• World Wealth Report 2015

    http://www.capgemini.com/wealth The World Wealth Report 2015 from Capgemini and RBC Wealth Management is the industry’s leading benchmark for tracking high net worth individuals, their wealth, and the global and economic conditions that drive industry change. Drawing on insights from more than 5,000 HNWI survey respondents, the report sheds light on several themes including how HNWI preferences are shifting, their approach to global asset allocation and use of cash and credit, and the evolving role of the wealth manager.

    published: 17 Jun 2015
  • Wealth-X and UBS World Ultra Wealth Report 2014

    Wealth-X and UBS present the Wealth-X and UBS World Ultra Wealth Report 2014 that showcases Wealth-X’s unrivalled intelligence on the ultra wealthy and the expertise of UBS as the global leader in wealth management. The report gives you unparalleled insight into the world’s ultra wealthy population, defined as those with net assets of US$30 million and above: by region, country, wealth tiers, gender and between old and new money. Download the full report at worldultrawealthreport.com

    published: 02 Dec 2015
  • Is robo-advice the future of wealth management? | World Finance

    Robotification has transformed manufacturing, logistics, and grocery shopping. But is it going to transform investment services? Paul Stratford and Sarah Clarricoats from EY explain how automated financial advisors could make wealth management accessible to the mass market – provided that asset managers overcome four key challenges. For a full transcript visit: http://www.worldfinance.com/videos/is-robo-advice-the-future-of-wealth-management For more World Finance videos go to http://www.worldfinance.com/videos/

    published: 05 Apr 2017
  • Exploring the World Wealth Report 2013

    Insights from the World Wealth Report 2013 with M. George Lewis, RBC Wealth Management and Jean Lassignardie, VP, Capgemini. http://www.worldwealthreport.com The World Wealth Report is the industry-leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. New this year, we introduce the High Net Worth Individual survey on global HNWI perspectives and behavior. Based on responses from over 4400 High Net Worth Individuals across 21 countries, we explore HNWI confidence levels, asset allocation decisions, as well as their wealth management advice and service preferences. We also explore the changing and dynamic regulatory environment and its impact on Wealth Management firms....

    published: 18 Jun 2013
  • Fundamentals of Wealth Management

    The complete lesson. Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients' financial lives and making their futures more secure. As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients. The Dow family has been investing traditionally in the securities markets since 1937. Before attempting to structure a portfolio that might be capable of delivering long-term investment success, we must first understand the nature of the financial markets in which we will operate and the inherent limitations we are sure to confront as investors. This video, Fundamentals in Wealth Management, will help to acquaint the investor with these dynamics and then illustrate how Dow Wealth Manageme...

    published: 07 May 2012
  • The digital disruption of the wealth management industry

    What does the future hold for the wealth management industry, which trails other industries in adopting new technologies? April Rudin of the Rudin Group and Steve Dunlap of Stratym Strategic Consulting discuss trends in the wealth management industry, contemplating how financial advisors can take advantage of the digital disruption that their industry faces. Register for a complimentary workshop to discover how you can use analytics to transform wealth management at http://ibm.co/insightwealthmgmt. Subscribe to the IBM Analytics Channel: https://www.youtube.com/subscription_center?add_user=ibmbigdata The world is becoming smarter every day, join the conversation on the IBM Big Data & Analytics Hub: http://www.ibmbigdatahub.com https://www.youtube.com/user/ibmbigdata https://www.facebook....

    published: 11 Nov 2015
  • Exploring the World Wealth Report 2014

    http://www.worldwealthreport.com The World Wealth Report 2014 from Capgemini and RBC Wealth Management is the industry-leading source of global and regional information on the high net worth marketplace. This year's report focuses on the global population of high net worth individuals (HNWI) including their wealth levels, investing behaviors, wealth management servicing preferences, and the ways in which they strive to make a positive impact on society. The report also offers an in-depth analysis of HNWIs' digital expectations and how firms can better serve them today and moving forward. With M. George Lewis, Group Head, RBC Wealth Management & RBC Insurance and Jean Lassignardie, Chief Sales & Marketing Officer, Capgemini Global Financial Services.

    published: 18 Jun 2014
  • Global Wealth Inequality - What you never knew you never knew

    For more info go to www.therules.org Production Company: Grain Media (grainmedia.co.uk); Motion Graphics Artist: Nick Pittom (nickpittom.com); Music: Sup Doodle and Apple Juice Kid (AppleJuiceKid.com); References: http://www.therules.org/inequality-video-fact-sheet; Accompanying article in Al Jazeera: http://www.aljazeera.com/indepth/opinion/2013/04/201349124135226392.html

    published: 03 Apr 2013
  • How FinTech is shaping asset & wealth management: Beyond automated advice

