Private Banking vs Private Wealth Management

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  • เผยแพร่เมื่อ 26 พ.ย. 2024

ความคิดเห็น • 69

  • @AfzalHussein
    @AfzalHussein  6 หลายเดือนก่อน +2

    Get all 9 of my Career Guides (plus my Goldman Sachs CV and Cover Letter) for £29.99 here: careerguides.io/plus

  • @ashwinaditi1039
    @ashwinaditi1039 ปีที่แล้ว +91

    Is an IFA basically a wealth manager? There might be an economical turmoil but there is no doubt that this is still the best time to invest.

    • @grinjohnson6452
      @grinjohnson6452 ปีที่แล้ว +1

      Best time to invest? thats funny though because in the last four months I have lost more than $47,900 in stock market which is the biggest I have loss since I ventured into stock investment.

    • @adamweah8037
      @adamweah8037 ปีที่แล้ว

      you could be right or wrong . i once had similar problem but now its a different ball game for me because I was lucky to have met Laura Grace Abels a financial manager and stock expert, I have made more than $165,000 in 12 weeks under her supervisions

    • @ryanthompson8256
      @ryanthompson8256 ปีที่แล้ว

      @@adamweah8037 Really? people are cashing in from the stock market and frankly speaking its comforting seeing someone admit to the fact that they actually seek help from professionals. please how can i reach Laura Grace Abels?

    • @adamweah8037
      @adamweah8037 ปีที่แล้ว

      @@ryanthompson8256 Laura Grace Abels is widely known. You can verify her and use her services if you want.

    • @leeshayung3327
      @leeshayung3327 ปีที่แล้ว

      @@adamweah8037 I just copied and pasted LAURA GRACE ABELS whole name into my browser, and her website appeared right away. You've saved me several hours of arduous research, therefore I appreciate it

  • @Pilson360
    @Pilson360 2 ปีที่แล้ว +7

    Most large private banks in United States take a holistic and comprehensive approach as well as having the ability to execute on advice where most wealth management firms can only execute on investments but they can execute on credit investment banking trust management etc.

  • @hugoferdinand3619
    @hugoferdinand3619 2 ปีที่แล้ว +45

    Well, you should do a video explaining the different jobs in wealth management and private banking, the salaries, how to get there etc. Very interesting.

    • @joesherman994
      @joesherman994 2 ปีที่แล้ว +1

      Agree, I would love a video like this.

    • @karthickentrepreneur8615
      @karthickentrepreneur8615 2 ปีที่แล้ว +2

      Hi brother. You can help families create wealth managing and make your own money. People looking for job all the time. I would say work for yourself for 4-5 years instead of working for somebody for 40-45 years.

  • @frankalex4367
    @frankalex4367 ปีที่แล้ว +108

    You have not mentioned opportunities in the Financial sector,, I do Stocks, Forex, Crypto and Commodities Trading. There is money to be made in this industry as long as you are willing to learn

    • @ramprasadtian
      @ramprasadtian ปีที่แล้ว +4

      Exactly

    • @anitaroger8497
      @anitaroger8497 ปีที่แล้ว +4

      Because forex and crypto is not a stable income. Can be good investment but the ones making money are the Experts

    • @marialee1565
      @marialee1565 ปีที่แล้ว +3

      How can one get an expert to help them trade the Crypto and stock market?

    • @drjackliam8498
      @drjackliam8498 ปีที่แล้ว +1

      Consistently investing with proper guidance in quality dividend paying companies is a relatively easy strategy to create wealth. Well I copy trades from daily signals of BRIAN FRANCIS PEARCE as recommended here previously

    • @patrickandrew8374
      @patrickandrew8374 ปีที่แล้ว +1

      @@drjackliam8498 Hey, I invested largely on stock market last year, tried some index but my experience doesn't pay me. I have lost so much trading by myself Please is there any handle or link can get to him?

  • @justinh1410
    @justinh1410 2 ปีที่แล้ว +8

    I tend to disagree here as someone who works in PB. did you work in PB? seems like you have PB and WM mixed up

    • @eugene-hong
      @eugene-hong 2 ปีที่แล้ว +1

      This is exactly what I was thinking.

