• Introducing WMCP™ | Wealth Management Certified Professional

    The WMCP™ delivers an advanced specialization in personal wealth and investment management unlike any other professional credential available today. Moving beyond simple investment management, the WMCP™ helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships. WMCP™ is designed for advisors serving a global marketplace where mass-affluent and high-net-worth individuals seek professionals with a true understanding of their unique needs and goals. https://www.theamericancollege.edu/designations-degrees/wmcp

    published: 07 Sep 2017
  • Why You Need Professional Wealth Management

    published: 19 Jun 2014
  • CryptoCurrencies like Ethereum, Bitcoin explained from a professional Wealth Manager

    Want to trade Bitcoin? Don't get confused about Bitcoin, Ethereum, Altcoin, Bitcoin Cash ... Learn about Crypto Currencies from a Swiss registered Wealth Management Company. Join the free Webinar. (TIP: It is about fundamental value). Free Webinar at https://app.webinarjam.net/register/32928/a8cde8799f

    published: 15 Aug 2017
  • Private Wealth Management Careers at Goldman Sachs

    See how a career in Private Wealth Management offers you an entrepreneurial environment to help clients turn opportunities into successes.

    published: 31 Oct 2012
  • ASK Upper Crest Wealth Series || Need for a Professional Wealth Manager || CNBC TV18

    ASK Upper Crest Wealth Series in association with CNBC TV18 organised a congregation of the country's High Net Worth Individuals. Eminent entrepreneurs narrated their success stories and the importance of wealth management was highlighted throughout. CNBC-TV18 is India's No.1 Business medium and the undisputed leader in business news. The channel's benchmark coverage extends from corporate news, financial markets coverage, expert perspective on investing and management to industry verticals and beyond. CNBC-TV18 has been constantly innovating with new genres of programming that helps make business more relevant to different constituencies across India. India's most able business audience consumes CNBC-TV18 for their information & investing needs. This audience is highly diversified at one...

    published: 15 Jan 2018
  • Business Excellent in Wealth Management | Chapter 4: Technology and Digitalisation

    Professional Wealth Management Perspectives in association with the Malta Financial Services Authority (MFSA) and FinanceMalta Business Excellent in Wealth Management Chapter 4: Improving the client experience through technology and digitalisation Moderated by: Yuri Bender (PWM) Featuring: Raffael Gasser - COO, International Wealth Management Europe, Credit Suisse Paul Kearney - Head of Private Banking, Kleinwort Hambros Andrew Waldren - COO, Sandaire Private Investment Office Joe Bannister - Chairman, MFSA Kenneth Farrugia - Chairman, FinanceMalta Ian Tait - Partner, Private Investment Office, London & Capital Alex Fray - Group CEO, Boston Multi-Family Office

    published: 15 Apr 2018
  • Business Excellent in Wealth Management | Chapter 2: Creating efficient financial hubs

    Professional Wealth Management Perspectives in association with the Malta Financial Services Authority (MFSA) and FinanceMalta Business Excellent in Wealth Management Chapter 2: Creating efficient financial hubs Moderated by: Yuri Bender (PWM) Featuring: Raffael Gasser - COO, International Wealth Management Europe, Credit Suisse Paul Kearney - Head of Private Banking, Kleinwort Hambros Andrew Waldren - COO, Sandaire Private Investment Office Joe Bannister - Chairman, MFSA Kenneth Farrugia - Chairman, FinanceMalta Ian Tait - Partner, Private Investment Office, London & Capital Alex Fray - Group CEO, Boston Multi-Family Office

    published: 15 Apr 2018
  • Business Excellent in Wealth Management | Chapter 3: Outsourcing and cost evaluation