    Learn more at PwC.com - http://www.pwc.com/awmtech PwC's Julien Courbe and Michael Reneri talk about the impact of FinTech of the Asset and Wealth management industy

    published: 14 Sep 2016
  • Sustainability in Wealth and Asset Management

    Visit www.ey.com/fssustainability to learn more. Beyond the management of an assets lifecycle, the Wealth & Asset Management industry has every means at its disposal to improve its sustainability performance. The most progressive asset managers are searching for attractive yields and responsible investments – both of which are vital to realizing a sustainable economy. EY has the expertise to help businesses create sustainable solutions that build a better working world.

    published: 30 Sep 2015
  • World Wealth Report 2012 [©LeakSource, REUTERS]

    http://www.youtube.com/user/TheLeakSource 06/19/2012 World Wealth Report 2012 from Capgemini and RBC Wealth Management The overall financial wealth of high net worth individuals declined across all regions in 2011, with the exception of the Middle East, according to the 16th annual World Wealth Report from Capgemini and new partner, RBC Wealth Management. The 1.7% decline is the first since the 2008 world economic crisis, a year in which HNWI global wealth declined by 19.5%. The World Wealth Report covers 71 countries in the market-sizing model, accounting for more than 98% of global gross national income and 99% of world stock market capitalization. The report has built a strong and lasting reputation as the industry benchmark for HNWIs market sizing—originally at a global and regiona...

    published: 10 Jul 2012
  • Digital: The New Wealth Management Mandate

    http://www.worldwealthreport.com Addressing the rise in today's digital demands and expectations is driving Wealth Management firms to provide better digital services and an "all channel" integrated client experience says the World Wealth Report 2014 from Capgemini and RBC Wealth Management. With Bill Sullivan, Head of Market Intelligence, Capgemini Financial Services.

    published: 18 Jun 2014
  • A World Class Training Program | Global Wealth Management Careers | J.P. Morgan

    SUBSCRIBE: http://jpm.com/x/i/NFPWfK0 Hear from David Kelso, Vice Chairman of the Private Bank, as he discusses J.P. Morgans distinguished training program and the firm’s commitment to recruiting and building successful employees from the start. About J.P. Morgan: J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first. Connect with J.P. Morgan Online: Visit the J.P. Morgan Website: http://jpm.com/x/d/LPdzH4w Follow @jpmorgan on Twitter: http://jpm.com/x/i/NFPWLIB Visit our J.P. Morg...

    published: 25 Mar 2015
  • Chapter 4: The DIFC and the new wealth management world - The rise of Dubai International Financial

    The geography and rules of wealth management have changed and Dubai finds itself in a sweet spot, says Juerg Berger, chief executive of Julius Baer (Middle East).

    published: 25 Sep 2016
  • Asset Management: Industry Overview and Careers in Asset Management

    Asset Management: Industry overview and Careers in Asset Management Asset Management is about managing clients’ investments and providing them with the strategies and expertise that would allow them to achieve their goals and secure their financial future. This video is part of our series dedicated to the different sub-industries in the world of Business & Finance.Our goal is to understand how it functions, what type of services it offers its clients, which are the major players in the field and what it is like to do this for a living. An individual or an institution is likely to approach an asset management firm when their investment income is substantial. In such cases, asset managers are able to offer expertise across a wide spectrum of asset classes (such as stocks, bonds, commodit...

    published: 27 Aug 2015
  • What is asset management?

    Find out more about our apprenticeship and internship opportunities on our website https://www.axa-im.com/en/careers This is a video excerpt from the MOOCInvestment Management in an Evolving and Volatile World” © AXA IM and HEC Paris 2016 https://www.coursera.org/learn/investment-management

    published: 07 Jul 2016
World Wealth Report 2015

World Wealth Report 2015

  • Order:
  • Duration: 3:13
  • Updated: 17 Jun 2015
  • views: 5855
videos
http://www.capgemini.com/wealth The World Wealth Report 2015 from Capgemini and RBC Wealth Management is the industry’s leading benchmark for tracking high net worth individuals, their wealth, and the global and economic conditions that drive industry change. Drawing on insights from more than 5,000 HNWI survey respondents, the report sheds light on several themes including how HNWI preferences are shifting, their approach to global asset allocation and use of cash and credit, and the evolving role of the wealth manager.
https://wn.com/World_Wealth_Report_2015
Wealth-X and UBS World Ultra Wealth Report 2014

