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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78
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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

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Why Life Insurers and Asset Managers Must Join Forces to Win

BCG

Article Thursday, December 15, 2016 Life insurers are feeling the squeeze. In their efforts to adapt to this upside-down world, life insurers are focusing on optimizing their investment strategies and operations. How do we manage capital consumption and the volatility of our assets?

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Liquidity Insurance

MishTalk

Nick Nelson, an equity strategist at UBS, said: “ Chief executives and chief financial officers have been battle-scarred by 2008-09, when they couldn’t get financing when they wanted it. Cash Cow Capex Thesis vs. Liquidity Insurance Thesis Nick Nelson has it correct. Cash is just not going to be used for the way Deloitte suggests.

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Asset Management – Industry Overview (Part 1 of 4)

Tom Spencer

Asset managers are institutions that ‘manage money’ on behalf of certain beneficiaries. Well, asset managers aim to understand client investment objectives and invest client funds in a variety of financial products and asset classes. Major traditional asset managers include: Blackrock. Affiliated Managers.

Industry 113
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China Faces "Minsky Moment" on Ponzi Financing

MishTalk

Inquiring minds are tuning into a report on the Ponzi finance setup in China. Our analysis indicates that China’s economy has arrived at that unstable state where speculative and Ponzi finance appear to dominate. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.'

Finance 75
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The Transformative Power of AI in Business

Tom Spencer

For example, in industries like finance and accounting, AI-powered systems can process invoices, perform data entry tasks, and generate financial reports with minimal human intervention. Supply chain management is another area where AI is revolutionizing operations.

Data 147