  • @UnderestimatedUproblem
    @UnderestimatedUproblem 6 หลายเดือนก่อน

    Change is near.... for that i am certain. There are many things you can fake , one thing you can not, is knowing exactly what you are talking about financially. Are you financially sound, your initial sentence executes that fact. Thanks and good night.

  • @hotelmanagerchannel
    @hotelmanagerchannel 2 ปีที่แล้ว

    Your uploading schedule is amazing ! Keep going !

  • @iznsheikh4699
    @iznsheikh4699 2 ปีที่แล้ว +4

    Maybe a follow up video including how to pass the SIE and respective FINRA licensed series exams associated with the two fields.

    • @kalebgoodman3940
      @kalebgoodman3940 2 ปีที่แล้ว

      Hello! Great request and I can help a little bit with this, as I'm on this path right now. SIE exam will be a simple entrance exam that Finra will require... Think of it as an entrance exam that doesn't require you to be at a firm. Now, a lot of financial advisers/private bankers/ wealth managers (however you want to title them) will step to the next two popular Finra exams: 7 & 63 exams. The series 7 will allow you to be a financial representative that sells securities etc, and the 63 will allow you to sell securities. These licenses are usually needed to work in a financial representative capacity, which is a major role you'll play in wealth management/private banking.....
      After that, people will take a bigger step towards a CFP or CFA certification... These credentials are much harder to achieve, but help you in your career progression and can have a major impact on your relationship with a client. Take a look into these two licenses as well, as they can help achieve greater roles in firms. Hope I was able to help you :)

    • @ebitdareadthebook1535
      @ebitdareadthebook1535 2 ปีที่แล้ว +3

      SIE and series 7, 66, etc. Are just the barrier to entry. You get sponsored by a firm, given study materials, and then take the test. To be honest, if you are struggling with passing the SIE after studying, this industry might not be for you.

    • @iznsheikh4699
      @iznsheikh4699 2 ปีที่แล้ว

      @@ebitdareadthebook1535 already sponsored and SIE should be no problem . Just wanted to get another perspective.

    • @ebitdareadthebook1535
      @ebitdareadthebook1535 2 ปีที่แล้ว +2

      @@iznsheikh4699 I remember when I entered the industry, and had to take all of the FINRA exams. Just stick to the study material they are giving you. Also, the best thing you can do is just take the practice exams over and over, until you are getting 90%+. If you can consistently get over 90%, you will have no problem passing the final exam. Best of luck and welcome to the industry! (I currently work in TMT M&A for a BB investment bank, but am about to transition to PE).

    • @iznsheikh4699
      @iznsheikh4699 2 ปีที่แล้ว

      @@ebitdareadthebook1535 thank you so much for the advice. Much appreciated! I would love to connect with you on LinkedIn.

  • @wealthsolutionz
    @wealthsolutionz 2 ปีที่แล้ว +1

    Best explanation on this I have ever hear

  • @shortburstproductivity
    @shortburstproductivity 2 ปีที่แล้ว +1

    Thanks Afzal, really useful info! Could you do a video on Equity research roles? Salary, work hours, skills needed, etc. - Would be very useful!

  • @i_am_powerballinrich1119
    @i_am_powerballinrich1119 2 ปีที่แล้ว

    Top 5 Private Banks in US also top 3 national wealth management services available in US.

  • @cbarkerify
    @cbarkerify 11 หลายเดือนก่อน +1

    Great Video, Thank You !!

  • @selimfamilyoffice1
    @selimfamilyoffice1 ปีที่แล้ว

    How about a video on Lifestyle Management Services under the umbrella of Private Wealth Management?

