- Online Broker: the platforms of online distribution of mutual funds are also growing. They provide the funds either to individuals or to Wealth Management Consultants.
- The Asset Management Consultants Independent: if their intake is sufficient, people rely on wealth management advisors to advise them on their investments. They are thus led also to distribute the funds management companies.
- Advisors independent financial (IFAs) are very popular with management companies to distribute their funds. They come most often to individuals with high incomes.
- Managers Private, private banks and family office private banks are aimed at wealthy clients. The Family offices are firms that manage the assets of a wealthy family or a few families only.
- Banks and Insurers network (via the media of Life): The retail banks and insurance companies distribute mutual funds to individuals with average incomes, their customers more often through contracts and savings life insurance. Advisors manages the assets of these clients and refer them to a contract based on several criteria including the type of investment (guaranteed, risky, balanced), their initial investment, and investment horizon.
Kind of Management Consultant
June 18, 2010 | 0 comments