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Michigan Business School Finance Club. Private Wealth Management. Private Client Services. a.k.a. Private Wealth Management, Financial Planning, Individual Advisory Services, Private Banking Titles: Financial Advisor, Investment Representative, Banker, Wealth Advisor

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michigan business school finance club

Michigan Business SchoolFinance Club

Private Wealth Management

private client services
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 Club

things to consider
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 Club

trends in the business
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 Club

opportunity
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

Michigan Business School Finance Club