 次查看 Financial Planning and Wealth Management: An International Perspective Paperback – August 6, 2008 by Louis Cheng (Author) , Tak Yan Leung (Author) & 1 more2014-2-11 10:50 - 鲛人泣月 - 悬赏大厅
Integrated Wealth Management
1 个回复 - 1626 次查看 The Complete Reference for the Financial Planner2010-8-8 09:54 - oliverpei - 金融学(理论版)
(CFA institute)Private Wealth Wealth Management in Practice
3 个回复 - 2458 次查看 (CFA institute)Private Wealth Wealth Management in Practice2010-5-24 07:26 - janga - 金融学(理论版)
Financial Planning and Wealth Management
0 个回复 - 1138 次查看 Financial Planning and Wealth Management ISBN13: 9780071249843 ISBN10: 00712498422013-1-31 20:31 - takman0124 - 会计与财务管理
behaviral finance and wealth management
3 个回复 - 1627 次查看 How to Build Optimal Portfolios That Account for Investor Biases MICHAEL M. POMPIAN John Wiley 339 pages PART ONE Introduction to the Practical Application of Behavioral Finance CHAPTER 1 Wha ...2009-11-19 00:05 - stewartxie - 金融学(理论版)
cfa level 3 视频(2): Private Wealth Management
9 个回复 - 2926 次查看 Private Wealth Management2010-3-16 11:54 - wildpippi - CFA Level 3 学习群组
Behavioral Finance and Wealth Management
6 个回复 - 1844 次查看 Behavioral Finance上老师给的,贴上来赚点零用钱,大家见谅啊~呵呵2011-6-17 09:33 - quinnme - 金融学(理论版)
Global Private Banking and Wealth Management - Maude
4 个回复 - 1948 次查看 Global Private Banking and Wealth Management - Maude ISBN-10: 0470854219 | ISBN-13: 978-0470854211 | Publication Date: August 31, 2006 | Edition: 1 Wealth management is one of the areas in which ban ...2011-12-15 01:24 - smboys - 金融学(理论版)
Socioemotional Wealth and Human Resource Management (HRM) in Family-Controlled F
2 个回复 - 1055 次查看 【作者(必填)】Cristina Cruz, Shainaz Firfiray, Luis R. Gomez-Mejia 【文题(必填)】Socioemotional Wealth and Human Resource Management (HRM) in Family-Controlled Firms 【年份(必填)】2011 【全文链接或 ...2012-3-14 21:32 - zongmao816 - 求助成功区
The Stochastic Programming Approach To Asset, Liability, And Wealth Management
1 个回复 - 1631 次查看 William T. Ziemba是ALM的专家,很多手册的主编。 2003版 Contents: Chapter 1. The Fundamentals of Asset Allocation Chapter 2. The Stochastic Programming Approach toAsset/Liability Management Chapter ...2009-8-9 18:00 - linmao001 - 金融学(理论版)
PwC advisory - Global Private Banking and Wealth Management Survey 2009
0 个回复 - 2570 次查看 Pages: 56 Author: PwC Hong Kong advisory Global Private Banking and Wealth Management Survey 2009 A new era: redefining ways to deliver trusted advice TheGlobal Private Banking and ...2009-11-14 15:22 - lukeMDK - 金融学(理论版)
[求助]请问wealth management与asset management的区别和联系
5 个回复 - 7549 次查看 今天老师上课说了一堆,还是不是很明白。下课直接下去问他,他说是good question,但他也一时解答不到。可能我刚到国外,英语不够好,所以听得不是很明白。希望各位各抒己见啦,有哪位高人可以指教呢?谢谢各位啦。2008-10-10 03:57 - vincenhe - 真实世界经济学(含财经时事)
[转帖]UBS Wealth Management Research Study: UBS global outlook 2008
0 个回复 - 2009 次查看 UBS Wealth Management Research Study: "UBS global outlook" 2008Amid choppy financial market conditions and slower economic growth, equities are poised to outperform during 2008Equity markets are poise ...2007-12-14 09:37 - trunksalive - 真实世界经济学(含财经时事)