Скачать с ютуб Wealth Management Industry Overview - What Do Wealth Managers Do в хорошем качестве

Wealth Management Industry Overview - What Do Wealth Managers Do

Interested in understanding what wealth managers and private bankers really do? This video will outline the products and services offered by wealth management firms. We’ll cover topics like: investment advisory, benchmark portfolios, the discretionary mandate and execution-only models, and the multi-family office & Outsourced Chief Investment Officer (OCIO) concepts. Key Sections 0:15 - The ‘products’ of wealth management 0:40 - Private bankers vs. wealth managers 0:50 - The different wealth management services 1:36 - Understanding investment advisory 2:10 - Benchmark portfolios explained 2:45 - Discretionary mandate vs. execution-only models 3:50 - Understanding the ancillary services offered by wealth management firms 4:00 - Multi-family office and OCIO services #wealthmanagement #privatebanking #OCIO #MultiFamilyOffice #DiscretionaryMandate #ExecutionOnly #BenchmarkPortfolio #InvestmentAdvisory 📚 This video serves as an excerpt from the Wealth Management Industry Learning Primer, meticulously curated by the digital e-learning content provider, Primerli https://www.primerli.com/. The full module, comprising 10 bite-sized videos and quick quizzes, is tailored to empower professionals to grasp the industry intricacies in under an hour. Did you enjoy the insights shared in this video? Show your appreciation by clicking the "Like" button and sharing it with friends eager to explore the world of Financial Services. Don't miss out on future content – hit "Subscribe" and the bell icon to stay updated with Primerli's latest videos. Questions or feedback about this topic? Leave a comment below! Connect with us on LinkedIn: ✅ Primerli on LinkedIn   / primerli   Curious about Industry Primers? Delve into our article: https://www.primerli.com/blog/industr...