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  • What is a Wealth Manager?

    Wealth managers provide a variety of concierge financial services, mostly to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). For a fee, these services include such things as investment and financial advice, retirement and estate planning, accounting and tax services, and more.

    May 21, 2017
  • What Are the Responsibilities of a Fund Manager?

    A fund manager makes investment management decisions for a particular fund. This can be a trust fund, mutual fund, hedge fund, or a pension fund. The manager ensures that the fund’s chosen investment strategy is aligned with the fund’s goals, and that it is implemented correctly. He also oversees the fund’s portfolio trading activities, and handles the overall operations, such as risk management and customer service matters. He may manage the fund independently, co-manage it with another fund manager, or work with a team of people to direct operations.

    May 21, 2017
  • What is a REIT?

    A “REIT” refers to a Real Estate Investment Trust, which is a type of security. The REIT is basically an investment vehicle that owns real estate that produces income. Such real estate is also known as commercial real estate and might include, for example, hotels, offices, or warehouses. A REIT is not like a traditional real estate company: it does not develop properties with the goal of reselling them. Instead, a REIT purchases and develops real estate properties in order to run them as a part of its investment portfolio.

    May 21, 2017