Home Tags Structured Products

Tag: Structured Products

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,...

Should You Be a Wealth or Investment Professional?

Should You Be a Wealth or Investment Professional? Both Wealth Management and Investment Management are highly specialised areas in the financial industry.  Although many enter into...

7 Popular Revenue Models

7 Popular Revenue Models How Do You Charge Your Fees? Do you charge by per transaction or by annual management fee? Which is better?  Which is more...

Why Wealth Managers Struggle with Managing Investments?

Why Wealth Managers Struggle with Managing Investments? Private Bankers manage a few hundred millions to sometimes billions of investment decisions a year.  Most Wealth Managers advise investments...

8 Essential Skills to be a Top Wealth Manager

8 Essential Skills to be a Top Wealth Manager Every year, many enter into the Wealth Management industry, becoming Financial Advisors, Personal Bankers, Priority Bankers, Assistant...

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 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...

Do You Need to Assess the Risks of Financial Product Failures?

Do You Need to Assess the Risks of Financial Product Failures? As an advisor or Wealth Specialist, do you need to assess the risks of...

Is There Career Prospect as a Personal Banker?

Is there Career Prospect as a Personal Banker? Are you a fresh graduate or a few years in your career?  Thinking about switching to the financial...

10 Ways to Manage Your Financial Sales Target

10 Ways to Manage Your Financial Sales Target Managing financial sales target is not easy.  Whether you are fresh out from university or an experienced...