Tag: Bonds
8 Reasons Why Wealth Management has Become Important in Capital Markets
8 Reasons Why Wealth Management has Become Important in Capital Markets
To many, wealth management is a consumer-based business. Private Banking, Financial Planning, Portfolio Management,...
What is Capital Market?
What is Capital Market?
The word capital market rarely appears in the context of Wealth Management. Capital market is often used and described in Investment...
8 Reasons why customers don’t understand the value of Wealth Managers
8 Reasons why Customers don't understand the value of Wealth Managers
How often do you hear from customers:
"Your fees are too expensive, your rates are not...
Reality Check II: So you got your new job as...
Reality Check II: So you got your new job as a Relationship Manager. What is next?
Part 1: Reality Check I
No. 6 Assuming they have...
10 Reasons Why Unit Trust Can Help to Build a Strong...
10 Reasons Why Unit Trust Can Help to Build a Strong Relationship With Clients
No.1 You get to Engage Clients Anytime
You are able to discuss...
8 Reasons Why Dual Currency Can Help to Build a Strong...
8 Reasons Why Dual Currency Can Help to Build a Strong Relationship With Clients
No. 1 You get to Engage Clients Anytime, 24 Hours a...
What is a Priority Banker?
What is a Priority Banker?
A Priority Banker provides banking and financial advice to affluent clients. In most banks, an affluent client is defined by...
10 Popular Job Titles in Wealth Management
Personal Banker
A Personal Banker provides financial advice in a bank. He/She is a junior wealth manager providing financial services to retail customers.
Expertise: Banking, Wealth Management, Investments,...
5 Wealth Management Jobs where you get to Trade often
5 Wealth Management Jobs where you get to Trade often
No. 1 Stock Broker / Dealer / Remisier
The Broker gets to buy & sell stocks...
20 Traders Who Lost More than a Billion
Lost USD 9 Billion in Credit Default Swaps
Year: 2008
Trader: Howie Hubler
Company: Morgan Stanley
Lost USD 7.22 Billion in European Index Futures
Year: 2008
Trader: Jerome Kerviel
Company: Societe Generale
Lost USD 6.69...
