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Wealth Management

Wealth Management Picture

What is Private Banking & Wealth Management

Private bankers and wealth managers provide personalized financial advice and services to high-net-worth individuals and families. Their role includes managing and growing clients' wealth, optimizing investments, and offering financial planning solutions. Similar to how investment bankers advise companies on financial matters, private bankers help individuals make informed decisions about their financial assets, estate planning, and long-term financial goals.

What firms has BYU placed at recently for Private Banking & Wealth Management? 

Wealth Management placement.png

Reasons You May Pursue PBWM? 

Career Development: Private banking and wealth management offer students the opportunity to develop strong financial analysis skills, investment expertise, and a deep understanding of financial planning. These skills are valuable in helping clients achieve their financial goals.

Client Relationships: Wealth managers build long-term relationships with clients, providing tailored financial advice and solutions. The client-centric approach can be highly rewarding and fulfilling.

How to Pursue a Career in PBWM/Timeline?

Wealth Management Timeline

Sign Up: Here
Website: Link
Email: pbwm-assoc@byu.edu
President: Connor LoCascio & Arthur Siu

Meeting Info
Day: Thursday
Time: 7:00