What Does An Investment Management Firm Do?

It’s also about finding someone who you trust and who understands you. That’s why we place personal relationships at the heart of everything we do. We’ll help you make the most of your money with a robust investment management solution that’s tailored to your needs. An investment manager manages portfolios in accordance with mandates given by clients https://africa-gold-capital.org/ on a discretionary client-by-client basis.

Assess clients’ financial goals and attitude to risk

Some students would progress into further postgraduate research study. The CFA has become the most respected and recognised professional qualification in finance in the world. We offer a personalised service and will tailor the experience for you. You may wish to meet annually or prefer more regular contact with https://www.investopedia.com/articles/forex/11/why-trade-forex.asp your Investment Manager. You are always welcome to bring family members or other advisors with you.

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Any forward-looking statements are based upon CCLA’s opinions, expectations and projections at the time of writing. Such opinions, expectations or projections may be subject to change at any time. The Applied Cases in International Finance module aims to help students to develop an understanding of the process involved in successfully analysing case information to complete an international finance-related project. The module enables students to understand real-life, complex, multi-layered, multinational issues and synthesise appropriate information while preparing an analysis on a case. It facilitates the independent learning process and provides students with the knowledge, skills and understanding required to articulate findings in a structured report format. This is a compulsory module for the MSc International Financial Management Programme and MSc Investment Management.

It started at Surrey: Investment Management MSc

Our funds are good value, which means you can keep more of your returns. MSc Finance student Yodhita Maureen Romindo shares her key takeaways from the Women in Finance https://www.cfainstitute.org/en/programs/cfa/charterholder-careers/roles/forex-trader panel discussion. The event featured a number of accomplished women who have soared to success in the finance industry. The personal statement is an important part of the application, and provides an opportunity to demonstrate your suitability for the programme. Please note that before you contact us you should also check information on the relevant pages on the Business School or College website.

Higher Level Qualifications

• We take an in-depth look at your business and personal financial needs.
• That’s why we provide an integrated wealth management solution that combines the benefits of both our financial planning and investment management expertise.
• Your CAS number holds information about the programme you will study and if you have paid any fees.
• You will learn to practically apply the theories of finance to the business of wealth and asset management.
• We will consider your career and business aspirations, lifestyle changes and even the legacy that you would like to leave behind.

Different asset classes, sectors, and geographies each bring with them different risks and opportunities. Spreading your money across a range of investments – including shares, bonds, cash and property – allows you to harness these opportunities while managing risks. For example, if one part of your portfolio isn’t performing well during current circumstances, the other investments might compensate for losses and smooth overall performance. RBC Brewin Dolphin offers an excellent level of service for investment management services as reflected by the Defaqto Gold Service Rating. Our postgraduate degree programmes in Accounting, Banking and Finance address a wide range of high-profile issues affecting consumers, companies, financial institutions and the public sector. We deliver highly valued knowledge and transferable skills which prepare you for a very wide range of potential careers.