Wealth-X and UBS World Ultra Wealth Report 2014

  • Order:
  • Duration: 3:11
  • Updated: 02 Dec 2015
  • views: 15
videos
Wealth-X and UBS present the Wealth-X and UBS World Ultra Wealth Report 2014 that showcases Wealth-X’s unrivalled intelligence on the ultra wealthy and the expertise of UBS as the global leader in wealth management. The report gives you unparalleled insight into the world’s ultra wealthy population, defined as those with net assets of US$30 million and above: by region, country, wealth tiers, gender and between old and new money. Download the full report at worldultrawealthreport.com
https://wn.com/Wealth_X_And_Ubs_World_Ultra_Wealth_Report_2014
Is robo-advice the future of wealth management? | World Finance

Is robo-advice the future of wealth management? | World Finance

  • Order:
  • Duration: 4:21
  • Updated: 05 Apr 2017
  • views: 2133
videos
Robotification has transformed manufacturing, logistics, and grocery shopping. But is it going to transform investment services? Paul Stratford and Sarah Clarricoats from EY explain how automated financial advisors could make wealth management accessible to the mass market – provided that asset managers overcome four key challenges. For a full transcript visit: http://www.worldfinance.com/videos/is-robo-advice-the-future-of-wealth-management For more World Finance videos go to http://www.worldfinance.com/videos/
https://wn.com/Is_Robo_Advice_The_Future_Of_Wealth_Management_|_World_Finance
Exploring the World Wealth Report 2013

Exploring the World Wealth Report 2013

  • Order:
  • Duration: 3:33
  • Updated: 18 Jun 2013
  • views: 2176
videos
Insights from the World Wealth Report 2013 with M. George Lewis, RBC Wealth Management and Jean Lassignardie, VP, Capgemini. http://www.worldwealthreport.com The World Wealth Report is the industry-leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. New this year, we introduce the High Net Worth Individual survey on global HNWI perspectives and behavior. Based on responses from over 4400 High Net Worth Individuals across 21 countries, we explore HNWI confidence levels, asset allocation decisions, as well as their wealth management advice and service preferences. We also explore the changing and dynamic regulatory environment and its impact on Wealth Management firms.
https://wn.com/Exploring_The_World_Wealth_Report_2013
Fundamentals of Wealth Management

Fundamentals of Wealth Management

  • Order:
  • Duration: 53:14
  • Updated: 07 May 2012
  • views: 45459
videos
The complete lesson. Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients' financial lives and making their futures more secure. As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients. The Dow family has been investing traditionally in the securities markets since 1937. Before attempting to structure a portfolio that might be capable of delivering long-term investment success, we must first understand the nature of the financial markets in which we will operate and the inherent limitations we are sure to confront as investors. This video, Fundamentals in Wealth Management, will help to acquaint the investor with these dynamics and then illustrate how Dow Wealth Management seeks to position its clients' portfolios for long-term investment success. We could call it "How to survive bad markets...and thrive in good ones." Website: http://www.dow.us *** Accounts are held at and transactions are cleared through Pershing, LLC, a Bank of New York Mellon Affiliate. Securities offered through Bolton Global Capital, Inc. 579 Main St, Bolton MA 01740 800-649-3883. FINRA, SIPC. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor. State securities laws require that your investment professional be registered in the state in which you are a resident. Our representatives are licensed to sell and or discuss securities products to residents of the following states: AK AL AZ CA CO CT DC FL GA IL IN LA MA ME MD MI MO MT NC NH NJ NM NV NY OH OK OR PA RI SC TN TX VA VT WA WI.
https://wn.com/Fundamentals_Of_Wealth_Management
The digital disruption of the wealth management industry

The digital disruption of the wealth management industry

  • Order:
  • Duration: 8:01
  • Updated: 11 Nov 2015
  • views: 578
videos
What does the future hold for the wealth management industry, which trails other industries in adopting new technologies? April Rudin of the Rudin Group and Steve Dunlap of Stratym Strategic Consulting discuss trends in the wealth management industry, contemplating how financial advisors can take advantage of the digital disruption that their industry faces. Register for a complimentary workshop to discover how you can use analytics to transform wealth management at http://ibm.co/insightwealthmgmt. Subscribe to the IBM Analytics Channel: https://www.youtube.com/subscription_center?add_user=ibmbigdata The world is becoming smarter every day, join the conversation on the IBM Big Data & Analytics Hub: http://www.ibmbigdatahub.com https://www.youtube.com/user/ibmbigdata https://www.facebook.com/IBManalytics https://www.twitter.com/IBMbigdata | https://www.twitter.com/IBMAnalytics https://www.linkedin.com/company/ibm-big-data-&-analytics https://www.slideshare.net/IBMBDA
https://wn.com/The_Digital_Disruption_Of_The_Wealth_Management_Industry
Exploring the World Wealth Report 2014