  • @demiurge4421
    @demiurge4421 2 ปีที่แล้ว

    Who has no
    say in how the banks are run? The people. ​“No taxation without
    representation!”
    ​“No banking
    without representation!”
    ​Banks
    should be in the service of the people, their specific remit being
    ​to grow the economy in the
    interests of the people. Banks should not ​have a separate agenda of enriching
    shareholders and the senior ​banking staff as much as possible,
    with no heed to the interests of the ​people.
    ​Banks are a
    state within a state, a fifth column that continually ​subverts government. They are not run
    by the people for the people, ​and their agenda is often that of the
    opposite of the public good, so ​why are they tolerated by the
    people?
    ​All banks
    should be brought under the direct control of the people,
    ​and should invest in the
    people to bring about increased prosperity for ​all, not for a select group of rich
    shareholders (the rich getting richer).
    ​Banks are
    vehicles for the rich. They should become arteries of ​public financial health and
    prosperity. No banks should be permitted ​to engage in any economically
    destabilising, speculative, casino ​operations designed to make money
    from money rather than from real ​goods and services in the real
    economy. Banks and the economy ​should be precisely aligned with
    the same objectives - the increasing ​wealth of the entire population
    through investment in the talents of the ​people.
    ​Banks
    that serve the interests only of a privileged minority cannot
    ​be tolerated. Such banks
    are subversive of the public good. If the ​people want to have control over
    their destiny, they must have control ​over the economy, hence they must
    control the banks. It’s absurd that ​the banking system, by which the
    economy stands or falls, is outwith ​public control. Why is that?
    Because the Old World Order - the Elite, ​dynastic families that have always
    ruled the world - deliberately make ​sure it is beyond the reach of the
    people. The reality of power is the ​control of money. A democratic
    government that does not control the ​banks is not in control of the
    country, so elections are meaningless.
    ​​It’s as
    simple as that.
    ​All banks
    should be under the supervision of a Supreme Economic ​Council of publicly appointed
    economists, accountable to the people. ​One of their specific tasks should be
    to prevent any repetition of ​“Boom and Bust” economic cycles, all
    of which are caused by ​speculative, “get richer quicker”
    schemes by the rich. The rich, time ​and time again, have proved
    themselves the enemies of the people. ​Why do the people tolerate being
    second-class citizens in their own ​country?
    ​The current
    banking system is the central instrument of policy, ​control and strategy of the Old World
    Order. While they retain control ​of money, their power can never be
    challenged. Therefore their ​control of money must be ended. The
    people must be in charge of the ​money.
    ​CEOs
    presiding over financial institutions that degenerate into
    ​chaos, destabilising the
    economy in the process, should be jailed. At ​the moment, CEOs responsible for
    catastrophes have walked away ​with enormous pay-offs. What kind
    of message does that send out? If ​people in the real world have lost
    their jobs because of the gross ​incompetence and recklessness of
    bankers then these “masters of the ​universe” should be prosecuted with
    the newly defined crime of ​“reckless endangerment and theft of
    another’s livelihood.” If hordes ​of the super rich found themselves
    behind bars, their excesses would ​be curbed instantly.
    ​Sir
    Philip Hampton, the chairman of the Royal Bank of Scotland,
    ​admitted in an interview
    that bankers’ salaries were “astonishingly ​high”. Then he said that RBS could
    not attract the best staff without ​paying excessive wages. “If we
    don’t pay our top people, they leave ​very quickly,” he added. Of course,
    just as graveyards are full of ​people who thought they were
    indispensable, so are the corridors of ​banks full of people who think
    they’re crucial but who could, in ​reality, be easily replaced. How
    can a bank ever know if it has the ​“top people” or not? If it sacked
    all of its senior staff, replaced them ​with new meritocratic graduates and
    doubled its profits then it would ​be proof that their original staff
    were not the top people. But it will ​​never do that, so the question of who
    is “top” can never be properly ​answered. It’s no more than a
    convenient opinion, an untested ​hypothesis. It’s no kind of objective
    fact, but it certainly suits bankers ​to keep perpetuating the myth of how
    essential they are, and paying ​themselves accordingly.
    ​It is
    estimated that lawyers and administrators working on the ​winding down of the American and
    international operations of ​Lehman Brothers will eventually reach
    $4 billion. Nice money for the ​vultures feeding on the carcass. Why
    should any bank be allowed to ​reach the scale where it costs
    billions simply to shut it down? All of ​these banking leviathans should be
    broken up into much smaller units. ​Nothing should be too big to fail.

