WEALTH MANAGEMENT

Overview: Wealth management provides a holistic suite of services that encompasses all parts of an individual or family’s financial life, including investment management, as well as legal and estate planning, accounting and tax services, retirement planning, trust services, philanthropic planning, risk management, and more. A wealth manager may serve as the central point of contact for a client’s financial affairs, coordinating communications and relationships with financial experts and a client’s other advisors, such as an attorney, accountant, or insurance agent. The overall goal of wealth management is to grow and preserve wealth over the long term. Both big banks and independent firms offer wealth management services.

There are a wide variety of roles within wealth management, including investment research (for both proprietary strategies and outside manager due diligence), compliance, trading, operations, client service, performance analysis, and more.

Firms that have hired Bentley students / alumni for wealth management roles: Ballentine Partners | Bank of America Private Bank | Bernstein Private Wealth Management | Brown Brothers Harriman | BNY Mellon Wealth Management | Boston Private Wealth | CIBC Private Wealth Management | Fidelity | Goldman Sachs Private Wealth Management | Merrill Lynch | Morgan Stanley Private Wealth | RBC Wealth Management | UBS Wealth Management | U.S. Trust | Wells Fargo Advisors | William Blair & Company