Wealth Management - Essay Example

Comments (0) Cite this document
The idea of this research emerged from the author’s interest and fascination in how to contribute positively to the professional environment and the world around in a wealth management context…
Download full paperFile format: .doc, available for editing
GRAB THE BEST PAPER97.5% of users find it useful
Wealth Management
Read TextPreview

Extract of sample "Wealth Management"

Creative Writing: Wealth Management
In the context of wealth management, one is able to positively impact the world from a professional working environment. It is by participating in investment deals that will manage wealth by finding deals and assessing them. It is by way of formulating a strategy that will enable identification of the correct business venture (Chorafas, 2006). The first step is to understand ones intended positive contribution and choosing an approach that corresponds to the desired contribution. The understanding will be by way of distinguishing the various impacts and the investment approach that will lead to a positive contribution. From my own professional point of view, I should be in a position to clearly define these possible positive contributions. It is by investing in ways that will attain a positive environmental and social contribution and impact. The investment should avoid any negative any environmental and social impact by using practices that are responsible. The second initiative is to determine on ways of relationship building with the people who might be affected by the investment. It is important because one is able to know their point of view and opinion on the matter. This consultation will enable proper planning on ways of undertaking the investment so that it positively impacts on them. Thirdly is to recognize the risk the investment can cause. It enables identifying an appropriate investment strategy. Knowing the preference and the issues to be targeted is important in assessing the risk the investment has to the people around (Chorafas, 2006).
The concluding way to make a positive contribution is by partnering with the experts. Partnering with the experts enables identification of the find the correct investment deals that would not be too costly. Partnering with the professional expert partners helps in assessing specific investment deals and helping incorporate them so it has a positive impact and contribution to the world environment around.
Chorafas, D. (2006). Wealth management investment decisions and structured financial products. Amsterdam: Elsevier/Butterworth-Heinemann. Read More
Cite this document
  • APA
  • MLA
(“Wealth Management Essay Example | Topics and Well Written Essays - 250 words”, n.d.)
Wealth Management Essay Example | Topics and Well Written Essays - 250 words. Retrieved from
(Wealth Management Essay Example | Topics and Well Written Essays - 250 Words)
Wealth Management Essay Example | Topics and Well Written Essays - 250 Words.
“Wealth Management Essay Example | Topics and Well Written Essays - 250 Words”, n.d.
  • Cited: 0 times
Comments (0)
Click to create a comment or rate a document


Wealth Management in China

...?Wealth Management in China (Discussion Report Overview The paper provides an overview of the financial system of China from a cross country relative perspective. The paper reviews the potential wealth management business within China which is rising. Wealth Management refers to a perspective in which the country takes initiatives for the development and enhancement of the wealth of the country. To accomplish such an objective the country has to manage the resources of fund generation as well as try to control the negative forces that will cause hazards in the way of fund creations. Success in the process of efficient wealth management brings in job opportunities which reduces unemployment and also leads to the overall development... of the...
4 Pages(1000 words)Book Report/Review

Financial planning and wealth management

...?Financial planning and wealth management Introduction The global economy has passed through a long period of recession, following the worst financial breakdown that occurred during 2007-2008. The developed as well as the developing countries of the world have been significantly affected due to the outcomes of the crisis. However, the world is showing good signs of recovery. Economic performance in countries around the world is reflecting a positive trend. Total wealth of the world (in terms of the wealth possessed by the high net worth individuals (HNWIs) around the globe) has reached significant high values in the year 2012. The World Wealth Report 2013...
4 Pages(1000 words)Essay


...? FINANCIAL PLANNING AND WEALTH MANAGEMENT Table of Contents Introduction and Background of the Case 3 Part Identification of Appropriate Investment Options 4 Part 2: Critical Evaluation and Justification of Alternative Investments 9 Conclusion and Recommendation 14 References 16 Introduction and Background of the Case A portfolio is group of securities such as bonds, stocks, commodities, and derivatives where an investor invests his or her money to mitigate the risk of holding a particular asset through diversification. Diversification of investment spreads the risk over many assets. The concept of simple portfolio diversification is that some securities may not perform as anticipated but other assets...
12 Pages(3000 words)Essay

Outline how private banks and wealth management firms segment their clients and outline the new approaches to client segmentation

