About This File
This Brief Guide to Asset Management was designed to help students and young professionals better understand asset management. It contains four sections:
- Industry overview
- Valuation of asset management firms
- Client segmentation
- Recent trends
The guide was prepared by Jason Oh, a management consultant at Novantas with expertise in scaling profitability for retail banks (consumer / commercial finance) and diversified financial service firms (credit card / asset management / direct bank).
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