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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Featured Pathways

More pathways

Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

More pathways

Book a demo

Pricing

Ready to get started?

Plans & Membership

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

Engage with our video hotspots and knowledge check-ins

Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

Book a demo

Pricing

Ready to get started?

Book a demo

Pricing

Ready to get started?

What is Wealth Management?

What is Wealth Management?

Elisabeth Dana

20 years: Wealth management & banking

In this video, Elisabeth gives us an overview of wealth management along with its three main service elements, "Asset management", "Portfolio management and investment advisory" and "Trusts, funds and other financial vehicles". Elisabeth talks about the current market dynamics of global wealth management and concludes by explaining the initial steps to understand the 3 phases of wealth management.

In this video, Elisabeth gives us an overview of wealth management along with its three main service elements, "Asset management", "Portfolio management and investment advisory" and "Trusts, funds and other financial vehicles". Elisabeth talks about the current market dynamics of global wealth management and concludes by explaining the initial steps to understand the 3 phases of wealth management.

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What is Wealth Management?

12 mins 54 secs

Overview

Wealth management is about marrying up your current financial situation with your future goals. It has been built around managing the assets of High and Ultra-High Net Worth Individuals (HNWIs), Pension Funds, Insurance Companies and Sovereign Wealth Funds.

Key learning objectives:

  • Define Wealth management

  • Outline the three main service elements of Wealth management

  • Identify what wealth management has to do with you

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Summary
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Join now to watch

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
Elisabeth Dana

Elisabeth Dana

After working in banking in Paris for several years, Elisabeth joined Barclays Corporate in London in early 2008 before joining Barclays Wealth to look after High Net Worth clients and their families. She has focused on wealth management ever since, founding Infinity Circle in 2018. Elisabeth is a dual British and French national who speaks four languages. Finally, Elisabeth has a Masters in Political Science and Journalism from the University of Brussels and an MBA from the University of Chicago

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