Tag: asset management

Asset management as an industry is becoming increasingly important for a variety of reasons: The world is getting wealthier, driven by growth in emerging markets. The growing middle class in China and India means that millions of people are purchasing wealth products, while new millionaires and billionaires are looking for high net worth wealth solutions […]

Retail Wealth Management Retail investors are everyday investors without much buyer power. Generally, retail investors are individual investors with liquid investable assets of less than $1 million – although the allure of a more bespoke investment counsel is not compelling until $5 million. The retail business comes with the highest fees, so at least on […]

Characteristics of Asset Management Firms Most major asset managers are conservative with their use of leverage. There are a couple of reasons for this: Asset managers can see cash flow and earnings fluctuate wildly with markets. For instance, with an AUM of $100 billion and average fees of 1%, the asset manager has $1 billion […]

Asset managers are institutions that ‘manage money’ on behalf of certain beneficiaries. What does this mean exactly? Well, asset managers aim to understand client investment objectives and invest client funds in a variety of financial products and asset classes. These asset classes can include public equities/stocks, fixed income/bonds, money markets, commodities, infrastructure, real estate and […]