    Professional Wealth Management Perspectives in association with the Malta Financial Services Authority (MFSA) and FinanceMalta Business Excellent in Wealth Management Chapter 3: Outsourcing and cost evaluation Moderated by: Yuri Bender (PWM) Featuring: Raffael Gasser - COO, International Wealth Management Europe, Credit Suisse Paul Kearney - Head of Private Banking, Kleinwort Hambros Andrew Waldren - COO, Sandaire Private Investment Office Joe Bannister - Chairman, MFSA Kenneth Farrugia - Chairman, FinanceMalta Ian Tait - Partner, Private Investment Office, London & Capital Alex Fray - Group CEO, Boston Multi-Family Office

    published: 15 Apr 2018
  • How To Develop A Practice With Professional Athletes

    Ed Butowsky, top wealth manager in Dallas, Fox News Financial Advisor, and managing partner of Chapwood Investment Management, joins Investment News to discusses the importance of managing your investment portfolios and how to develop a practice with professional athletes. Follow on Twitter @EdButowsky LIKE on Facebook at http://fb.me/edbutowskypub

    published: 04 Dec 2016
  • Linda Mack - Family Office, Wealth Management, and Investment Executive Search Firm

    Linda C. Mack Founder and President Linda C. Mack is the Founder and President of Mack International, LLC, a boutique firm that specializes in providing retained executive search and strategic human capital consulting services to family office and wealth management industry clients. Clients include single and multi-client family offices and the full spectrum of professional wealth management advisory firms. Visit us at: http://www.mackinternational.com/

    published: 17 Nov 2016
  • 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
  • Wealth Planning for the Young Professional

    Wealth Planning for the Young Professional. In this 6 minute video, Sarah Lord, a Chartered and Certified Financial Planner will cover repaying student debt, building an emergency fund, saving for a deposit for your first home and saving for retirement. For more information visit http:www.killik.com/wealth-planning or call 020 7337 0777.

    published: 21 Dec 2012
  • DeMontfort Professional Wealth Management

    This is a short introduction to DeMontfort Professional Wealth management and the services they provide.

    published: 18 May 2012
  • Avanti Wealth Management - Financial challenges of a modern day professional footballer

    In this video we discuss the financial challenges of a modern day professional footballer, and how to avoid some of these pitfalls.

    published: 06 May 2016
  • What is Wealth Management?

    In its simplest form, wealth management comprises three phases: 1. Using a consultative process to establish close relationships with clients. 2. Offering customised choices and solutions designed to fit each individual's needs. 3. Delivering these customised solutions in close consultation with clients and their other professional advisors. -- Created using PowToon -- Free sign up at http://www.powtoon.com/ . Make your own animated videos and animated presentations for free. PowToon is a free tool that allows you to develop cool animated clips and animated presentations for your website, office meeting, sales pitch, nonprofit fundraiser, product launch, video resume, or anything else you could use an animated explainer video. PowToon's animation templates help you create animated pre...

    published: 27 Jan 2014
  • Professional Wealth Management (SageFinancialAdvice.co.uk)

    http://sagefinancialadvice.co.uk/ Here's me, Rizwan Sabir, offering you professional wealth management from Sage Financial Advice. Get a free initial consultation for quality advice today by calling 0800 023 5786 Alternatively, you can complete a form at http://sagefinancialadvice.co.uk/

    published: 08 Jul 2014
  • Advantages of Hiring Professional Wealth Management Services

    Not everyone can manage their wealth the right way and as a result, they end up utilizing all their savings and have nothing left for their retirement period. Visit Website http://www.solidrockwealth.com For More Details Contact Us.

    published: 27 Feb 2017
  • Wealth Management Solution (Medical Professional)

    published: 29 Jan 2016
  • Moving Upwards Professionally in Private Wealth Management

    WSO Video Library (100+ full webinars): http://www.wallstreetoasis.com/wall-street-videos Interview Guides: http://www.wallstreetoasis.com/guide-to-finance-interviews WSO Resume Review: http://www.wallstreetoasis.com/wso-finance-resume-review WSO Mentors: http://www.wallstreetoasis.com/wall-street-mentors-finance-mock-interviews WSO Events: http://www.wallstreetoasis.com/events

    published: 12 Sep 2015
  • Professional Advisors Gain Advantage With Wealth Management Software Aspida360

    http://www.aspida360.com/ Aspida360 1340 Smith Avenue Suite 200 Baltimore, MD 21209 info@aspida360.com

    published: 09 Jan 2017
  • 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
  • Wealth Management for Professional Athletes

    Family Office expert, Richard C. Wilson, speaks about the trends in wealth management for professional athletes.

