Difference among Relationship, Portfolio & Wealth Manager in banking?
AUGUST 3, 2019
The Portfolio Manager is a specialist who offers his services in advising the WM clients on making investments and managing their portfolios for a fixed fee. Their advice is very popular since they cut-across the equity markets and IB areas. They manage the wealth portfolio and charge a fixed fee for their advice and services like portfolio management, managed-account services, investment accounts and such.