Wealth Management Industry Overview - What Do Wealth Managers Do

Interested in understanding what wealth managers and private bankers really do? This video will outline the products and services offered by wealth management firms.
We’ll cover topics like: investment advisory, benchmark portfolios, the discretionary mandate and execution-only models, and the multi-family office & Outsourced Chief Investment Officer (OCIO) concepts.
Key Sections
0:15 - The ‘products’ of wealth management
0:40 - Private bankers vs. wealth managers
0:50 - The different wealth management services
1:36 - Understanding investment advisory
2:10 - Benchmark portfolios explained
2:45 - Discretionary mandate vs. execution-only models
3:50 - Understanding the ancillary services offered by wealth management firms
4:00 - Multi-family office and OCIO services
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📚 This video serves as an excerpt from the Wealth Management Industry Learning Primer, meticulously curated by the digital e-learning content provider, Primerli www.primerli.com/. The full module, comprising 10 bite-sized videos and quick quizzes, is tailored to empower professionals to grasp the industry intricacies in under an hour.
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