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.
12 mins 54 secs
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