    published: 05 Sep 2017
  • Medical Professionals - Good Wealth Management

    published: 05 May 2014
  • Dan Eagan: Knowing the Score: Wealth Planning for Professional Athletes

    Dan Eagan, Head of Global Wealth Management, Bernstein Global Wealth Management http://www.iijournals.com/doi/abs/10.3905/jwm.2011.14.2.032 The Journal of Wealth Management Institutional Investor Journals Professional athletes may suddenly find themselves well off, but often their spending, saving, and gifting goals pull them in many directions simultaneously. Systematic, quantitative wealth planning that matches objectives with individual circumstances is critical in defining, evaluating, and realizing the athlete's financial blueprint. The preferred methodology is combining behavioral goals-based investing with the efficiency of "modern portfolio theory," which can reinforce each other symbiotically: The key is to separate core-capital requirements—what the athlete will need to sup...

    published: 10 Mar 2012
developed with YouTube
Introducing WMCP™ | Wealth Management Certified Professional
3:01

Introducing WMCP™ | Wealth Management Certified Professional

  • Order:
  • Duration: 3:01
  • Updated: 07 Sep 2017
  • views: 2911
videos
The WMCP™ delivers an advanced specialization in personal wealth and investment management unlike any other professional credential available today. Moving beyond simple investment management, the WMCP™ helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships. WMCP™ is designed for advisors serving a global marketplace where mass-affluent and high-net-worth individuals seek professionals with a true understanding of their unique needs and goals. https://www.theamericancollege.edu/designations-degrees/wmcp
https://wn.com/Introducing_Wmcp™_|_Wealth_Management_Certified_Professional
Why You Need Professional Wealth Management
4:03

Why You Need Professional Wealth Management

  • Order:
  • Duration: 4:03
  • Updated: 19 Jun 2014
  • views: 48
videos
https://wn.com/Why_You_Need_Professional_Wealth_Management
CryptoCurrencies like Ethereum, Bitcoin explained from a professional Wealth Manager
0:48

CryptoCurrencies like Ethereum, Bitcoin explained from a professional Wealth Manager

  • Order:
  • Duration: 0:48
  • Updated: 15 Aug 2017
  • views: 2134
videos
Want to trade Bitcoin? Don't get confused about Bitcoin, Ethereum, Altcoin, Bitcoin Cash ... Learn about Crypto Currencies from a Swiss registered Wealth Management Company. Join the free Webinar. (TIP: It is about fundamental value). Free Webinar at https://app.webinarjam.net/register/32928/a8cde8799f
https://wn.com/Cryptocurrencies_Like_Ethereum,_Bitcoin_Explained_From_A_Professional_Wealth_Manager
Private Wealth Management Careers at Goldman Sachs
3:18

Private Wealth Management Careers at Goldman Sachs

  • Order:
  • Duration: 3:18
  • Updated: 31 Oct 2012
  • views: 53425
videos
See how a career in Private Wealth Management offers you an entrepreneurial environment to help clients turn opportunities into successes.
https://wn.com/Private_Wealth_Management_Careers_At_Goldman_Sachs
ASK Upper Crest Wealth Series || Need for a Professional Wealth Manager || CNBC TV18
19:48

ASK Upper Crest Wealth Series || Need for a Professional Wealth Manager || CNBC TV18

  • Order:
  • Duration: 19:48
  • Updated: 15 Jan 2018
  • views: 176
videos
ASK Upper Crest Wealth Series in association with CNBC TV18 organised a congregation of the country's High Net Worth Individuals. Eminent entrepreneurs narrated their success stories and the importance of wealth management was highlighted throughout. CNBC-TV18 is India's No.1 Business medium and the undisputed leader in business news. The channel's benchmark coverage extends from corporate news, financial markets coverage, expert perspective on investing and management to industry verticals and beyond. CNBC-TV18 has been constantly innovating with new genres of programming that helps make business more relevant to different constituencies across India. India's most able business audience consumes CNBC-TV18 for their information & investing needs. This audience is highly diversified at one level comprising of key groups such as business leaders, professionals, retail investors, brokers and traders, intermediaries, self-employed professionals, High Net Worth individuals, students and even homemakers but shares a distinct commonality in terms of their spirit of enterprise. Subscribe to our Channel: https://www.youtube.com/user/CNBCTV18 Like us on Facebook: https://www.facebook.com/cnbctv18india/ Follow us on Twitter: https://twitter.com/CNBCTV18News Website: http://www.moneycontrol.com/cnbctv18/
https://wn.com/Ask_Upper_Crest_Wealth_Series_||_Need_For_A_Professional_Wealth_Manager_||_Cnbc_Tv18
Business Excellent in Wealth Management | Chapter 4: Technology and Digitalisation
3:51

