Skip to main content
Have a personal or library account? Click to login
Theory in Action: A Wealth Management Case Study Cover
By:   
Open Access
|Jul 2026

References

  1. A.T. Kearney (2024). Global Economic Outlook 2024-2028: Slow and Steady?
    Kearney A.T. ( 2024 ). Global Economic Outlook 2024-2028: Slow and Steady?
  2. Abernathy, W. J. and Clark, K. B. (1985). “Innovation: Mapping the winds of creative destruction”. Research policy, 14, 3-22.
  3. Afuah, A. (1998). Innovation management: Strategies, implementation, and profits. New York: Oxford University Press.
  4. Barons. (2012). The Dow Jones Business And Financial Weekly – Inside Goldman’s Private Bank.
    Barons ( 2012 ). The Dow Jones Business And Financial Weekly – Inside Goldman’s Private Bank.
  5. Boris F. J. Collardi (2012). Private Banking: Building a Culture of Excellence. John Wiley & Sons.
  6. Brost Heike, Faust Martin, Reittinger Wolfgang J. (2014). „Private Banking und Wealth Management – Strategien und Erfolgsfaktoren“. Frankfurt School Verlag.
  7. Burgelman Robert A., Grove Andrew S. (1996), Vol. 38 No. 2; Strategic Dissonance. California Management Review.
    Burgelman Robert A. Grove Andrew S. 1996 ), Vol. 38 No. 2 ; Strategic Dissonance. California Management Review.
  8. Cambridge Dictionary (2015, June 20). Retrieved from: http://dictionary.cambridge.org/ dictionary/english/strategic-inflection-point
  9. Christensen, C. M. (1997). The innovator’s dilemma: When new technologies cause great firms to fail. Boston, MA: Harvard Business School Press.
  10. Christensen, C. M., & Raynor, M. E. (2003). The innovator’s solution: Creating and sustaining successful growth. Boston, MA: Harvard Business School Press.
    Christensen C. M. Raynor M. E. ( 2003 ). The innovator’s solution: Creating and sustaining successful growth . Boston, MA: Harvard Business School Press.
  11. Drucker Peter F. (2008). Management: Tasks, Responsibilities, Practices. Revised Edition, First Harper Business.
  12. Eisenhardt, K. (1989) Building theories from case study research. The Academy of Management Review 14(4), 532-550.
  13. EY (2025). Global Wealth Research Report.
  14. Govindarajan, V., & Gupta, A. (2001). Strategic innovation: A conceptual road map. Business Horizons, 44(4), 3-12.
  15. Grove Andrew S. (1996). Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company and Career. Doubleday a division of Random House, Inc.
  16. Grove Andrew S. (1993). “PCs Trudge out of the Valley of Death,” The Wall Street Journal, January 18, 1993; “Invest or Die”, Fortune, February 22, 1993 (cover story).
  17. Grove Andrew S. (1997). Navigating Strategic Inflection Points, Vol. 8, Issue 3, pages 11-18.
  18. Hamel, G. (2002). Leading the revolution. Boston, MA: Harvard Business School Press.
  19. Hauschildt, J. (2005). Dimensionen der Innovation. In S. Albers & O. Gassmann (Eds.), Handbuch Technologie- und Innovations management: Strategie – Umsetzung-Controlling (pp. 23- 39). Wiesbaden: Gabler.
  20. Henderson, R. M., & Clark, K. B. (1990). Architectural innovation: The reconfiguration of existing product technologies and the failure of established firms. Administrative Science Quarterly, 35(1), 9-30.
  21. Jäggi M. (2010). Business Model Innovation in Wealth Management (Doctoral dissertation). University of St. Gallen, Switzerland.
  22. Kanter, R. M., Stein, B. A., and Jick,T. D. (1992). The Challenge of Organizational Change: How Companies Experience it and Leaders Guide it. New York:The Free Press.
  23. Kim, W. C., & Mauborgne, R. (1997). Value innovation: The strategic logic of high growth. Harvard Business Review, 75(1), 103-112.
