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Wealth Management Solutions – An Overview
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Wealth Management Solutions – An Overview


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  • 1. WEALTH MANAGEMENT SOLUTIONS – AN OVERVIEW Prepared by: Tapabroto Ray Chaudhuri MBA (Finance) Semester – 3 Roll No: 6
  • 2. What is it exactly ???
    • Wealth management as a concept originated in the year 1990’s in the US. Essentially it is the investment advisory covering financial planning that provides individuals with private banking / asset management / taxation advisory and portfolio management. Among the above services, portfolio management is generic and the rest are highly customized.
    • Investment was restricted to real estate, bonds, fixed income and gold.
    • The opening up of equity markets has caught the imagination of the masses.
    • While further development and transparency have created a surge in the user base.
    • Need to manage the wealth by a specialist was felt and this created the concept of Wealth Managers.
  • 4. So who are wealth managers ????
    • Wealth managers are essentially individuals who are trained in the aspects of financial planning. This enables them to address the needs of the individual by combining his individual ability with the product and market knowledge of his firm.
  • 5. Does technology play a part ????
    • Wealth managers are becoming increasingly aware of the potential of the online (platform) with overall structure of their advisory offerings.
    • There are few wealth management firms and platforms using internet as a medium for meeting client’s demands.
    • Wealth management tools and online solutions can extend.
    • It can also provide a complimentary solution to the current structure of the global wealth management (traditional practices).
  • 6. What does online wealth mgt solutions bring to the table
    • Our Solution has been built for the investor hence keeping in view his needs. This itself is a big differential as most other online solutions are customized to the needs of the wealth management firm. From a users point of view this means that migrating from one firm to the other does not affect the way the tools tend to handle his portfolio.
  • 7. Other benefits include
    • Flexibility of managing wealth via the internet or mobile
    • Neutral Portfolio valuation
    • Performance evaluation via the internet and mobile
    • Ability to sync existing portfolios and applications
    • Hands free and micro-management free approach
    • Cue based system for involvement only based on alerts.
  • 8. Client segmentation and management
    • Target clients of Wealth Management are typically known as "High Net Worth Individuals" or "Mass Affluent" retail banking customers. Many banks define these target clients as having a minimum Net Worth or Asset Base which make them attractive customers for retail banks. Target clients in this space typically have a net worth (or positive asset base) of somewhere from between US $150,000 and US $1,000,000 ($1 million). Whereas Private Banking clients typically have a net worth of greater than US $1,000,000 but increasingly expectations are around US $5,000,000 ($5 million).
  • 9. Products & services
    • Products:
    • Stocks and Stock Trading
    • Equity Linked Investment
    • Structure Savings Product
    • Structured Investment Products and Derivatives
    • Foreign Exchange
    • Mutual Funds and Unit Trusts
    • Property Management and Investments
    • Alternative Investments including:
      • Art
      • Wine
      • Precious metals
      • Property
  • 10.
    • Services:
    • Portfolio Management and Portfolio Rebalancing
    • Investment Management and Strategies
    • Trust and Estate Management
    • Private Banking and Financing
    • Tax Advice
    • Family Office Structures
  • 11. Solution illustrated overview PRIVACY+SECURITY Collateralised Banking Facilities LIQUIDITY TAX FREE GROWTH Global Income Personal Account Investment Bond Global Funds Global Equities Global Bonds Living Expenses
  • 12.  
  • 13. conclusion
    • The products cover the main concerns of the investors: Security, Confidentiality, Control, Access and Liquidity, Diversification, Growth and Tax efficiency.
    • The services utilise the abilities of the world’s most secure institutions, as well as the most respected niche players and at the same time spreading client risk even further.
    • The Investor relationship is based on the premise that it work for their growth. Having the income dependant on theirs, ensures that the focus is purely on the investors financial growth.
  • 14. THANK YOU…