  • @Daniel-ny7bn
    @Daniel-ny7bn 2 ปีที่แล้ว +3

    Does Private Banking have the same agency problem that Financial Advisors do? In Canada, branch level financial advisors (retail level) are trying to sell you underperforming high fee mutual funds. Do Private Bankers leverage similarly poor investment vehicles to satisfy client risk appetites or do they invest directly into markets and make personal decisions regarding your portfolio? Thanks!

    • @I_am_ka
      @I_am_ka ปีที่แล้ว

      True private banking is a private individual creating capital w/ the institution via SPV ventures, commercial paper, private sector lending list goes on. Minimum entry is 1million held in escrow/custody which is nostro/vostro for secure creditor law/regulation reason.

    • @siphokazileratomalinga2969
      @siphokazileratomalinga2969 ปีที่แล้ว

      No,they don't. At least not in my country. Private banker's in my country look mostly after clients transactional banking needs (bank account,credit requirements etc etc). Wealth managers look after clients financial planning needs but for high net worth clients. Financial advisors/planners mostly sell risk products in my country. They also sell investment products, however they are limited in what they can provide so if their clients are wealthy,they are best served by wealth or private wealth management firms

  • @pecelirovucago7149
    @pecelirovucago7149 ปีที่แล้ว

    The credibility of this video!

  • @rodrigobelinchon2982
    @rodrigobelinchon2982 2 ปีที่แล้ว

    Risk Appetite , sounds like the title of my next album

  • @D19944
    @D19944 ปีที่แล้ว +1

    Is an IFA basically a wealth manager?

    • @siphokazileratomalinga2969
      @siphokazileratomalinga2969 ปีที่แล้ว

      Yes and no. They can both have the CFP designation,for example,but aren't selling the same products. For example, wealth managers at a firm I worked at didn't sell risk products but IFA's do. Wealth managers essentially manage clients wealth (clients must already be wealthy to open accounts) whereas financial advisors build clients wealth. Makes sense?

  • @Brlvk
    @Brlvk 2 ปีที่แล้ว +1

    Could you do a video on trusts please?

    • @ebitdareadthebook1535
      @ebitdareadthebook1535 2 ปีที่แล้ว +1

      That is way too broad. You have revocable and irrevocable trusts. Then you also can get more complicated with SLATs, CRUTs, etc.

  • @nywannyw7516
    @nywannyw7516 2 ปีที่แล้ว +1

    Thanks for the video! What about assets management vs private equity? I often see people use these interchangeably. Are they pretty much the same thing?

    • @ebitdareadthebook1535
      @ebitdareadthebook1535 2 ปีที่แล้ว +2

      completely different

    • @nywannyw7516
      @nywannyw7516 2 ปีที่แล้ว

      @@ebitdareadthebook1535 would you mind sharing a few key differences or any good websites to share would be much appreciated? :)

    • @ebitdareadthebook1535
      @ebitdareadthebook1535 2 ปีที่แล้ว +1

      @@nywannyw7516 Asset management invests in a wide array of financial instruments and products. Private equity is on sleeve of what someone in asset management would invest in.

  • @JJ-nd9ty
    @JJ-nd9ty 2 ปีที่แล้ว

    Can you do a video about sales and trading

  • @Businessmindhack
    @Businessmindhack 2 ปีที่แล้ว

    Can we a video on islamic investment banking and also on gold investment real gold and paper gold

  • @hottbboys
    @hottbboys ปีที่แล้ว

    Hello
    I'm Victor if you have a large amount of money to invest, let's say I have a Cusip with a large amount of. Money attached to it. What could a private wealth do for me

  • @NetanelColish
    @NetanelColish ปีที่แล้ว +1

    tysm!