Business Excellent in Wealth Management | Chapter 4: Technology and Digitalisation

  • Order:
  • Duration: 3:51
  • Updated: 15 Apr 2018
  • views: 4
videos
Professional Wealth Management Perspectives in association with the Malta Financial Services Authority (MFSA) and FinanceMalta Business Excellent in Wealth Management Chapter 4: Improving the client experience through technology and digitalisation Moderated by: Yuri Bender (PWM) Featuring: Raffael Gasser - COO, International Wealth Management Europe, Credit Suisse Paul Kearney - Head of Private Banking, Kleinwort Hambros Andrew Waldren - COO, Sandaire Private Investment Office Joe Bannister - Chairman, MFSA Kenneth Farrugia - Chairman, FinanceMalta Ian Tait - Partner, Private Investment Office, London & Capital Alex Fray - Group CEO, Boston Multi-Family Office
https://wn.com/Business_Excellent_In_Wealth_Management_|_Chapter_4_Technology_And_Digitalisation
Business Excellent in Wealth Management | Chapter 2: Creating efficient financial hubs
6:05

Business Excellent in Wealth Management | Chapter 2: Creating efficient financial hubs

  • Order:
  • Duration: 6:05
  • Updated: 15 Apr 2018
  • views: 2
videos
Professional Wealth Management Perspectives in association with the Malta Financial Services Authority (MFSA) and FinanceMalta Business Excellent in Wealth Management Chapter 2: Creating efficient financial hubs Moderated by: Yuri Bender (PWM) Featuring: Raffael Gasser - COO, International Wealth Management Europe, Credit Suisse Paul Kearney - Head of Private Banking, Kleinwort Hambros Andrew Waldren - COO, Sandaire Private Investment Office Joe Bannister - Chairman, MFSA Kenneth Farrugia - Chairman, FinanceMalta Ian Tait - Partner, Private Investment Office, London & Capital Alex Fray - Group CEO, Boston Multi-Family Office
https://wn.com/Business_Excellent_In_Wealth_Management_|_Chapter_2_Creating_Efficient_Financial_Hubs
Business Excellent in Wealth Management | Chapter 3: Outsourcing and cost evaluation
5:18

Business Excellent in Wealth Management | Chapter 3: Outsourcing and cost evaluation

  • Order:
  • Duration: 5:18
  • Updated: 15 Apr 2018
  • views: 2
videos
Professional Wealth Management Perspectives in association with the Malta Financial Services Authority (MFSA) and FinanceMalta Business Excellent in Wealth Management Chapter 3: Outsourcing and cost evaluation Moderated by: Yuri Bender (PWM) Featuring: Raffael Gasser - COO, International Wealth Management Europe, Credit Suisse Paul Kearney - Head of Private Banking, Kleinwort Hambros Andrew Waldren - COO, Sandaire Private Investment Office Joe Bannister - Chairman, MFSA Kenneth Farrugia - Chairman, FinanceMalta Ian Tait - Partner, Private Investment Office, London & Capital Alex Fray - Group CEO, Boston Multi-Family Office
https://wn.com/Business_Excellent_In_Wealth_Management_|_Chapter_3_Outsourcing_And_Cost_Evaluation
How To Develop A Practice With Professional Athletes
4:51