  24. Kim, W. C., & Mauborgne, R. (2004b). Value innovation: The strategic logic of high growth. Harvard Business Review, 82(7/8), 172-180.
  25. Lämmler, A., Overbeck-Henn, J., (2013). Extinction of the holy milk cow: Moving towards an inducement free world.
    Lämmler A. Overbeck-Henn J. ( 2013 ). Extinction of the holy milk cow: Moving towards an inducement free world.
  26. Mahadevan, B. (2004). A framework for business model innovation. Paper presented at the IMRC 2004 Conference.
  27. Markides, C. (1997). Strategic innovation. Sloan Management Review, 38(3), 9-23.
  28. Markides, C. (1998). Strategic innovation in established companies. Sloan Management Review, 39(3), 31-42.
  29. Markides, C. (2006). Disruptive innovation: In need of better theory. Journal of Product Innovation Management, 23(1), 19-25.
  30. McGhee, G., Marland, G. & Atkinson, J. (2007) Grounded theory research: literature reviewing and reflexivity. Journal of Advanced Nursing 60(3), 334-342.
  31. Mitchell, D., & Coles, C. (2003a).The ultimate competitive advantage of continuing business model innovation. Journal of Business Strategy, 24(5), 15-21.
  32. Mitchell, D., & Coles, C. (2003b). The ultimate competitive advantage: Secrets of continually developing a more profitable business model. San Francisco: Berrett-Koehler.
  33. Moingeon, B., & Lehmann, L. (2006). Strategic Innovation. EBF, spring(24), 50-54.
  34. Mueller-Saegebrecht, S. & Walter, A.-T. (2025) ‘Strategic agility an urgent capability for successful business model innovation? A conceptual process model and theoretical framework’, Strategic Change, 34(3), pp. 407–428.
  35. Osterwalder, A. (2004). The business model ontology: A proposition in a design science approach. Dissertation: University of Lausanne.
  36. Punch, K. (2005). Introduction to social research: quantitative and qualitative approaches. London: Sage.
  37. Quinn, J.B. (1978). Strategic Change: Logic incrementalism. Sloan Management Review, Fall 1978:p68-90.
  38. Slywotzky, A. J. (1996). Value migration: How to think several moves ahead of the competition. Boston, MA: Harvard Business School Press.
  39. Stähler, P. (2001). Merkmale von Geschäftsmodellen in der digitalen Ökonomie. Dissertation: University of St. Gallen, Lohmar: Eul.
  40. Spieth, P., Breitenmoser, P. & Röth, T. (2025) ‘Business model innovation: Integrative review, framework, and agenda for future innovation management research’, Journal of Product Innovation Management, 42(1), pp. 166–193.
  41. Spieth, P., Laudien, S.M. & Meissner, S. (2021) ‘Business model innovation in strategic alliances: a multi-layer perspective’, R&D Management, 51(1), pp. 24-39
  42. Utterback, J. M, & Abernathy, W. J. (1975). Dynamic model process and product innovation. Omega-International Journal of Management Science, 3(6), 639-656.
  43. Van der Mandele Martin L. (2004). Leadership and the Inflection Point-A Longitudinal Perspective. Erasmus Research Institute of Management (ERIM).
  44. Wendt, K. & Ra, M. (eds.) (2025) Sustainable Wealth Management Revisited: Female Leaders Transforming the Industry. Cham: Springer Nature Switzerland.
  45. Yin, R. (2003). Case study research: design and methods. 3rd edition. London: Sage Publications Inc.
Language: English
Page range: 4203 - 4215
Published on: Jul 22, 2026
In partnership with: Paradigm Publishing Services
Publication frequency: 1 issue per year

© 2026 Nicolas NICOLA, published by Bucharest University of Economic Studies
This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 License.