Dòng Nội dung
1
Global private banking and wealth management : the new realities / David Maude.
Chichester, West Sussex, England ; Hoboken, N.J. : John Wiley & Sons, 2006
xii, 346 p. ; 25 cm.
2
Private banking : building a culture of excellence / Boris F. J. Collardi
Singapore : John Wiley & Sons, 2012
xvi, 270 p. : ill. ; 23 cm.
3
Private wealth management : the complete reference for the personal financial planner / G. Victor Hallman, Jerry S. Rosenbloom
New York : McGraw-Hill, 2015
xii, 670 p. ; 24 cm.

Addresses various things, from setting financial objectives and understanding the planning process to investing in equities and fixed income securities.