How To Develop A Practice With Professional Athletes

  • Order:
  • Duration: 4:51
  • Updated: 04 Dec 2016
  • views: 150
videos
Ed Butowsky, top wealth manager in Dallas, Fox News Financial Advisor, and managing partner of Chapwood Investment Management, joins Investment News to discusses the importance of managing your investment portfolios and how to develop a practice with professional athletes. Follow on Twitter @EdButowsky LIKE on Facebook at http://fb.me/edbutowskypub
https://wn.com/How_To_Develop_A_Practice_With_Professional_Athletes
Linda Mack - Family Office, Wealth Management, and Investment Executive Search Firm
4:47

Linda Mack - Family Office, Wealth Management, and Investment Executive Search Firm

  • Order:
  • Duration: 4:47
  • Updated: 17 Nov 2016
  • views: 325
videos
Linda C. Mack Founder and President Linda C. Mack is the Founder and President of Mack International, LLC, a boutique firm that specializes in providing retained executive search and strategic human capital consulting services to family office and wealth management industry clients. Clients include single and multi-client family offices and the full spectrum of professional wealth management advisory firms. Visit us at: http://www.mackinternational.com/
https://wn.com/Linda_Mack_Family_Office,_Wealth_Management,_And_Investment_Executive_Search_Firm
Fundamentals of Wealth Management
53:14

Fundamentals of Wealth Management

  • Order:
  • Duration: 53:14
  • Updated: 07 May 2012
  • views: 61431
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
Wealth Planning for the Young Professional
6:43

Wealth Planning for the Young Professional

  • Order:
  • Duration: 6:43
  • Updated: 21 Dec 2012
  • views: 543
videos
Wealth Planning for the Young Professional. In this 6 minute video, Sarah Lord, a Chartered and Certified Financial Planner will cover repaying student debt, building an emergency fund, saving for a deposit for your first home and saving for retirement. For more information visit http:www.killik.com/wealth-planning or call 020 7337 0777.
https://wn.com/Wealth_Planning_For_The_Young_Professional
DeMontfort Professional Wealth Management
1:23

DeMontfort Professional Wealth Management

  • Order:
  • Duration: 1:23
  • Updated: 18 May 2012
  • views: 157
videos
This is a short introduction to DeMontfort Professional Wealth management and the services they provide.
https://wn.com/Demontfort_Professional_Wealth_Management
Avanti Wealth Management  - Financial challenges of a modern day professional footballer
3:46

Avanti Wealth Management - Financial challenges of a modern day professional footballer

  • Order:
  • Duration: 3:46
  • Updated: 06 May 2016
  • views: 214
videos
In this video we discuss the financial challenges of a modern day professional footballer, and how to avoid some of these pitfalls.
https://wn.com/Avanti_Wealth_Management_Financial_Challenges_Of_A_Modern_Day_Professional_Footballer
What is Wealth Management?
2:43

What is Wealth Management?

  • Order:
  • Duration: 2:43
  • Updated: 27 Jan 2014
  • views: 2647
videos
In its simplest form, wealth management comprises three phases: 1. Using a consultative process to establish close relationships with clients. 2. Offering customised choices and solutions designed to fit each individual's needs. 3. Delivering these customised solutions in close consultation with clients and their other professional advisors. -- Created using PowToon -- Free sign up at http://www.powtoon.com/ . Make your own animated videos and animated presentations for free. PowToon is a free tool that allows you to develop cool animated clips and animated presentations for your website, office meeting, sales pitch, nonprofit fundraiser, product launch, video resume, or anything else you could use an animated explainer video. PowToon's animation templates help you create animated presentations and animated explainer videos from scratch. Anyone can produce awesome animations quickly with PowToon, without the cost or hassle other professional animation services require.
https://wn.com/What_Is_Wealth_Management
Professional Wealth Management (SageFinancialAdvice.co.uk)
1:08

Professional Wealth Management (SageFinancialAdvice.co.uk)

  • Order:
  • Duration: 1:08
  • Updated: 08 Jul 2014
  • views: 2
videos
http://sagefinancialadvice.co.uk/ Here's me, Rizwan Sabir, offering you professional wealth management from Sage Financial Advice. Get a free initial consultation for quality advice today by calling 0800 023 5786 Alternatively, you can complete a form at http://sagefinancialadvice.co.uk/
https://wn.com/Professional_Wealth_Management_(Sagefinancialadvice.Co.Uk)
Advantages of Hiring Professional Wealth Management Services
1:00

