Are you a CEO, Entrepreneur, UHNW, HNW or Professional Investor searching for $3 million to $300 million financial services? Find corporate banks, private banks, loans, capital and more at The Financial Centre | TFC. Register here for private access.Spending millions and months searching for $3 million to $300 million clients. Finding clients just got easier. Let CEOs & Entrepreneurs and UHNWs & HNWs find you in seconds. Learn moreManaging, investing and advising millions & billions of assets in Asia? Join more than 10,000 ++ leading financial professionals at Caproasia.com | Become a Caproasia user here or sign up for Newsletter here and join 6,000 ++ leading financial professionals.Caproasia.com is the leading platform for information, data, research and resource for the financial industry in Asia. Collectively, they manage more than $20 trillion assets in Asia in Investments, Fund Management, Asset Management, Private Banking, Wealth Management, Multi-Family Office, Family Office, Private Equity and Hedge Funds.
Career 101: Financial Institution
Now you know a little bit more about the wealth management and financial industry in Singapore, which is pretty big, you would want to know how do you fit in? Where do you join?
The first financial institution that comes to your mind is likely banking. Banks such as DBS Bank, OCBC Bank, Citibank & HSBC Bank. Fortunately, the wealth management industry comprises more than just banks.
Many wealth managers are in insurance companies or agencies, independent financial advisory firms, brokerage firms & fund management companies. These 5 types of financial institutions are the largest hirers of wealth managers and related wealth management roles.
There are also many other related wealth management companies:
Asset Management Firms
Family Offices
Finance Co.
Trust Services
Estate Services
Tax & Legal
Custodian Services
Corporate Secretarial Services
Asset Management firms and family offices are also a major part of the wealth management industry. Asset management firms can organise and structure assets for clients. They can also be engaging in Private Equity, Venture Capital, Real Estate or other asset related activities.
Another example: All Unit Trusts are managed by a trustee. A trustee oversee the fiduciary management of the funds. This protect the Unit Trust holders by having an independent & trusted entity to oversee the funds movements, accounting and with the fund manager acting within the agreed mandate. This service is offered by trust companies.
Are you a CEO, Entrepreneur, UHNW, HNW or Professional Investor searching for $3 million to $300 million financial services? Find corporate banks, private banks, loans, capital and more at The Financial Centre | TFC. Register here for private access.Spending millions and months searching for $3 million to $300 million clients. Finding clients just got easier. Let CEOs & Entrepreneurs and UHNWs & HNWs find you in seconds. Learn moreManaging, investing and advising millions & billions of assets in Asia? Join more than 10,000 ++ leading financial professionals at Caproasia.com | Become a Caproasia user here or sign up for Newsletter here and join 6,000 ++ leading financial professionals.Caproasia.com is the leading platform for information, data, research and resource for the financial industry in Asia. Collectively, they manage more than $20 trillion assets in Asia in Investments, Fund Management, Asset Management, Private Banking, Wealth Management, Multi-Family Office, Family Office, Private Equity and Hedge Funds.
