helpful for finance specialization students as well as BBA & MBA students can avail.

1. LINKAGE BETWEEN WEALTH
MANAGEMENT & INVESTMENT
BANKING

2. What is Wealth Management?
A career that involves helping clients manage
their assets, including developing and selling
assets. Clients, who can include businesses or
individuals, pay asset managers to help them
manage their investment portfolios.Asset
managers can work for their own practice or
for an investment firm or bank, and they
often work for more than one client at a time.

3. Asset or Wealth manager:
Asset managers are financial professionals
who direct clients on buying and selling
assets based on financial data, marketing
conditions and other factors. Asset managers
are responsible for helping their clients make
the best possible decisions for their
portfolios.

4. Job responsibilities:
The job responsibilities of asset managers
typically include
 risk mitigation
 analyzing market conditions
 meeting with clients
 preparing financial reports and forecasts
 helping clients manage their portfolios.

5. Skills:
Essential skills that asset managers use include
 financial knowledge
 math skills
 negotiation skills
 Communication
 decision-making and analytical thinking.

6. Linkage b/w wealth
management & investment
Banking:
 Investment banking and wealth management
are distinct but related financial services.
They both advise and guide clients to help
them grow their wealth. Investment banking
is specialized work focused on raising capital
or handling finance-related transactions for
institutional clients like governments and
corporations

7. Relationship between IB &
WM:
 Investment bankers sell financial products
and asset managers buy them to manage for
their clients.These two professionals are
often on opposite ends of the same
transaction: An asset manager purchases an
investment product on behalf of their client
from an investment banker

8. Working:
In the case of investment banking,
investment bankers help their clients raise
capital from the market. In the case of
investment management, investment
managers help their clients manage their
money most efficiently by performing
financial analysis, equity research, etc.

9. Wealth management process:

10.  EstablishClient Relationships
In order to get to know you, we will collect relevant financial data, assess your risk tolerance, and
determine your financial goals and needs. All future decisions in the Wealth Management
Process will stem from this information.
 Gather Data
We will identify your principal needs and work with you to prioritize both short- and long-term
goals.
 Analyze Existing Positions
In an "observations meeting," we will assess your current accounts and policies, looking closely for
gaps or inconsistencies.
 Present an Action Plan
Depending on your situation, we will draft a financial plan that may include an Investment Policy
Statement, a thorough retirement income plan, or a detailed action plan.
 Implement Plan
At this stage, we will make specific decisions regarding which financial tools are best for your
situation.
 Ongoing Review and Reporting
The final step in theWealth Management Process involves the ongoing monitoring of your
portfolio to maintain appropriate diversification of your assets. Although diversification does not
assure a profit or protect against a loss in declining markets,The ReinGroup will make every effort
to keep your objectives on track

11. Investment Banking Process:

12. The end