  • @juliushartung1937
    @juliushartung1937 2 ปีที่แล้ว

    Thanks a lot for the great information! I‘ll do an internship at Deutsche Bank PWM (Equities) after doing ECM Investment Banking (both in Frankfurt). Is there something similar to a Bulge Bracket status for PWM and PB? Like what are the best banks in these fields globally?

    • @juliushartung1937
      @juliushartung1937 2 ปีที่แล้ว

      *focused on equity investments for the UHNWI clients

    • @retropetroleum
      @retropetroleum 2 ปีที่แล้ว

      I think most bulges are top-tier but CS and UBS are standout.

  • @abhiram118
    @abhiram118 2 ปีที่แล้ว

    How much does a single person banker trader manages in trading.

  • @Ghostracer786
    @Ghostracer786 2 ปีที่แล้ว

    Great vid

  • @nickbird6034
    @nickbird6034 2 ปีที่แล้ว

    Loved the last few videos you have put out, you have made me flip-flop between wanting to go into Asset Management to Private Banking to now Wealth Management ahah However, I wish you talked a little more about the difference in compensation but top quality as always.

  • @hws2152
    @hws2152 2 ปีที่แล้ว +2

    Sir, in simple sense , private banking could be a branch of private wealth management.

    • @ebitdareadthebook1535
      @ebitdareadthebook1535 2 ปีที่แล้ว +1

      Different, wealth management works with a vast array of clients, where the private bank works with UHNW clients starting around $10-20M+

  • @tik212
    @tik212 2 ปีที่แล้ว

    Treasures in Heaven(U)
    19 “Do not store up for yourselves treasures on earth,(V) where moths and vermin destroy,(W) and where thieves break in and steal. 20 But store up for yourselves treasures in heaven,(X) where moths and vermin do not destroy, and where thieves do not break in and steal.(Y) 21 For where your treasure is, there your heart will be also.(Z)
    22 “The eye is the lamp of the body. If your eyes are healthy,[c] your whole body will be full of light. 23 But if your eyes are unhealthy,[d] your whole body will be full of darkness. If then the light within you is darkness, how great is that darkness!
    24 “No one can serve two masters. Either you will hate the one and love the other, or you will be devoted to the one and despise the other. You cannot serve both God and money.(AA)
    Do Not Worry(AB)
    25 “Therefore I tell you, do not worry(AC) about your life, what you will eat or drink; or about your body, what you will wear. Is not life more than food, and the body more than clothes? 26 Look at the birds of the air; they do not sow or reap or store away in barns, and yet your heavenly Father feeds them.(AD) Are you not much more valuable than they?(AE) 27 Can any one of you by worrying add a single hour to your life[e]?(AF)
    28 “And why do you worry about clothes? See how the flowers of the field grow. They do not labor or spin. 29 Yet I tell you that not even Solomon in all his splendor(AG) was dressed like one of these. 30 If that is how God clothes the grass of the field, which is here today and tomorrow is thrown into the fire, will he not much more clothe you-you of little faith?(AH) 31 So do not worry, saying, ‘What shall we eat?’ or ‘What shall we drink?’ or ‘What shall we wear?’ 32 For the pagans run after all these things, and your heavenly Father knows that you need them.(AI) 33 But seek first his kingdom(AJ) and his righteousness, and all these things will be given to you as well.(AK) 34 Therefore do not worry about tomorrow, for tomorrow will worry about itself. Each day has enough trouble of its own.

  • @ThuyNguyen-vm7hc
    @ThuyNguyen-vm7hc 2 ปีที่แล้ว

    Hay quá

  • @JefferyJay
    @JefferyJay 2 ปีที่แล้ว +1

    Even with the current dip in crypto currency’s, I’m still glad I can smile 😊 back at my portfolio of $92,600 built from my weekly trade, I’m having my fourth withdrawal in 14 business days😊

  • @weizenconnoisseur
    @weizenconnoisseur 2 ปีที่แล้ว

    Algorithmus Comment

  • @sheldoncooper0
    @sheldoncooper0 ปีที่แล้ว

    Interesting times! An Indian guy in our country telling us how to manage our money haha.