Interested in understanding what wealth managers and private bankers really do? This video will outline the products and services offered by wealth management firms.
We’ll cover topics like: investment advisory, benchmark portfolios, the discretionary mandate and execution-only models, and the multi-family office & Outsourced Chief Investment Officer (OCIO) concepts.
Key Sections
0:15 – The ‘products’ of wealth management
0:40 – Private bankers vs. wealth managers
0:50 – The different wealth management services
1:36 – Understanding investment advisory
2:10 – Benchmark portfolios explained
2:45 – Discretionary mandate vs. execution-only models
3:50 – Understanding the ancillary services offered by wealth management firms
4:00 – Multi-family office and OCIO services
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This video serves as an excerpt from the Wealth Management Industry Learning Primer, meticulously curated by the digital e-learning content provider, Primerli https://www.primerli.com/. The full module, comprising 10 bite-sized videos and quick quizzes, is tailored to empower professionals to grasp the industry intricacies in under an hour.
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