Over the past decade, wealth and asset management has undergone more structural change than perhaps any other period in its modern history. Client expectations have shifted, fee pressure has intensified, and the competitive landscape now includes fintechs, digital banks, retail players, and technology companies that were not part of the conversation twenty years ago. At […]
Tag: wealth management
The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Business conducted by each firm varies but the scope of financial services generally includes the following: Asset Management: managing assets and investments for retail and institutional clients such as stocks and bonds, […]
Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management. The role of a wealth manager is […]