Handelsbanken Wealth & Asset Management’s Post

🚀 Dive into the world of asset management and discover how you can kickstart a rewarding career in finance! 📈✨ Explore roles, skills, and growth opportunities with our latest blog. Your future in finance starts here! 💼🌟 https://lnkd.in/etG6ycJ6 #AssetManagement #FinanceCareer #CareerGrowth #FinanceJobs

I have always been fascinated by finances, with my career allowing me to delve into real estate investment portfolios and FP & A traditional investments. While some skills overlap, there are key differences. Check out this article for a comprehensive breakdown: https://lnkd.in/eW6JM358 What are your thoughts on these differences? The article draws an interesting parallel by likening a real estate asset manager to a CEO. Do you agree? #RealEstate #FP&A #FinancialManagement #PortfolioManagement #FinancialControls

Still unsure about hiring a financial adviser? Let’s explore why it could be the best decision for your wealth. With over 20+ years of UK & International experience, Colin and the team at Kingdom Asset Management offer expert financial planning, tailored solutions, and exclusive opportunities. Ready to take the next step? Tap the link in our bio to connect with us today.🔑 #kingdomassetmanagement #financialplanning #wealthmanagement #clientfocused #investmentstrategies #financialfreedom #smartinvesting

Job Purpose Assist with the underwriting and strategic management of the firm's investments to maximize portfolio performance, asset values... #commercialreal #commercialrealestate #realestate #realestateinvesting

Sarasin & Partners LLP, the £19.6bn global thematic London-based asset manager, has joined forces with MPA Financial Management to create a bespoke suite of model portfolios for clients of the Midlands-based adviser.

Breaking into Client Services in Asset Finance 🚀 If you're looking to make your mark in Client Services within the Asset Finance sector, you're in for an exciting journey! Here are a few tips that might help you navigate this path successfully. First, understanding the industry is crucial. Asset Finance is all about providing businesses with the means to acquire essential assets without the need for upfront capital. This sector is dynamic and requires a solid grasp of financial products and services. I recommend staying updated with the latest trends and news. For instance, did you know that Ireland's asset finance market has grown by 7% in the last year alone? (Source: Central Bank of Ireland). This growth indicates a thriving sector with ample opportunities. Next, focus on developing your soft skills. Client Services is all about building and maintaining relationships. Strong communication, empathy, and problem-solving skills are key. I remember when I first started, I made it a point to actively listen to clients' needs and concerns. This not only helped me provide better service but also built trust and loyalty. Don't underestimate the power of a personal touch in a professional setting. Lastly, network, network, network! Attend industry events, join relevant LinkedIn groups, and connect with professionals already in the field. Networking can open doors to opportunities you might not find otherwise. Plus, it's a great way to learn from others' experiences and gain insights into the industry. #AssetFinance #ClientServices #CareerTips

consumerduty.com were delighted to join Asset Finance Connect as a member this week. A fascinating sector going through some significant challenges, Charlie Williams and I look forward to working with Edward Peck, Lisa Laverick and Joakim (Joe) Nilsson at Asset Finance Connect, and its members to help with their challenges. If you wanted a chat about anything Consumer Duty related, then get in touch. #Regulation #CustomerExperience #ConsumerDuty #CXStrategy #Compliance #CustomerOutcomes #FCA #FinancialServices #CustomerCentricity #BusinessGrowth #CustomerEngagement #Innovation #RegulatoryCompliance

😊 Wealth Management is the lifelong process of managing financial resources to achieve personal or organizational financial goals in a systematic and prudent way. It encompasses strategies for wealth preservation, growth, and legacy planning. The Role of a Wealth Manager ♨️ : A wealth manager is a professional who advises individuals and families on financial strategies to help them achieve financial security and long-term goals. Key Concept 🎢 : Wealth Management is not merely a product or destination; it is a continuous process that focuses on making informed financial decisions for financial stability and goal achievement. This process can begin before birth and extend beyond death through legacy planning. Distinguishing Wealth Management from Financial Planning 💰 : Financial Planning primarily centers on budgeting, saving, and investment strategies, while Wealth Management goes beyond these aspects to include wealth preservation, growth, risk management, and legacy planning. Who Benefits from Wealth Management 💹 ? Wealth Management is valuable for individuals with financial resources beyond daily needs, especially those with significant wealth or high earning potential. The Objective of Wealth Management 🙋 : The primary goals of Wealth Management are to ensure long-term financial stability and to establish a lasting financial legacy for future generations.

How much does fund manager earns in a year? The math is simple. AUM to manage: USD50M Management Fee: 2% of AUM = USD1M Performance Fee: 20% of profit (assume no hurdle rate) Does the FMC and FM receive in USD1M? The answer is Yes and No. Yes, the FMC receive in USD1M. No, not all USD1M goes to the FM. Most future managers have the misconception that if they manage USD50M, they will get USD1M revenue, it is partial true only. How does a fund manager breaks down which expense is for the fund and which are not? Here are some expense to consider: 1) salaries and benefits 2) office rental 3) Technology system 4) legal and compliance 5) Auditors, accountants 6) fund administrators 7) marketing and sales 8) license application fee 9) office equipment 10) data (example: bloomberg) Above are part of the Opex and Capex. Depending on how the fund manager structure the fund, the management fee typically encompasses the operational costs (OPEX) and is meant to cover the fund manager's expenses related to managing the fund. Therefore, it wouldn't be accurate to add the OPEX and CAPEX directly to the management fee since the management fee is often intended to cover those costs. Which items do you think are the opex and capex of a fund? Mike Sim #assetmanagement #fundmanagement

….there is no "general accounting standard for AUM" and that its "definitions and reporting are in line with peer practice."… Totally agreee that it this peer industry practice. “Asset management” is too generic a term…. https://lnkd.in/gNpmPwhY