Exploring the World Wealth Report 2014

  • Order:
  • Duration: 3:30
  • Updated: 18 Jun 2014
  • views: 4423
videos
http://www.worldwealthreport.com The World Wealth Report 2014 from Capgemini and RBC Wealth Management is the industry-leading source of global and regional information on the high net worth marketplace. This year's report focuses on the global population of high net worth individuals (HNWI) including their wealth levels, investing behaviors, wealth management servicing preferences, and the ways in which they strive to make a positive impact on society. The report also offers an in-depth analysis of HNWIs' digital expectations and how firms can better serve them today and moving forward. With M. George Lewis, Group Head, RBC Wealth Management & RBC Insurance and Jean Lassignardie, Chief Sales & Marketing Officer, Capgemini Global Financial Services.
https://wn.com/Exploring_The_World_Wealth_Report_2014
Global Wealth Inequality - What you never knew you never knew

Global Wealth Inequality - What you never knew you never knew

  • Order:
  • Duration: 3:51
  • Updated: 03 Apr 2013
  • views: 955655
videos
For more info go to www.therules.org Production Company: Grain Media (grainmedia.co.uk); Motion Graphics Artist: Nick Pittom (nickpittom.com); Music: Sup Doodle and Apple Juice Kid (AppleJuiceKid.com); References: http://www.therules.org/inequality-video-fact-sheet; Accompanying article in Al Jazeera: http://www.aljazeera.com/indepth/opinion/2013/04/201349124135226392.html
https://wn.com/Global_Wealth_Inequality_What_You_Never_Knew_You_Never_Knew
How FinTech is shaping asset & wealth management: Beyond automated advice

How FinTech is shaping asset & wealth management: Beyond automated advice

  • Order:
  • Duration: 3:29
  • Updated: 14 Sep 2016
  • views: 1670
videos
Learn more at PwC.com - http://www.pwc.com/awmtech PwC's Julien Courbe and Michael Reneri talk about the impact of FinTech of the Asset and Wealth management industy
https://wn.com/How_Fintech_Is_Shaping_Asset_Wealth_Management_Beyond_Automated_Advice
Sustainability in Wealth and Asset Management

Sustainability in Wealth and Asset Management

  • Order:
  • Duration: 2:18
  • Updated: 30 Sep 2015
  • views: 665
videos
Visit www.ey.com/fssustainability to learn more. Beyond the management of an assets lifecycle, the Wealth & Asset Management industry has every means at its disposal to improve its sustainability performance. The most progressive asset managers are searching for attractive yields and responsible investments – both of which are vital to realizing a sustainable economy. EY has the expertise to help businesses create sustainable solutions that build a better working world.
https://wn.com/Sustainability_In_Wealth_And_Asset_Management
World Wealth Report 2012   [©LeakSource, REUTERS]

World Wealth Report 2012 [©LeakSource, REUTERS]

  • Order:
  • Duration: 1:40
  • Updated: 10 Jul 2012
  • views: 101
videos
http://www.youtube.com/user/TheLeakSource 06/19/2012 World Wealth Report 2012 from Capgemini and RBC Wealth Management The overall financial wealth of high net worth individuals declined across all regions in 2011, with the exception of the Middle East, according to the 16th annual World Wealth Report from Capgemini and new partner, RBC Wealth Management. The 1.7% decline is the first since the 2008 world economic crisis, a year in which HNWI global wealth declined by 19.5%. The World Wealth Report covers 71 countries in the market-sizing model, accounting for more than 98% of global gross national income and 99% of world stock market capitalization. The report has built a strong and lasting reputation as the industry benchmark for HNWIs market sizing—originally at a global and regional level but increasingly at a country level. View/Download Full 2012 World Wealth Report Here: http://leaksource.wordpress.com/2012/06/19/world-wealth-report-2012/ http://twitter.com/LeakSourceNews This video is [FAIR USE], under © COPYRIGHT LAW it is: ➀ noncommercial ➁ trans-formative in nature ➂ not competitive with the original work ➃ not effecting its market negatively ♲ Thank you. [FAIR USE NOTICE]: [This video contains copyrighted material the use of which has not always been specifically authorized by the copyrig owner. We are making such material available in our efforts to advance understandichtice issues, etc. We believe this constitutes a 'fair use' of any such copyrighted material as provided for in section 107 of the US Copyright Law. In accordance with Title 17 U.S.C. 107, the material on this site is distributed without profit to those who have expressed a prior interest in receiving the included information for research and educational purposes]
https://wn.com/World_Wealth_Report_2012_©Leaksource,_Reuters
Digital: The New Wealth Management Mandate

