Description: The Difference Between Wealth Management and Asset Management, Explore a Wealth Management Career with Citi, Day in the Life of a Wealth Management Analyst | JPMorgan Chase & Co., A World Class Training Program | Global Wealth Management Careers | J.P. Morgan
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Wealth management as an investment-advisory discipline incorporates financial planning , investment portfolio management and a number of aggregated financial services . High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking , estate planning , legal resources, tax professionals and investment management . Wealth managers can have backgrounds as independent Chartere
Private wealth management is delivered to high-net-worth investors. Generally this includes advice on the use of various estate planning vehicles, business-succession or stock-option planning, and the occasional use of hedging derivatives for large blocks of stock.
Mary Callahan Erdoes, J.P. Morgan Asset & Wealth Management CEO, explains the differences between asset and wealth management. She's on the latest episode of "Bloomberg Wealth with David Rubenstein." The interview was recorded on June 7. -------- Like this video? Subscribe to The David Rubenstein Show on YouTube: https://www.youtube.com/channel/UCqsN9MYiu1mKSAsYoF6ppTg Watch the latest episodes of "The David Rubenstein Show: Peer-to-Peer Conversations" here: https://www.bloomberg.com/peer-to-peer Learn more