Overview of the Wealth Management Market

Overview of the Wealth Management Market

Elisabeth outlines the wealth management landscape and the types of clients private banks and family offices cater to. She focuses on why wealth management is still limited to a small proportion of society and how this can be changed in the coming years with the advent of new wealth management technologies.
Overview

Wealth management is the art of optimising the assets owned by private individuals. It is a holistic approach consisting of taking into consideration existing financial circumstances, family dynamics, individual financial goals and risk tolerance in order to devise the best possible short-, medium-, and long-term strategy to manage private individuals’ wealth.

Key learning objectives:

  • What is wealth management and what does wealth management have to do with you?

  • What is the size of the HNW financial services market and who are the incumbents?

  • What are the key concepts you need to grasp in order to devise a wealth management strategy?

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Summary
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Expert
Elisabeth Dana

Elisabeth Dana

After working in banking in Paris for several years, Elisabeth joined Barclays Corporate in London in early 2008 before joining Barclays Wealth to look after High Net Worth clients and their families. She has focused on wealth management ever since, founding Infinity Circle in 2018. Elisabeth is a dual British and French national who speaks four languages. Finally, Elisabeth has a Masters in Political Science and Journalism from the University of Brussels and an MBA from the University of Chicago

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