10 Famous Quotes from George Soros
Investing
If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.
Right or Wrong
It is not whether you...
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...
What is an Investment Advisor?
What is an Investment Advisor?
An Investment advisor provides investment and portfolio advice and is the main source of financial market info and economic trends...
What is a Treasury Specialist?
What is a Treasury Specialist?
A Treasury Specialist provides treasury advice on foreign exchange and interest rates through spots, forwards and options to clients and...
7 Top Global Accreditations for Wealth Management
CFA
Chartered Financial Analyst
Coverage: Investment Management, Financial Analysis, Stocks, Bonds, Derivatives
Awarded by: CFA Institute
Origin: United States
Members: 120,000 (2014)
To be awarded the CFA charter, the candidate...
Where can you start as a Wealth Manager in Banking?
Where can you start as a Wealth Manager in Banking?
Banking
Joining the bank is a lucrative and glamorous career after graduation. The names of JP...
What are the challenges of an Investment Advisor?
What are the challenges of an Investment Advisor?
From spotting the next biggest Initial Public Offerings (IPO) to anticipating the next financial crisis, Investment Advisors...
Should you build a Career in Mass Market, Affluent, HNW or UHNW?
Should you build a Career in Mass Market, Affluent, HNW or UHNW?
For many aspiring and existing wealth professionals, career decisions tend to be focused on career trends,...
Top 5 Financial Movies in 2015
Top 5 Financial Movies in 2015
What is an E-Magazine for Wealth Managers without entertainment? For this festive season, we list the top 5 financial movies...
The 6 people that make a Strong Wealth Management Team
The 6 people that make a Strong Wealth Management Team
The Pilot works with the Co-Pilot and the crew members (stewards and stewardess) while the Doctor works with the...
