What is Wealth Management?

What is 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.
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:

  • What is Wealth management?

  • What are the three main service elements of Wealth management?

  • What does Wealth management have to do with you?

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Summary
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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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