Wealth Management Industry Overview

Wealth Management Industry Overview

The business of wealth management is an important part of the wider financial services industry. This video will give a detailed context to the term by exploring some of the services that wealth management professionals offer their clients and also by highlighting the difference between wealth management and more traditional private banking. We will further examine some of the most common services provided by wealth managers in detail, and finally, we will discuss some of the regulatory frameworks in which wealth managers have to operate.
Overview

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?

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Summary
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Expert
Faisal Sheikh

Faisal Sheikh

Faisal is a wealth management professional has spent almost 30 years working in the field of risk management, risk control, internal auditing in the financial services and public sector. Most recently, Faisal was the Head of Risk for the Wealth Management business of UBS in the UK. He has also extensive international experience across Europe, the Americas, Asia and Africa. He has also a served as CISI operational risk expert panel member.

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