Michigan Business School Finance Club Private Wealth Management.

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Presentation transcript:

Michigan Business School Finance Club Private Wealth Management

Michigan Business School Finance Club2 Private Client Services a.k.a. Private Wealth Management, Financial Planning, Individual Advisory Services, Private Banking Titles: Financial Advisor, Investment Representative, Banker, Wealth Advisor Develop and manage relationships with individual investors Market the investment services of the firm Advise clients on investment opportunities Analyze client portfolios

Michigan Business School Finance Club3 Things to consider Nationally known firms, regional firms, boutiques Highly competitive market Highly fragmented market (2-3%) Typical two year grace period to grow your Book Your own rolodex?

Michigan Business School Finance Club4 Trends in the business Absolute returns versus relative returns Best in class asset management ‘360’ degree client coverage Team based approach More knowledgeable clients Technology Commission to fee based revenue Wrap programs Intermediaries can make it challenging

Michigan Business School Finance Club5 Opportunity Entrepreneurial: run your own business Choose your client base-wealth level Heterogeneous clients Mix of skills—quantitative and qualitative Sales oriented Key differentiator is YOU Hard work but quite rewarding

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