Advantages of Hiring Professional Wealth Management Services

  • Order:
  • Duration: 1:00
  • Updated: 27 Feb 2017
  • views: 1
videos
Not everyone can manage their wealth the right way and as a result, they end up utilizing all their savings and have nothing left for their retirement period. Visit Website http://www.solidrockwealth.com For More Details Contact Us.
https://wn.com/Advantages_Of_Hiring_Professional_Wealth_Management_Services
Wealth Management Solution (Medical Professional)
2:41

Wealth Management Solution (Medical Professional)

  • Order:
  • Duration: 2:41
  • Updated: 29 Jan 2016
  • views: 2
videos
https://wn.com/Wealth_Management_Solution_(Medical_Professional)
Moving Upwards Professionally in Private Wealth Management
5:37

Moving Upwards Professionally in Private Wealth Management

  • Order:
  • Duration: 5:37
  • Updated: 12 Sep 2015
  • views: 264
videos
WSO Video Library (100+ full webinars): http://www.wallstreetoasis.com/wall-street-videos Interview Guides: http://www.wallstreetoasis.com/guide-to-finance-interviews WSO Resume Review: http://www.wallstreetoasis.com/wso-finance-resume-review WSO Mentors: http://www.wallstreetoasis.com/wall-street-mentors-finance-mock-interviews WSO Events: http://www.wallstreetoasis.com/events
https://wn.com/Moving_Upwards_Professionally_In_Private_Wealth_Management
Professional Advisors Gain Advantage With Wealth Management Software   Aspida360
1:09

Professional Advisors Gain Advantage With Wealth Management Software Aspida360

  • Order:
  • Duration: 1:09
  • Updated: 09 Jan 2017
  • views: 7
videos
http://www.aspida360.com/ Aspida360 1340 Smith Avenue Suite 200 Baltimore, MD 21209 info@aspida360.com
https://wn.com/Professional_Advisors_Gain_Advantage_With_Wealth_Management_Software_Aspida360
What is WEALTH MANAGEMENT? What does WEALTH MANAGEMENT mean? WEALTH MANAGEMENT meaning
7:05

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

  • Order:
  • Duration: 7:05
  • Updated: 23 Apr 2017
  • views: 3040
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
Wealth Management for Professional Athletes
1:42

Wealth Management for Professional Athletes

  • Order:
  • Duration: 1:42
  • Updated: 05 Sep 2017
  • views: 63
videos
Family Office expert, Richard C. Wilson, speaks about the trends in wealth management for professional athletes.
https://wn.com/Wealth_Management_For_Professional_Athletes
Medical Professionals - Good Wealth Management
2:39

Medical Professionals - Good Wealth Management

  • Order:
  • Duration: 2:39
  • Updated: 05 May 2014
  • views: 48
videos
https://wn.com/Medical_Professionals_Good_Wealth_Management
Dan Eagan: Knowing the Score: Wealth Planning for Professional Athletes
4:43

Dan Eagan: Knowing the Score: Wealth Planning for Professional Athletes

  • Order:
  • Duration: 4:43
  • Updated: 10 Mar 2012
  • views: 383
videos
Dan Eagan, Head of Global Wealth Management, Bernstein Global Wealth Management http://www.iijournals.com/doi/abs/10.3905/jwm.2011.14.2.032 The Journal of Wealth Management Institutional Investor Journals Professional athletes may suddenly find themselves well off, but often their spending, saving, and gifting goals pull them in many directions simultaneously. Systematic, quantitative wealth planning that matches objectives with individual circumstances is critical in defining, evaluating, and realizing the athlete's financial blueprint. The preferred methodology is combining behavioral goals-based investing with the efficiency of "modern portfolio theory," which can reinforce each other symbiotically: The key is to separate core-capital requirements—what the athlete will need to support his lifestyle—from excess capital, which can be put to discretionary uses. Working with an advisory team of professionals that includes an investment expert will increase the likelihood of the athlete satisfying both his needs and wants—or, conversely, deferring some of his goals until certain milestones are met.
https://wn.com/Dan_Eagan_Knowing_The_Score_Wealth_Planning_For_Professional_Athletes
×