3 Important Knowledge to Have as a Wealth Manager

3 Important Knowledge to Have as a Wealth Manager What is Wealth Management? What exactly does a Wealth Manager do?  Do you have a perfect...

7 Ways Top Wealth Managers Create Value for Clients using Loans, Credit & Leverage

7 Ways Top Wealth Managers create Value for Clients using Loans, Credit & Leverage Most clients request for borrowing advice and facilities only when they need...

List of Global Top 50 Fund Management Firms 2016

List of Global Top 50 Fund Management Firms 2016 In 2016, the global top 50 Fund Management firms have a combined asset of $53.58 trillion...

Which Financial Products Are Portable?

Which Financial Products Are Portable? As a Financial Advisor or Wealth Manager, one of your most important task is to look after your clients' assets. This means you will...

Should You Give Portfolio, Investments or Stock Advice?

Should You Give Portfolio, Investments or Stock Advice? Between earning 5% returns on a portfolio and 50% stocks such as Apple or Alibaba, your conversation...

14 Reasons Why Most Portfolio Managers rarely set up their own Fund Management Company?

Why Portfolio Managers rarely set up their own Fund Management Co.? Many dream of becoming the next Benjamin Graham, Warren Buffett, Peter Lynch, Sir John Templeton or...

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...

What Wealth Managers in Singapore Struggle with?

What Wealth Managers in Singapore Struggle with? No. 1 - Compliance Since the collapse of Lehman Brothers in 2008, global regulations on banking had intensified. Basel...

3 Risks Most Struggle to Manage in a Portfolio

3 Risks Most Struggle to Manage in a Portfolio Equities or Bonds?  Unit Trust or Exchange Traded Funds?  Structured Products or Endowment? China or India? Global,...

10 Traits That Make a Great External Wealth Manager

10 Traits That Make a Great External Wealth Manager By Steve Knabl Chief Operating Officer & Managing Partner, Swiss-Asia Holding  Original Article on Linkedin | Published 31st May 2016  Finding a good...