• 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 report at www.worldultrawealthreport.com

    published: 19 Nov 2014
  • 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
  • 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
  • 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
  • Redefining wealth management in the digital social world

    Wealth portfolio management is evolving from the desktop to any localization at any time where the client is. Julian Schillinger, partner, Prive Financial Ltd

    published: 20 Jan 2016
  • Be prepared to join the asset management world

    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
  • Fundamentals of Wealth Management Part 1

    Part 1. Intro & The Life Cycle of Family Wealth: Accumulation, Preservation & Growth of Mature Wealth 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 acq...

    published: 07 May 2012
  • Global Wealth Inequality - (See description for 2017 updates) What you never knew you never knew

    NOTE: We recognise that this video is now, in 2017, outdated. We're hoping to be able to make an updated version soon, but it's expensive to do so. So in the meantime, please find the updated information on our website here: https://therules.org/update-global-inequality-video/. Thank you! 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
  • 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
  • What is WEALTH MANAGEMENT? What does WEALTH MANAGEMENT mean? WEALTH MANAGEMENT meaning

    What is WEALTH MANAGEMENT? What does WEALTH MANAGEMENT mean? WEALTH MANAGEMENT meaning - WEALTH MANAGEMENT definition - WEALTH MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Wealth management as an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certifi...

    published: 23 Apr 2017
  • Career Opportunities in Wealth Management

    Description

    published: 19 Feb 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: 6438
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: 19 Nov 2014
  • views: 2027
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 report at www.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: 8675
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: 2178
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
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: 832
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: 4476
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
Fundamentals of Wealth Management

Fundamentals of Wealth Management

  • Order:
  • Duration: 53:14
  • Updated: 07 May 2012
  • views: 53282
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
Redefining wealth management in the digital social world

Redefining wealth management in the digital social world

  • Order:
  • Duration: 6:10
  • Updated: 20 Jan 2016
  • views: 287
videos
Wealth portfolio management is evolving from the desktop to any localization at any time where the client is. Julian Schillinger, partner, Prive Financial Ltd
https://wn.com/Redefining_Wealth_Management_In_The_Digital_Social_World
Be prepared to join the asset management world

Be prepared to join the asset management world

  • Order:
  • Duration: 2:06
  • Updated: 07 Jul 2016
  • views: 940
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/Be_Prepared_To_Join_The_Asset_Management_World
Fundamentals of Wealth Management Part 1

Fundamentals of Wealth Management Part 1

  • Order:
  • Duration: 8:36
  • Updated: 07 May 2012
  • views: 544
videos
Part 1. Intro & The Life Cycle of Family Wealth: Accumulation, Preservation & Growth of Mature Wealth 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_Part_1
Global Wealth Inequality  - (See description for 2017 updates) What you never knew you never knew

Global Wealth Inequality - (See description for 2017 updates) What you never knew you never knew

  • Order:
  • Duration: 3:51
  • Updated: 03 Apr 2013
  • views: 964259
videos
NOTE: We recognise that this video is now, in 2017, outdated. We're hoping to be able to make an updated version soon, but it's expensive to do so. So in the meantime, please find the updated information on our website here: https://therules.org/update-global-inequality-video/. Thank you! 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_(See_Description_For_2017_Updates)_What_You_Never_Knew_You_Never_Knew
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: 3240
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
What is WEALTH MANAGEMENT? What does WEALTH MANAGEMENT mean? WEALTH MANAGEMENT meaning

What is WEALTH MANAGEMENT? What does WEALTH MANAGEMENT mean? WEALTH MANAGEMENT meaning

  • Order:
  • Duration: 7:05
  • Updated: 23 Apr 2017
  • views: 254
videos
What is WEALTH MANAGEMENT? What does WEALTH MANAGEMENT mean? WEALTH MANAGEMENT meaning - WEALTH MANAGEMENT definition - WEALTH MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Wealth management as an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors. Private wealth management is delivered to high-net-worth investors. Generally this includes advice on the use of various estate planning vehicles, business-succession or stock-option planning, and the occasional use of hedging derivatives for large blocks of stock. Traditionally, the wealthiest retail clients of investment firms demanded a greater level of service, product offering and sales personnel than that received by average clients. With an increase in the number of affluent investors in recent years, there has been an increasing demand for sophisticated financial solutions and expertise throughout the world. The CFA Institute curriculum on private-wealth management indicates that two primary factors distinguish the issues facing individual investors from those facing institutions: 1. Time horizons differ. Individuals face a finite life as compared to the theoretically/potentially infinite life of institutions. This fact requires strategies for transferring assets at the end of an individual's life. These transfers are subject to laws and regulations that vary by locality and therefore the strategies available to address this situation vary. This is commonly known as accumulation and decumulation. 2. Individuals are more likely to face a variety of taxes on investment returns that vary by locality. Portfolio investment techniques that provide individuals with after tax returns that meet their objectives must address such taxes. The term "wealth management" occurs at least as early as 1933. It came into more general use in the elite retail (or "Private Client") divisions of firms such as Goldman Sachs or Morgan Stanley (before the Dean Witter Reynolds merger of 1997), to distinguish those divisions' services from mass-market offerings, but has since spread throughout the financial-services industry. Family offices that had formerly served just one family opened their doors to other families, and the term Multi-family office was coined. Accounting firms and investment advisory boutiques created multi-family offices as well. Certain larger firms (UBS, Morgan Stanley and Merrill Lynch) have "tiered" their platforms – with separate branch systems and advisor-training programs, distinguishing "Private Wealth Management" from "Wealth Management", with the latter term denoting the same type of services but with a lower degree of customization and delivered to mass affluent clients. At Morgan Stanley, the "Private Wealth Management" retail division focuses on serving clients with greater than $20 million in investment assets while "Global Wealth Management" focuses on accounts smaller than $10 million. In the late 1980s, private banks and brokerage firms began to offer seminars and client events designed to showcase the expertise and capabilities of the sponsoring firm. Within a few years a new business model emerged – Family Office Exchange in 1990, the Institute for Private Investors in 1991, and CCC Alliance in 1995. These companies aimed to offer an online community as well as a network of peers for ultra high-net-worth individuals and their families. These entities have grown since the 1990s, with total IT spending (for example) by the global wealth management industry predicted to reach $35bn by 2016, including heavy investment in digital channels.
https://wn.com/What_Is_Wealth_Management_What_Does_Wealth_Management_Mean_Wealth_Management_Meaning
Career Opportunities in Wealth Management

Career Opportunities in Wealth Management

  • Order:
  • Duration: 7:18
  • Updated: 19 Feb 2016
  • views: 2797
videos https://wn.com/Career_Opportunities_In_Wealth_Management
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: 41430
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: 12727
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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