Difference among Relationship, Portfolio & Wealth Manager in banking?

Imarticus Learning

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.

What are the Best Investment Bank to Work for

Imarticus Learning

With its commitment to diversity and inclusion, this bank provides a range of financial solutions and investment products to some of the top multinational companies, financial institutions and top corporates alike.

What Course Should You Pursue Apart From A CFA To Make A Career In Wealth Management?

Imarticus Learning

Decision making Research Analysts, Portfolio Managers, Wealth Managers, etc. This area is for those individuals who have a corpus and are busy earning while needing someone trustworthy to manage their diverse needs for financial solutions.

2019 52

Knowledge Series: What is Asset Management? And How Does Mutual Fund Structure Work in Asset Management?

Imarticus Learning

In asset management the investors capital is invested in diverse reserves like Bonds, Real Estate, Private Equity etc…, these asset management firms manage plenty of funds for either corporates or individual clients, within the lines of a particular mandate. Asset management companies usually work with many investors and hence are able to diversify their client’s portfolios.

2017 56