Wealth Management Service Offering

Wealth Management Service Offering

Faisal Sheikh

25 years: Wealth and risk management specialist

In this video, Faisal will talk about the services that wealth management professionals offer their clients, such as trade brokerage, investment advice, discretionary portfolio management, and the use of investment vehicles such as pensions and trusts. He will also explain the extremely demanding regulatory environment in which these services are provided that requires wealth managers to always ensure the services provided are suitable and appropriate for their clients.

In this video, Faisal will talk about the services that wealth management professionals offer their clients, such as trade brokerage, investment advice, discretionary portfolio management, and the use of investment vehicles such as pensions and trusts. He will also explain the extremely demanding regulatory environment in which these services are provided that requires wealth managers to always ensure the services provided are suitable and appropriate for their clients.

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Wealth Management Service Offering

14 mins 8 secs

Overview

The wealth management industry is a very extensive and wide-reaching area of the financial services sector. It caters to a range of different people, from those with many millions in assets to those with substantially less, but in all cases offering a great deal of different services to its clients.

Key learning objectives:

  • What are the services that wealth management professionals offer their clients?

  • Understand the regulation of the wealth management industry

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This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.

Summary
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This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.

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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