Financial Industry

How do you become a Priority Banker?

How do you become a Priority Banker? Becoming a Priority Banker isn’t easy, compared to getting into banks as a Personal Banker.  Most Priority Bankers started...

How Clients Make Decisions on their Wealth and Investments

How Clients Make Decisions on their Wealth and Investments When it comes to managing hundreds of millions and billions of assets, institutional clients or corporate...

10 Dangers Wealth Managers Face in their Career

10 Dangers Wealth Managers Face in their Career When the economy is booming and income is rising, like stockbrokers and real estate specialists, wealth managers manage...

What Private Bankers Have to Deal With?

What Private Bankers Have to Deal With? Are you a Private Banker or aspiring to be one?  Do Private Bankers spend their time talking to Jack...

What is a Relationship Manager?

What is a Relationship Manager? As the name speaks for itself, Relationship Managers represent the bank or financial institution and manage relationships with clients. In Wealth...

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,...

What do you do after Personal Banking?

What do you do after Personal Banking? If you like what you are doing as a Personal Banker, the next career move could be a Priority...

Why More than 50% of Personal Bankers Quit in 9 Months

Why More than 50% of Personal Bankers Quit in 9 Months Becoming a Personal Banker is a good career for many new graduates. You get...

10 Questions Every Client Will Ask Every Year-End

10 Questions Every Client Will Ask Every Year End For most in the financial industry, the year-end means reconciliation, reviewing and reporting.  For the deal-makers, the year-end...

Where Should You Work if Your Client Gives You $100 Million?

Where Should You Work if Your Client Gives You $100 Million? If you are lucky enough to have your client, dearest friend or family member deciding to give you...

How to survive as a Priority Banker?

How to survive as a Priority Banker? 50% of Priority Bankers quit in 15 months.  The biggest reason?  The quality of portfolio. 50% of Priority Bankers...

Financial Advisory

Find Corporate Banks | Private Banks | Loans | Capital | Investments | Services

CEOs & Entrepreneurs | UHNWs & HNWs | Professional Investors | Financial Professionals
Corporate Bank | Private Bank | Private Wealth | EAM | | Family Office | Hedge Fund | Boutique Funds | Private Equity | Boutique Advisory 

Visit TFC

Data | Research

Global Rich List 2017 – Hurun Report

Global Rich List 2017 - Hurun Report There are 2,257 Billionaires in the world, with 69 new billionaires in 2016.  Hurun Research published the Global Rich...

Reuters in 60 Seconds

Reuters in 60 Seconds Introduction Thomson Reuters is the world’s source of intelligent information for businesses and professionals.  On 17th April 2008, Thomson Corporation purchase British-based...

Wealth-X University UHNW Alumni Rankings 2017

Wealth-X University UHNW Alumni Rankings 2017  Wealth-X presents the University Ultra High Net Worth Alumni Rankings 2017, a new study that ranks global universities by...

Rethinking Private Banking in Asia-Pacific: An EY Discussion Paper for Bank Executives

Rethinking Private Banking in Asia-Pacific: An EY Discussion Paper for Bank Executives Poised at the center of the world’s fastest growing and soon-to be largest...

Bloomberg in 60 Seconds

Bloomberg in 60 Seconds Introduction Bloomberg powers the global financial market.  It is one of the world’s leading financial information & technology company. Bloomberg L.P. is a...

The Insider

The Insider: Exclusive Insights into the Global Economic and Market Outlook...

The Insider: Exclusive Insights into the Global Economic and Market Outlook for 2017 by Vanguard On 11th January 2017, Vanguard Group, the world's 2nd largest...

Movies