Financial Industry

The 18 Firsts of a Wealth Manager

The 18 Firsts of a Wealth Manager Getting into the financial industry is exciting.  To be able to advise clients on what to do with their...

7 Popular Investment Jobs in Wealth Management

7 Popular Investment Jobs in Wealth Management If you want to build a career in Wealth Management related to investments, what job should you go for? ...

How Do You Start Advising Clients in Your New Job?

How Do You Start Advising Clients in Your New Job? If you are a new wealth advisor or just got onboard a new firm, how should you start...

How do you Succeed as a Personal Banker? Part 2

How do you Succeed as a Personal Banker? Part 2 Continued from Part 1: You already did Recognise a Personal Banker has Junior Advisory Skills ...

When Should You Join Independent Financial Advisory?

When Should You Join Independent Financial Advisory? For experienced Financial Advisors, Personal Bankers, Priority Bankers, Private Bankers, getting into an Independent Financial Advisory (IFA) firm...

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...

How do you Succeed as a Personal Banker? Part 1

How do you Succeed as a Personal Banker? Part 1 No.1 You already did. You already did, if you are already a Personal Banker. You had...

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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...

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...

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...

14 Ways an Economist Says I Love You

If you can understand all 14 ways, you must be pretty good in Economics. Way No. 1 Fundamentals: Long/Short, Poetry, Graphs Way No. 2 Fundamentals: Credit Risks, Credit...

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