Future of Private Banking - financial advisory wealth management, funds, investment. Banking speaker
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http://www.globalchange.com Future of private banking clients and wealth management for ultra high net worth individuals. Fund management, investment banking, asset creation and fund growth. Portfolio management and managing risk in balanced distribution of assets. Customer expectations of High rates of return in a low interest environment. Key economic trends impact on private banking clients and wealth management strategies. Succession planning and how to run family offices. Specialist wealth advisors and independent financial advisors, end of commissions and shift to fee-based advice, changing regulations and fee structures. Philanthropy and philanthropic advisory services. Why charitable activities are so important to high net worth families and why most want their own charity foundations. Making a difference, proving added value and real social impact, Applying business principles and measurable outcomes to philanthropy. Venture philanthropy and social entrepreneurs. Making philanthropy work in a disciplined way with formal evaluation and monitoring. Financial disciplines and specialist advisory teams. Video by keynote conference speaker Dr Patrick Dixon, Futurist and author of 12 books on global trends including Futurewise and Building a Better Business. Private banking, investment banking, wealth management, portfolio, balanced, philanthropy, charitable foundation, social action, advisory services, independent financial, planning, financial, finances, banks, investors, funds, fund managers
Comments
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Started watching this and got put off by the fact he said there are no banks in South Africa. banking system in SA is very alive and kicking. Due to proper regulations and strong management SA banks weren't affected as bad as rest of the world by credit crisis.
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great video. I'm in ibanking and I already advise many wealthy people and heads of corporates. I'd like to channel this towards a more productive thing. Can I PM you? How can I reach you directly?
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This guy blows hot air.
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Not sure what to suggest. Best is talking to high net worth individuals about their own rapidly changing needs.....Patrick
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Best private bankers are like old friends - and often have client relationships lasting several decades. They have deep trust of client and survive because they connect client with world class experts in different fields. Patrick Dixon
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Career in Private Banking - show you are good at relationships, and at finance. Get a vacation job or work experience in a bank. Patrick Dixon
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Found this very interesting, its a very valid point. I am hoping to get a career in private banking when I finish my MSc (Finance). What would you recommend is the best entry points?
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What do you think? For more of my videos on this issue SUBSCRIBE to my next videos - press ORANGE BUTTON top left. Also if you click FAVOURITE (red heart) immediately below video, you will help other people find this video and enjoy it too. PLEASE do comment....I try to reply to most comments, but with 10 million different visitors to my sites sometimes it takes me a while. Thanks. Patrick Dixon
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People try in offshore bank accounts in places like Cayman Islands. Patrick Dixon
5m 54sLenght
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