...Table of Contents 0 INTRODUCTION 2.0 RECENT WEALTH MANAGEMENT TRENDS 2 Increased complexity of Client Needs 2.2 are moving more frequently with their Assets 2.3 Increasing preference for a Holistic View of the Client 2.4 Rising Costs of Back Office Service 3.0 METHODS FOR CLIENT SEGMENTATION 3.1The Process 3.2 Approaches for client segmentation 4.0 THE BENEFITS OF SEGMENTATION 5.0 CLIENT SEGMENTATION IN INTERNET BANKING USERS 6.0 CURRENT SCENARIO OF CLIENT SEGMENTATION PRACTISE 7.0 CONCLUSION 8.0 REFERENCES WEALTH MANAGEMENT AND CLIENT SEGMENTATION 1.0 INTRODUCTION The Rule of 80:20 or the Pareto Principle, as it is also known, provides an important guideline for...
15 Pages(3750 words)Essay

Wealth management

...Introduction Regardless of the current economic situation, the amount of HNWI proceeds to increase globally in the emerging and mature markets. To adhere to the growing requirements of these various growth populations, leading wealth management firms are evaluating their powers and altering vital delivery models to guarantee that labor is affiliated with the distinct requirements of the clients in each market. Methods have been set down that, when followed, can guarantee success for the wealth management firm. With these methods set, and wealth management firms eager to assist, clients will be able to strive throughout the recession. The wealth management industry There is no standard definition for wealth management... that will be...
8 Pages(2000 words)Essay

Not sure - suggest Wealth Management and Compliance in the UK

...Effects of Regulatory Changes to Wealth Management in the UK Effects of Regulatory Changes to Wealth Management in the UK The changes in the regulations or the regulatory change agenda have brought numerous effects and changes within the financial service industry. The effects of these changes took effect since 2008 when they were largely thought to be lacking in the wealth management industry. Contrary, these changes are clearly changing the wealth management industries along their major structures as well as changing the existing regulations. Notably, the increasing regulations and increased regulators’...
3 Pages(750 words)Essay

Wealth Management/Private baking

...Wealth management and Private Banking al Affiliation Introduction Wealth management is an important part of investing. A process consists of stages that organize the important portfolio building features. The investor deals with the financial markets uncertainty; the uncertainty that make markets was volatile in the present and future, by regularly managing wealth. The wealth management process gives a strategic way to managing and build wealth to assist an investor turn client’s goals into reality. In managing the investment process, objective...
7 Pages(1750 words)Research Paper


...WEALTH MANAGEMENT and Requirement One According to Richard Pike (2002), 2nd Edition wealth management involves proper financial planning, prudent investment decisions in terms of investment portfolio management to achieve the highest return on investment and reduce the financial risks associated with the respective investments opportunities in the market. Investment involves allocation of funds among investment projects in expectation of future cash inflows from the investment projects (PANDEY, 1979). Investment managers are therefore expected to make long term decisions and to make prudent financial decisions which serve the interest of the investors. The wealth of the business or investors will depend on the future cash flows... that are...
12 Pages(3000 words)Essay

Personal Statement for MSc Investment & Wealth Management [Imperial College London]

...Personal ment Kenneth Cheung Imperial College, London Msc. Investment and Wealth Management Personal ment I have always had a passion for numbers since I was young, and this has made me pursue a degree in Mechanical Engineering, where I have advanced my numerical and analytical skills. As I was taking my Engineering course, during my second year of study, I happened to have worked under internship program at HSBCs commercial banking sector. Here we dealt so much with construction loans and other banking operations. I was, therefore, introduced to the world of finance and asset management. I, therefore, gained interest in the sector such that, the next people I worked with were the AIA...
2 Pages(500 words)Personal Statement

Wealth Management Seminar II

... for purposes of conducting the funeral, and other activities in support of the bereaved. In conclusion, the lesson learnt from this article are very beneficial to me, and some are new, while some have just confirmed my ideas concerning the issue under consideration. An example is the will, and the new lesson learnt is that the will can be used for purposes of appointing an executor, while the confirmed lesson is that the will can be used for purposes of distributing the properties of a dead person. However, this section focuses too much on risk management, and the role of insurance in mitigating on these risks. References: Mentz, G. (2009). Chartered Wealth Manager. American Academy of Financial Management.... ...
2 Pages(500 words)Essay
sponsored ads
We use cookies to create the best experience for you. Keep on browsing if you are OK with that, or find out how to manage cookies.

Let us find you another Essay on topic Wealth Management for FREE!

Contact Us