Digital: The New Wealth Management Mandate

  • Order:
  • Duration: 2:10
  • Updated: 18 Jun 2014
  • views: 2088
videos
http://www.worldwealthreport.com Addressing the rise in today's digital demands and expectations is driving Wealth Management firms to provide better digital services and an "all channel" integrated client experience says the World Wealth Report 2014 from Capgemini and RBC Wealth Management. With Bill Sullivan, Head of Market Intelligence, Capgemini Financial Services.
https://wn.com/Digital_The_New_Wealth_Management_Mandate
A World Class Training Program | Global Wealth Management Careers | J.P. Morgan

A World Class Training Program | Global Wealth Management Careers | J.P. Morgan

  • Order:
  • Duration: 1:01
  • Updated: 25 Mar 2015
  • views: 2574
videos
SUBSCRIBE: http://jpm.com/x/i/NFPWfK0 Hear from David Kelso, Vice Chairman of the Private Bank, as he discusses J.P. Morgans distinguished training program and the firm’s commitment to recruiting and building successful employees from the start. About J.P. Morgan: J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first. Connect with J.P. Morgan Online: Visit the J.P. Morgan Website: http://jpm.com/x/d/LPdzH4w Follow @jpmorgan on Twitter: http://jpm.com/x/i/NFPWLIB Visit our J.P. Morgan Facebook page: http://jpm.com/x/i/NFQoLBw Follow J.P. Morgan on LinkedIn: http://jpm.com/x/i/NFQoLGt A World Class Training Program | Global Wealth Management Careers | J.P. Morgan
https://wn.com/A_World_Class_Training_Program_|_Global_Wealth_Management_Careers_|_J.P._Morgan
Chapter 4: The DIFC and the new wealth management world - The rise of Dubai International Financial

Chapter 4: The DIFC and the new wealth management world - The rise of Dubai International Financial

  • Order:
  • Duration: 6:10
  • Updated: 25 Sep 2016
  • views: 1208
videos
The geography and rules of wealth management have changed and Dubai finds itself in a sweet spot, says Juerg Berger, chief executive of Julius Baer (Middle East).
https://wn.com/Chapter_4_The_Difc_And_The_New_Wealth_Management_World_The_Rise_Of_Dubai_International_Financial
Asset Management: Industry Overview and Careers in Asset Management

Asset Management: Industry Overview and Careers in Asset Management

  • Order:
  • Duration: 4:45
  • Updated: 27 Aug 2015
  • views: 16494
videos
Asset Management: Industry overview and Careers in Asset Management Asset Management is about managing clients’ investments and providing them with the strategies and expertise that would allow them to achieve their goals and secure their financial future. This video is part of our series dedicated to the different sub-industries in the world of Business & Finance.Our goal is to understand how it functions, what type of services it offers its clients, which are the major players in the field and what it is like to do this for a living. An individual or an institution is likely to approach an asset management firm when their investment income is substantial. In such cases, asset managers are able to offer expertise across a wide spectrum of asset classes (such as stocks, bonds, commodities, real estate, private equity, etc). Moreover, large firms have branches all over the world and are therefore able to offer geographical expertise as well. Given that asset managers closely follow all of these markets, they are able to offer high-quality advice and superior risk-return investments. The large players in the asset management industry are indeed very large. There are several companies whose assets under management exceed $1 trillion. Some of them are pure investment funds (BlackRock, Vanguard, StateStreet, Fidelity), while others are arms of the large banking conglomerates (Goldman Sachs, Deutsche Bank, UBS, BNP). The largest firm in the world in terms of assets under management in 2015 was BlackRock. Website: http://365careers.com Facebook: https://www.facebook.com/365careers Twitter: twitter.com/365careers Udemy: https://www.udemy.com/u/365careers/ Skillfeed: https://www.skillfeed.com/instructor/356902-365-careers Instagram: https://instagram.com/365careers/
https://wn.com/Asset_Management_Industry_Overview_And_Careers_In_Asset_Management
What is asset management?

What is asset management?

  • Order:
  • Duration: 3:22
  • Updated: 07 Jul 2016
  • views: 492
videos
Find out more about our apprenticeship and internship opportunities on our website https://www.axa-im.com/en/careers This is a video excerpt from the MOOCInvestment Management in an Evolving and Volatile World” © AXA IM and HEC Paris 2016 https://www.coursera.org/learn/investment-management
https://wn.com/What_Is_Asset_Management
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