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Wealth
Management
Globecon’s wealth management program is geared toward relationship managers, analysts and financial planners who target the high-net-worth market. This market is at the intersection of high-end retail banking, trust services and business banking, all of which have higher margins than most wholesale banking products. The wealth management practice area provides tools to market investment, credit and advisory services to high-net-worth individuals. Since many of these individuals are business owners or receive equity-based compensation, the model also covers the cross-selling of business and personal financial products. Designed around Globecon’s Investor Decision Framework, programs focus on determining investor objectives, setting goals, creating policies, choosing among assets, tracking performance and analyzing returns. Globecon's educational approach to wealth management can be divided into four broad skill sets: Diagnostics. These focus on analyzing the client's situation and needs as a first step towards advising the client on appropriate financial solutions. Market Conditions. These competencies focus on interpreting the yield curve, credit spreads, equity prices and other market indicators to make financial decisions. Alternatives. These competencies focus on the features, mechanics and pricing of capital markets investment products such as bonds, asset-backed securities and interest rate swaps. Risk/Return Analysis. These focus on using tools to analyze risk/return associated with different capital markets alternatives and portfolio structures. Globecon's wealth management programs include:
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