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Wealth Management Resources

Information Sources

There is plenty of free world-class finance advice out there-but where is it? Our Finance Information Sources is a highly selective and well-researched collection of sources. We cite thousands of sources of the best finance information from around the world, divided up into over 60 subject areas. These include the best websites, the most informative books, magazines, and journals, and the most authoritative organizations.

Wealth Management Books
- Behavioral Finance and Wealth Management: How to Build Optimal Portfolios that Account for Investor Biases - Michael M. Pompian
- Breaking Through: Building a World Class Wealth Management Business - John J. Bowen Jr., Patricia J. Abram, Jonathan Powell
- Financial Planning and Wealth Management: An International Perspective - Louis Cheng, Tak Yan Leung, Yiu Hing Wong
- Global Private Banking and Wealth Management: The New Realities - David Maude
- Integrated Wealth Management: The New Direction for Portfolio Managers - Jean Brunel
- Private Wealth: Wealth Management in Practice - Stephen M. Horan (editor)
- Structured Products in Wealth Management - Steffen Tolle, Boris Hutter, Patrik Rüthemann, Hanspeter Wohlwend
- Tax Havens Today: The Benefits and Pitfalls of Banking and Investing Offshore - Hoyt Barber
- The Offshore Money Book: How to Move Assets Offshore for Privacy, Protection, and Tax Advantage - Arnold Cornez
- Vault Career Guide to Private Wealth Management - John Ransom
- Wealth Creation by Design: The Next Wave in Wealth Management for Financial Advisors - Goldman Sachs
- Wealth Management Planning: The UK Tax Principles - Malcolm James Finney
- Wealth Management Teams - Steven Drozdeck, Lyn Fisher
- Wealth Management in Any Market: Timeless Strategies for Building Financial Security - Bishara A. Bahbah
- Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients - S. Timothy Kochis
- Wealth Management: Private Banking, Investment Decisions, and Structured Financial Products - Dimitris N. Chorafas
- Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets - Harold E. Evensky
- Wealth: How the World’s High-Net-Worth Grow, Sustain, and Manage Their Fortunes - Merrill Lynch, Cap Gemini
Wealth Management Magazines
- Private Wealth - Charter Financial Publishing Network
- Professional Wealth Management - Financial Times
- Wealth Management - Wealth Management Information Services
- Wealth Management Review - Sovereign Publications
- Wealth Manager - Summit Business Media
- Worth - Sandow Media
Wealth Management Journals
- Review of Income and Wealth - Wiley
- The Journal of Wealth Management - Institutional Investor
Wealth Management Internet
- TheWealthNet - www.thewealthnet.com
- Wealth Briefing - www.wealthbriefing.com
Wealth Management Organizations

Miracles can be made, but only by sweating.
Giovanni Agnelli (1921–2003), Italian business executive and president of Fiat
Source: Corriere della Sera (1994)

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