The difference between wealth management and that of the more traditional Private banking. Exploring the wider market in its current state around the world and observing how its fragmented makeup has made it difficult to define and accurately calculate its true size. We also examine some of the most common services provided by Wealth Managers.
Key learning objectives:
What is the Wealth Management Industry ?
Who are the clients they serve?
Who are the main global and local players in the Industry?
What are the primary global Wealth Management Centres?
What are the key roles within the Wealth Management Industry?